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Energy Realities

Energy Realities

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 After 94 Episodes of the Energy Transition, the name was changed to Energy Realities. No holds barred, and physics and humanity matter. The gang has fun, and listeners can engage with the team on the weekly live broadcast. Contact any of the hosts to ask questions, and check to see if you would be a great fit to be a guest on the show. Hosted by: Armando Cavanha, Energy Thought Leader, Podcast Host, Curitiba, Parana, Brazil Contact on Twitter @cavanha Tammy Nemeth, International Energy Thought Leader, Podcast Host, UK, Canada @thenemethreport Irina Slav is an international author for oil prices, substacks, and others, writing about energy, mining, and geopolitical issues. Bulgaria Contact on Twitter @SlavEnergy David Blackmon is the principal at DB Energy Advisors, an energy author, contributing author for Forbes, and podcast host. Contact on Twitter @EnergyAbsurdity Stu Turley, CEO, Sandstone Group, Podcast Host Energy News Beat https://energynewsbeat.co/ @STUARTTURLEY162022 Sandstone Group Politique et gouvernement Sciences politiques
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    Épisodes
    • Europe's Energy Implosion

      Europe's Energy Implosion
      Feb 16 2026
      Europe's Energy Implosion is looming, and it seems like they are making all of the wrong decisions. What was once the poster child for Green Energy is now the hallmark of deindustrialization and fiscal collapse. You won't want to miss this episode of the Energy Realities Podcast with David Blackmon, Tammy Nemeth, Irina Slav, and Stu Turley. We will be live on X, LinkedIn, and YouTube on Monday, February 16th at 7:00 AM Central US. The main topics and themes discussed in this Podcast include:1. The energy crisis and deindustrialization in Europe: - The European Union's policies around net-zero emissions and their impact on heavy industries like chemicals, steel, and manufacturing - The contradiction between the EU's net-zero goals and the need for energy-intensive defense capabilities - The risk of companies moving production out of Europe due to high energy costs2. The geopolitics of energy: - The EU's dependence on Russian energy and the implications of the Ukraine war - The potential for the EU to resume buying Russian gas and oil after the war - The role of the United States as an LNG exporter and the EU's efforts to diversify its energy sources3. The governance and decision-making in the European Union: - The centralization of power in the EU and the erosion of national sovereignty - The use of financial leverage by the EU to enforce its policies on member states - Concerns about the EU's undemocratic tendencies and manipulation of elections4. The climate change debate and policy: - The fixation on CO2 emissions reduction as the primary environmental priority - Critiques of the EU's "emissions mania" and the regulatory overreach in the name of climate action - The role of carbon credits and emissions trading schemes5. The broader context of policy failures and unintended consequences: - Examples of failed policies and initiatives in the automotive and energy sectors - The lack of foresight and consideration of unintended consequences by policymakers - The disconnect between rhetoric and reality in the implementation of policiesThe Energy Realities team talks about environmental policy, highlighting the complexity and contradictions within the European Union's approach to these issues.**1. Europe's Energy Crisis and Deindustrialization**The conversation focuses heavily on how the EU's net-zero emissions policies are creating severe economic consequences. Heavy industries—chemicals, steel, and manufacturing—are facing unsustainable energy costs and are relocating production outside Europe. There's a fundamental contradiction highlighted between pursuing aggressive net-zero goals while simultaneously needing energy-intensive defense capabilities.**2. Geopolitics of Energy**We explore Europe's complex energy relationships, including:- Historical dependence on Russian energy and the implications of the Ukraine war- Speculation about whether the EU might resume purchasing Russian gas and oil post-war- The US role as an LNG exporter and Europe's efforts to diversify energy sources**3. EU Governance and Sovereignty Issues**A critical theme is the centralization of power within the EU and erosion of national sovereignty. The discussion covers:- How the EU uses financial leverage to enforce policies on member states- Concerns about undemocratic tendencies and manipulation- The tension between central EU authority and member state independence**4. Climate Policy and Environmental Regulation**The transcript critiques the EU's approach to climate action, including:- An alleged fixation on CO2 emissions reduction as the sole environmental priority- "Emissions mania" and regulatory overreach in climate policy- The role and effectiveness of carbon credits and emissions trading schemes**5. Policy Failures and Unintended Consequences**A recurring theme is how policies in automotive and energy sectors have failed to achieve their intended goals, with policymakers lacking foresight about broader consequences and a disconnect between policy rhetoric and real-world implementation.Check out for Stu Turley on The Energy News Beat Substack: https://theenergynewsbeat.substack.com/For David Blackmon https://blackmon.substack.com/For Tammy Nemeth https://thenemethreport.substack.com/For Irina Slav https://irinaslav.substack.com/Key Chapters: 02:39 New trading blocs based upon Energy Policies04:46 Net Zero and the EU11:02 The US can get along without the EU market15:51 EU control is financial17:55 Gaslighting at its finest22:14 Is the EU going to buy Russian Gas after the end of the Ukraine War?31:26 Great chart at the EPA on historical air quality45:42 Pay to Pllay in the UK
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      1 h
    • China’s Evolving EV Monopoly

      China’s Evolving EV Monopoly
      Feb 9 2026

      In the rapidly transforming landscape of global energy and transportation, China’s grip on the electric vehicle (EV) sector has become a dominant force. With control over critical supply chains, particularly batteries, China is reshaping the industry through aggressive strategies that blend state support with market tactics. This dominance, however, comes at a cost—raising alarms about fair competition and the survival of auto industries in regions like Canada, the UK, and the EU. Meanwhile, scandals within China’s own market expose vulnerabilities, contrasting sharply with Tesla’s pivot toward a tech-driven future. As we examine these dynamics in early 2026, the implications for energy security and automotive innovation are profound.

      The main topics discussed in this Podcast are:

      1. The challenges facing the electric vehicle (EV) industry, particularly the struggles of Western automakers to compete with Chinese EV manufacturers. Speakers discuss the significant financial losses and write-downs reported by major automakers like Stellantis, Ford, and GM in their EV divisions.

      2. The potential for China to dominate the global EV market due to factors like lower production costs, government subsidies, and vertical integration of the supply chain. Speakers express concerns about Western countries becoming overly dependent on China for EVs and related technologies.

      3. The policy decisions and government interventions in various countries that are shaping the EV market, such as emissions regulations, EV mandates, and subsidies. Speakers critique the effectiveness and unintended consequences of these policies.

      4. The broader geopolitical and economic implications of the shift towards EVs, including the potential impact on domestic manufacturing, energy security, and trade relationships. Speakers discuss how the EV transition is tied to larger issues like de-industrialization, dependence on foreign suppliers, and the competition between the US, China, and other powers.

      5. The role and responsibility of corporate leaders and executives in the EV transition, with some speakers criticizing the lack of pushback and advocacy from automakers against government policies that undermine their competitiveness.

      6. The potential political and economic disruptions that could arise from the EV transition, including the possibility of regime changes, trade disputes, and realignments of global alliances and power dynamics.

      02:33 What is going on in the EV markets?

      03:30 Western Car companies vs China

      06:01 Write downs on EV losses 09:02 EU car companies losing money even with subsidies

      11:21 Clown show in US car companies

      14:39 Deindustrialization as a plan implemented through Net Zero policies

      20:21 Subsidies will lead to collapse

      21:28 Supply Chains

      27:13 Carbon taxes, grid failures, and how?

      41:31 Defence Manufacturing with Net Zero

      51:51 CBAM is another tipping point

      56:41 OPEC and the future of oil pricing

      Check out for Stu Turley on The Energy News Beat Substack: https://theenergynewsbeat.substack.com/

      For David Blackmon https://blackmon.substack.com/

      For Tammy Nemeth https://thenemethreport.substack.com/

      For Irina Slav https://irinaslav.substack.com/
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      1 h et 1 min
    • Natural Gas: Shifting Markets Challenge the 'Bridge Fuel' Narative

      Natural Gas: Shifting Markets Challenge the 'Bridge Fuel' Narative
      Feb 2 2026
      Boy it was a lively group on the comment sections of the Energy Realities live Podcast.The discussion of natural gas is only the beginning. We need to have an honest discussion about relooking at the grid. We need wind, solar, and storage to pay for reliability, and I even feel that they should pay for the additional wear and tear on natural gas and coal turbines that must cycle to enable wind and solar to generate, thereby costing consumers millions.The podcast with Irina Slav, David Blackmon, Tammy Nemeth, and Stu Turley is always entertaining, and today we had lively comments from regular listeners and even some troglodytes.The main topics discussed in this Podcast are:1. The role of natural gas as a vital fuel, not just a “bridge fuel”, especially during extreme weather events in Europe and Texas. Speakers emphasize that natural gas was crucial for keeping people warm and the grid stable during recent cold snaps.2. Criticism of the over-reliance on intermittent renewable energy sources like wind and solar, which failed to perform when needed most during the extreme weather. Speakers argue this has led to higher costs for consumers.3. The challenges facing nuclear power development, with concerns that it is not being built fast enough to replace retiring nuclear plants and provide reliable baseload power.4. The potential for using cleaner coal technology and the importance of maintaining coal power plants as a reliable baseload source, especially in regions lacking sufficient natural gas infrastructure.5. Discussions around energy policy, subsidies, and the impacts on consumers, with speakers arguing that the push for renewable energy has led to higher utility bills.6. Geopolitical issues related to Europe’s reliance on Russian natural gas and the need to diversify supply, including increased LNG imports from the US.A shout-out to our own The Electric Grandma Merideth Angwin, as we mention her several times. We strongly recommend purchasing her book, and we need her to lead the effort to plan how the grid should be built.Best Quotes for the Day!Here are some of the most interesting and impactful quotes from the transcript:1. “Gas is here to stay because people need it, especially in winter. They will be needing it in summer as well when it will be hot and we’ll need air conditioning. So yeah, that’s what I wanted to say. We have to forget this whole bridge-fuel story.” - Irina Slav2. “If you just force the developers to ensure against real retirement costs at the end of life, which means digging up those foundations and retiring them, because we’re just, we’re condemning millions of acres of arable lands in the United States to build these damn windmills that will never be usable again. And that’s because there’s no requirement for proper retirement. If there You wouldn’t Nobody would invest in it.” - David Blackmon3. “In Texas, most people don’t realize that both the Texas and California grids and then many other grids throughout the country afterwards were modeled by, They were created by Enron and Kinlan. The Texas legislature deregulated our market in 99 and 2001 sessions and adopted the Enron model for our grid. We never had blackouts prior.” - David Blackmon4. “If you just put more capacity on. Capacity, who cares? You could have a thousand solar panels, but they don’t operate at night when it’s freezing. You could a thousand windmills that don’t operate when it’s calm, cold and calm. So what good does it do when it not there when you need it?” - Dr. Tammy Nemeth5. “We have now as rate payers in Texas paid to build two separate power grids in Texas. We’ve got this virtue signaling power grid for the politicians to brag about. That’s wind and solar and batteries that fails when we got a weather emergency. And then we’ve got the conventional grid made up mainly of natural gas.” - David BlackmonIrina SlavInternational Author writing about energy, mining, and geopolitical issues. Bulgaria Irina SlavDavid BlackmonPrincipal at DB Energy Advisors, energy author, and podcast host.Principal at DB Energy Advisors, energy author, and podcast host. David BlackmonTammy NemethEnergy Consulting Specialist The Nemeth ReportStuart TurleyPresident and CEO, Sandstone Group, Podcast Host
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      1 h et 2 min
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