This was a fantastic discussion with Josh Young and David Blackmon covering the global oil and gas markets. We had over 2,000 live viewers and received great questions.
We highly recommend subscribing to Josh at Bision Insights. As well as David and our podcasts. The podcast will be available on the Energy News Beat and Energy Impacts channels as well.
Thank you, Josh, for your great industry leadership! - Stu
Highlights of the Podcast
00:00 – Opening & Introductions
04:08 – Bison Interests & Building Bison Insights
08:04 – Global Oil Markets & Russia’s Influence
13:14 – OPEC+ Spare Capacity Debate
20:49 – California Energy Policy & Refinery Fires
33:08 – ESG, Corporate Governance & Oil Majors
41:35 – Layoffs at Imperial Oil & Corporate Culture
44:57 – U.S. Industry Leadership & Historical Parallels
47:17 – Methane Leakage, NGOs & Policy Critique
55:01 – AI, Data Centers & Natural Gas Demand
01:02:47 – Power Generation & Gas Turbine Shortages
01:05:26 – Government Shutdown Impacts
01:10:52 – Nuclear Energy Stocks & Market Bubble
01:15:34 – Market Rally & Economic Insights
Full Transcript on the Energy News Beat Substack https://theenergynewsbeat.substack.com/p/the-oil-and-gas-global-markets-financial
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