The Energy Show

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? 

Discover how Trump’s attack on Iran has brought oil and gas to the forefront of this global conflict. Energy economist Skip York joins Mike to discuss how energy is used as a weapon, how gas prices in your hometown will be impacted, and if American frackers can insulate geopolitical turmoil. SHOW NOTES: 1:04: How Did An Attack on Iran Lower Oil Prices? 1:58: How Badly Damaged Is Iran’s Oil Infrastructure? 3:47: What Happens To Oil Prices If The Straight Of Hormuz Is Closed? 6:55: What Happens If Iran Can’t Supply China With Oil? 7:44: How Are Gulf Nations Reacting To The Iran-Israel-U.S. War? 15:23: How Could Regime Change In Iran Stabilize Oil?  

Discover how Israel’s attacks on Iran’s oil infrastructure will impact global energy prices. How will OPEC members react? What role should the U.S. play in this war? Hooshang Amirahmadi, a former presidential candidate in Iran, joins Mike for this important conversation. SHOW NOTES: 1:10: What Happens To Global Prices, If Iran’s Energy Sector Is Destroyed? 5:41: If Iran’s Government Falls, What Will Happen In Iran? 12:22: How Are Arab Nations Reacting To The Israel-Iran War? 15:33: How Do China And Russia Fit Into Iran’s Oil Economy? 18:09: How Did Trump’s Recent Negotiations With Iran Trigger This War?

Discover how Trump has resuscitated American energy, and beat back the lunacy of Biden’s New Green Deal. Find out where Trump is headed in the next 100 days and beyond. Tom Pyle, President of The American Energy Alliance, joins Mike. SHOW NOTES: 1:34: How Has Trump Addressed Energy In His First 100 Days? 5:42: How Has EPA Chief Lee Zeldin Addressed Energy Regulation? 7:07: How Have Energy Demands For AI  Brought A Dose Of Reality To Big Tech? 9:15: How Is Trump’s Tariff War Impacting Energy? 12:29: How Has The U.S. Always Found More Oil & Gas? 14:49: How Does Congress Need To Act On Trump’s Energy Policies In The Next 100 Days?

Discover how Trump's mineral deal with Ukraine could be an economic windfall for the U.S. There is a global race to secure critical minerals to fuel technology. China currently rules the market, but is Trump closing the gap? Ernest Scheyder joins Mike to discuss.   SHOW NOTES: 2:14: How Has Trump's Deal With Ukraine Impacted the Minerals Market?   6:14: Can The U.S. Mine Critical Minerals?   8:44: How Is Mineral Recycling Critical?   10:49: How Are Critical Minerals Mined?   13:35: How Important Is Silver?   15:14: What Is The Most Important Product Made With Critical Minerals?   17:01: Is Trump's Interest In Greenland Based On Minerals?

Join Mike Mauceli in this episode as he discovers how Canada is reacting to Trump’s tariffs, and why oil and gas were carved out in Trump’s tariffs with his guest, Canadian analyst and founder of Commodity Context, Rory Johnston. Rory Johnston is a Toronto-based oil market researcher, a lecturer at the University of Toronto’s Munk School of Global Affairs and Public Policy. He is a leading voice on oil market analysis, advising institutional investors, global policy makers, and corporate decision makers.  Learn exactly what’s happening with our political and economic relationship with Canada, and how the initial impact of Trump’s tariffs may continue to have repercussions for the unforeseeable future. SHOW NOTES: 00:00 – Intro. 01:19 – What’s going to happen with oil? 07:36 – Volatile Politics on the Keystone Pipeline 12:37 – Future of Gas Prices 17:00 – Why OPEC’s Announcement? 21:31 – Transnational Movement & Current Canadian Federal Election Cycle 25:45 – Closing Statements. Looking for more on Rory Johnston? Website: https://www.commoditycontext.com/ Substack: https://substack.com/@commoditycontext 

Join Mike Mauceli in this episode as he discovers how Trump's tariffs will affect your wealth - and how likely they are to reduce the U.S. debt - with his guest, Senior Economist at the Competitive Enterprise Institute, Ryan Young.

Join Mike Mauceli in this episode as he discovers how Trump's tariffs will impact the global supply chain and cost of electricity and energy in our homes with his guest, Kenny Stein, Vice President of Policy at the American Energy Alliance. Discover how the oil and gas industry will be affected by Trump's tariffs, its impact on your investments, and what to anticipate as we shift toward a future with AI data centers.