Energy Thinks with Tisha Schuller

What you’ll get in this episode of Energy ThinksToby Z. Rice, CEO at EQT, is unabashedly America’s natural gas champion—and I always enjoy his high-energy, high-optimism takes! On this episode of Energy Thinks, Toby was clear: Energy security, reliability, and affordability are nonnegotiable. He paired this resolution with unwavering commitment to the trajectory to zero carbon. Toby framed his company’s imperative this way:We are still in one of the greatest races ever when it comes to energy. I don’t care if you’re in renewables, batteries, nuclear, natural gas, oil, coal—we are all in a race to be the first energy solution that can present the trifecta to the world: affordable, reliable, and zero-carbon.Given his outspoken optimism, I pressed Toby on leadership in The Moment—globally, nationally, and locally. You’ll hear:* How energy abundance can fuel economic development, with Pittsburgh as a proving ground* Why “best of the above” beats “all of the above” (“RIP ‘All of the Above’”!)* How American LNG underpins global energy security and (I ask) climate security, too* Toby’s bold vision for using energy abundance as a “wrecking ball” against poverty to unleash human potential around the globeWhy Toby?Toby leads EQT, one of America’s largest natural gas producers. His abundance lens is pragmatic: affordability, reliability, cleaner outcomes. That combination makes him a compelling voice for The Moment.Some of Toby’s insights* On reframing energy: “Energy is life; energy is wealth; energy is technology and prosperity. Energy is freedom. And that’s a very good message for us to get excited about. And the one way that every single person in this industry can move that ball forward is by making the energy we produce more affordable, more reliable, and cleaner. And then tell people: ‘You do it.’”* On the role of American LNG: “What’s been proven over the past few years is that LNG, specifically American LNG, is the global guarantor of the world’s energy security. We cannot say that enough times. It was America that really stepped up to deliver energy to Europe when their supply was yanked away [by] Russia. And one truth that we’ve learned from going through that crisis is that without energy security, the world cannot transition. So American LNG is going to play a huge role in providing that energy security.”* On turning The Moment into action: “What are the next steps [so] that we can take this passion and convert it into real action? That’s going to be different for every company. But one thing that’s going to underpin every one of those action plans is bringing more energy into the world. Because the more energy we bring into it, the better the world will be.”Bonus content!My op-ed in The Hill: The “easy energy transition” myth is causing your bills to go up.My Both of These Things Are True: “The 3 Ts of Energy Realism.”Watch on YouTube or listen on Substack.Order: The Myth and The Moment: From Polarization to Progress in the New Energy Landscape.What to do next in The Moment* Email us to translate your team’s optimism about The Moment into a 12-month action plan.* If this email was forwarded to you, subscribe here.* Wreck that wall! Tap the heart button below. (It really helps!)Smash! Tisha Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe

What you’ll get in this mini pod Energy ThinksScott Hallam, president & CEO of Boardwalk Pipelines, joins me to offer his takes on my new book, The Myth and The Moment, and to map how leaders can drive what comes next. You’ll hear:* Why “the Myth” won’t disappear—but will evolve* How leaders can engage with true believers in the Myth* How to build and test a durable strategy for your business that stands up under changing political regimesWhy Scott?Scott has front-line experience making the case for the triple mandate for energy leadership: decarbonization + reliability + affordability—all anchored in technology and innovation. He challenges us to think big (not “small ball”) to drive what comes after The Myth: America’s energy advantage and best-in-class infrastructure.Some of Scott’s insightsOn the Myth’s staying power (and how to meet it): “I think that The Myth will continue to evolve, and I just think there’s too much investment emotionally and intellectually for The Myth to ever really go away… as those of us that are in the moment, we have to find ways to come alongside those that really believe in the promises of clean energy.”On building a strategy that survives political whiplash: “We have to consistently test our strategies and our thinking… finding the right alliances… with those that may not be like-minded, but there’s common ground.”On how we create what happens next in The Moment: “We want to think big. We want to make sure that everything we’re looking at and considering is because we’re thinking large scale, big, big opportunities.”What to do next in The Moment* Watch on YouTube or listen here.* Order The Myth and The Moment for your team’s year end meeting! Contact us for a bulk order.* If you’re a paid subscriber, thanks! If not, you can support my work by upgrading to paid.* Hit that heart button in a BIG way to help others find my work!Home run!Tisha Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe

Arjun Murti, a partner at Veriten with over 30 years in the energy sector, shares his compelling insights on the energy transition. He discusses the dangers of the 'delayed transition' narrative and the essential role of emerging economies in shaping future energy demands. Murti emphasizes the need for oil and gas companies to take calculated risks and adapt their visions. He advocates for a humble, data-driven approach to leadership and the importance of navigating energy discussions with accuracy and pragmatism amidst a complex landscape.

In this bonus solo episode, Tisha Schuller unpacks and connects three threads:* The kind of endurance it takes to keep moving when every instinct says stop,* A culture-war symbol that may become a bridge, and* The surprising leadership muscle that unlocks momentum after you’ve run out of strategies.Mentioned in the episode:The Myth and The Moment is now available.“Ruben Gallego's 'Big Ass Truck' Pitch to Fellow Democrats”, Newsweek by Jesus Mesa“Ford leaders sharpen their focus on how to beat the Chinese to lead in global markets”, Detroit Free Press by Jamie L. LaReau“Beatitude”, VocabularyWatch the episode on YouTube or listen to the podcast on Substack to hear me discuss The Myth and The Moment.Subscribe here for Tisha’s weekly Both of These Things Are True email newsletter.Follow all things Adamantine Energy at www.energythinks.com.Thanks to Kayla Chieves who makes the Energy Thinks podcast possible.[Episode recorded on August 24, 2025] Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe

In this mini episode, John Dabbar, chair of the National Petroleum Council’s subcommittee on greenhouse gas emissions, joins Tisha Schuller to react to The Myth and The Moment.John led the National Petroleum Council (NPC) study released in April 2024 “Charting the Course: Reducing GHG Emissions From The U.S. Natural Gas Supply Chain,” which was requested by Energy Secretary Jennifer Granholm.John holds a Marine Engineering degree from Maritime College and an MBA in finance from St. Mary’s College.Watch the episode on YouTube.Pre-order The Myth and The Moment now!Subscribe here for Tisha’s weekly Both of These Things Are True email newsletter.Follow all things Adamantine Energy at www.energythinks.com.Thanks to Kayla Chieves who makes the Energy Thinks podcast possible.[Interview recorded on July 22, 2025] Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe

In this episode of the Energy Thinks podcast, Tisha Schuller is joined by Amy Cradic, senior vice president and chief operating officer of Non-Utility Businesses, Strategy, and External Affairs at New Jersey Resources (NJR).Amy is responsible for providing leadership, management, and vision to NJR Clean Energy Ventures, NJR Energy Services, and NJR Midstream while also overseeing the company’s Corporate Strategy, Government Affairs, Communications and Sustainability functions.She brings a unique perspective from her career spanning state government leadership and corporate strategy, bridging traditional natural gas operations with clean energy innovation.Amy holds a bachelor’s degree in communications from The College of New Jersey, an MA in communications from the New York University and an Advanced Management Program Certificate from Harvard.Watch the episode on YouTube.Pre-order The Myth and The Moment now!Subscribe here for Tisha’s weekly Both of These Things Are True email newsletter.Follow all things Adamantine Energy at www.energythinks.com.Thanks to Kayla Chieves who makes the Energy Thinks podcast possible.[Interview recorded on August 14, 2025] Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe

In this solo episode, Tisha Schuller unpacks the political and industry dynamics shaping today’s energy conversation. Tisha challenges both climate champions and fossil fuel advocates to stop the overreach and start building the middle path we require.Mentioned in the episode:The Myth and The Moment is available for pre-order. Get your copy today!“What Passage of the ‘One Big Beautiful Bill’ Means for US Energy and the Economy,” Rhodium Group“Assessing Impacts of the House ‘One Big Beautiful Bill Act’ on U.S. Energy Costs, Jobs, Health, Emissions,” Energy InnovationWatch the episode on YouTube or listen to the podcast on Substack to hear me discuss The Myth and The Moment.Subscribe here for Tisha’s weekly Both of These Things Are True email newsletter.Follow all things Adamantine Energy at www.energythinks.com.Thanks to Kayla Chieves who makes the Energy Thinks podcast possible.[Episode recorded on July 31, 2025] Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe

A great conversation (as usual) with Williams’s new CEO, Chad Zamarin, kicking off Season 9 of the podcast. With the release of Tisha’s new book The Myth and The Moment just around the corner, this episode dives into the core themes shaping today’s energy landscape—from the unraveling of the myth of an easy energy transition to the powerful opportunities emerging from this new moment.Since joining Williams in 2017, Chad has led the company’s expansion by guiding the corporate strategy process, delivering strategic acquisitions and providing commercial leadership across William’s various businesses, geographies and customers.Chad has a bachelor’s in materials engineering from Purdue University and holds an MBA from the University of Houston.Chad is located in Tulsa, OK.Watch the episode on YouTube.Pre-order The Myth and The Moment now!Subscribe here for Tisha’s weekly Both of These Things Are True email newsletter.Follow all things Adamantine Energy at www.energythinks.com.Thanks to Kayla Chieves who makes the Energy Thinks podcast possible.[Interview recorded on July 7, 2025] Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe

In this bonus episode, Tisha Schuller shares five practical insights of advice from a recent keynote appearance for navigating disagreement and building alignment in tough rooms. This is a recap of a keynote given to the Energy Leadership Institute (ELI).Mentioned in the episode:Tisha’s forthcoming book, The Myth and The Moment.Subscribe here for Tisha’s weekly Both of These Things Are True email newsletter.Follow all things Adamantine Energy at www.energythinks.com.Thanks to Kayla Chieves who makes the Energy Thinks podcast possible.[Episode recorded on June 13, 2025] Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe

In this solo season finale, Tisha reflects on the biggest takeaways from writing The Myth and The Moment—and why a rational energy transition is no longer a given. She explores how industry leaders are navigating opportunity and credibility in a volatile environment, and what’s at stake as the Myth refuses to die. From zombie narratives to real leadership, this episode is a call to action for those ready to shape the future, not just survive it.Mentioned in the episode:Tisha’s forthcoming book, The Myth and The Moment.The Both of These Things Are True newsletter, “The Three Ts of Energy Realism”.Subscribe here for Tisha’s weekly Both of These Things Are True email newsletter.Follow all things Adamantine Energy at www.energythinks.com.Thanks to Kayla Chieves who makes the Energy Thinks podcast possible.[Episode recorded on May 30, 2025] Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe