Energy Thinks with Tisha Schuller

Check out my new book, The Myth and The Moment. Give it a read and let me know what you think!What you’ll get in this solo episode of Energy ThinksI published “Good Riddance to Climate Week” recently, and I got a lot of feedback, from readers loving and hating it. Overwhelmingly, those who attended Climate Week said I got it wrong—for them, Climate Week was still an inspiring, engaging experience. And those who didn’t attend loved the piece, because it called out the “cringy spectacle” that turns off the very outsiders Climate Week seeks to motivate and mobilize.That split-screen response inspired me to think about whom I’m targeting in my ongoing work of helping people to acknowledge the end of The Myth of an Easy Energy Transition and to take charge of what comes next.I start with this question: In our world of stakeholders, who most needs our help right now? That answer is clear: the Problem Solvers. These are the countless regulators, planners, utility commissioners, city staffers, engineers, and dealmakers who have to deliver power, pipes, and projects in the real world.And so, in this solo episode, I think out loud about these things:* Who are the Problem Solvers, and what are they tasked with?* What do they need from us, the oil and gas leaders?My answer: They need three things from us, starting with help understanding The Myth so that they can name it—and leave it behind. And the key to this work, as always, is to respect the Three Ts. Listen in to hear the rest.Bonus content for this episodeThe Myth and The Moment describes who the Problem Solvers are and why they are tasked with our energy future. (Spoiler alert: because no one else is!)Watch the episode on YouTube or listen to the podcast on Substack to hear me discuss The Myth and The Moment.What to do next in The Moment* Starting your 2026 planning? Email us to order The Myth and The Moment for your team.* Please take a moment to give Energy Thinks a 5-star rating wherever you listen to your podcasts. It helps others in the industry discover these conversations.* Was this email forwarded to you? Please subscribe here.* Support my work: Hit that heart button below.To being both wrong and right,Tisha Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe

My new book, The Myth and The Moment, is here! Order your copy today.What you’ll get in this (solo) episode of Energy ThinksIn this solo pod, I reflect on the Abundance conference I attended in D.C. last month. Is there an abundance agenda that oil and gas employees, communities, leaders, and supporters could get behind? In other words, is there an abundance for the rest of us, in which cost of living eclipses everything else?At the conference, speakers added “clean” before every mention of “energy” as if it were a tic, conveying a reflexive, tribal desire to say “We want to build, but only the stuff that our tribe approves of.” Sure, cleaner energy is undoubtedly our shared goal—but it has to be affordable and reliable as well.Listen to hear me unpack the qualities our industry—and the rest of the world—could get behind in an abundance movement:* Nonpartisan: Target outcomes, not tribes.* High-energy: Energy makes other abundance priorities possible and affordable.* Pro-building: Not just ADUs—support pipelines, too.* Clear trade-offs: It’s more than permits; it’s understanding and making way for trade-offs.Above all—and most radically—abundance needs to shed any good-guys-versus-bad-guys framing. Transforming policy conversations will require a real shuffling of coalitions—not just convenient “labor” additions, but real labor additions, like the employees of oil and gas companies and the citizens of their supporting communities.My recommendation: Let’s take the first step and define what we would like to see out of the abundance movement. It will have to grow beyond its center-left roots—and I’m guardedly optimistic that it will.Mentioned in this episodeVarieties of Abundance by Steven Teles, Niskanen CenterWatch the episode on YouTube or listen to the podcast on Substack.What to do next in The Moment* Email us to set up a briefing on how your company can understand The Myth and The Moment—and activate on it.* Was this email forwarded to you? Subscribe here.* Love energy? Love your enemies? Tap that heart for either or both.Energy without enemies cannot exist unless we make the first moves. Here’s what that looks like in practice: disciplined transparency, posture that calms the room, and a bias toward projects that measurably improve affordability, reliability, and cleaner outcomes. It’s how we foster trust—and permission to build—at the same time.Build more—and argue less,Tisha Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe

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