This week, I welcome on Brian Gitt, who's investment thesis is that nuclear and natural gas will be the biggest winners in the energy sector over the next 20 years. He draws on 20+ years of industry experience to expose false beliefs about renewable energy and the problems with the environmental, social, governance (ESG) narrative  Here's a deep dive example of how false beliefs about renewable energy are driving bad decisions and harming people and the environment.  You can follow...

This week, I'm joined by Mark Nelson.  He is a very worthy follower on Twitter at @energybants for all the latest thoughts and threads concerning nuclear energy.  For instance, here was his thread on the rumors about the Russian forces at Chernobyl. There are wild claims about Chernobyl going around. I will post the most accurate and authoritative information here and keep this thread updated. FIRST: Chernobyl, even if attacked, is not a credible threat to health from radiation. Several...

This week, I'm joined by David Blackmon to talk about the state of Washington, the Defense production act, Keystone and how do we get out of this mess?   David Blackmon is an independent energy analyst/consultant based in Mansfield, TX. He is the Editor of Shale Magazine and co-host of In The Oil Patch Radio, a nationally-syndicated weekly show. David has enjoyed a 40-year career in the oil and gas industry, the last 23 years of which were spent in the public policy arena,...

This week, we visit Europe (virtually, anyway) to chat with Irina Slav, an energy writer for oilprice.com, a substack site at https://irinaslav.substack.com/ and we have an in depth chat on Europe, energy and the war in Ukraine, censorship and the green transition.  Her recent article on Boris Johnson playing intermediary for the United States in the Middle East is a must read.  I hope you enjoy.

Of late, rather than screaming into the great abyss that is the cavern between those that worry about climate change and those that don't, I have taken to challenging people on LinkedIn on the other side of the aisle to come on the podcast and discuss it with me.  Of the 30 or so invites I've offered, Colleen is the first to accept and for that I commend her. Here was her post. And here was my response: Colleen.   You want...

While the media has fallen in line with the White House and the State of the Union March 1st that unofficially ended COVID, we are still left with an unsettled feeling, careers ruined, and discussion and debate disallowed.  So this week, I invited Rachel Corbett and Ed Carriere, two doctors from Denver who are a part of the Front Line COVID-19 Critical Care Alliance to .... and you won't believe this.... have an uncensored chat. For Any medical provider who...

A picture is worth 1,000 words and a great graphic can become a powerful marketing campaign. In a glance, the best of these graphics tell you everything they want you to know without making you ask too many questions. Take the image below as an example. Isn’t it remarkable how much better Chevy does than Nissan? A little skepticism goes a long way, as those of us who have presented at an AFE meeting know, and a little magic and some axis scaling...

Mark Rossano is a good friend of mine.  We met on the set of Bloomberg television November 19, 2019 when we were there to talk with Alix Steel about the Saudi Aramco IPO.  Not surprisingly, we spent 2 hours after by the coffee machine talking about the world- oil, natural gas, geopolitics, trade, lithium batteries.  To be honest, I was in shock about the amount of stuff he knows... and this from a guy that likes to think I...

Executive Summary: with recent discussions calling for “windfall’ profit taxes on Big Oil, to Ms. Warren, Mr. Sanders and others supporting it, I very lovingly, very thoughtfully, very politely say to them “F@&K off.” Unless of course we want to tax all “windfalls” alike, in which case Big Government will also need to call their friends at Pfizer, Moderna, Google, Amazon and Microsoft, because after all, they are much richer than Big Oil. If we want to solve problems, we have...

Executive Summary: the DUC count is an important indicator of the capability of US oil and gas companies to add production in the near term. In short, we can’t, and the ability to do so diminishes by the day. Currently, most wells are developed on pads- as little as 2 per pad, mostly 4-6 and sometimes as many as 12+. Drilling, building facilities, tying the wells into pipelines and preparing to bring the wells on production takes ~4-6 months assuming 20...