About this episode
David Ramsden-Wood stops by the Energy Impact and the Energy News Beat Podcast to talk about the Trump Middle East Tour, EOG, and his Hot Take of the Day. DRW wrote on his Substack, "EOG Goes Abroad, and So Does American Power." It is a great article that raises some huge issues in the oil and gas markets. This is a must-watch episode for anyone who wants to understand the real future of American energy and why it’s being shaped overseas. Highlights of the Podcast 00:01 – Introduction 01:21 – The Trump Doctrine & Energy Strategy 05:16 – EOG’s 900,000-Acre Concession in UAE 07:37 – Energy as an Export Service 09:10 – Global Energy Demand: Asia Rising 11:35 – Natural Gas & Policy Quid Pro Quo 13:59 – Policy Failures in Green Energy States 17:21 – Are We at Peak U.S. Oil? 23:34 – EOG’s Move: Independence or Buyout Prep? 27:18 – Geopolitics, Israel, and the Energy Landscape 29:09 – Gas vs. Oil: The Future Molecule 31:21 – Politics and Policy Under Biden 38:27 – Canadian Politics & U.S. Strategy 40:00 – Gavin Newsom and Political Opportunism 41:36 – Can Trump End Climate Subsidies? 44:02 – Censorship, Free Speech, and Elon Musk 47:20 – Tesla, Consumer Choice & Auto Industry Shifts 49:01 – Political Aspirations & Civic Engagement 51:42 – Social Security & Fiscal Imbalance 54:14 – 2025 Tax Cuts & Electoral Consequences 56:36 – Closing Thoughts on Energy, Policy & Optimism 58:09 – Contacts