About this episode
This was a fantastic discussion with Josh Young and David Blackmon covering the global oil and gas markets. We had over 2,000 live viewers and received great questions. We highly recommend subscribing to Josh at Bision Insights. As well as David and our podcasts. The podcast will be available on the Energy News Beat and Energy Impacts channels as well. Thank you, Josh, for your great industry leadership! - Stu Highlights of the Podcast 00:00 – Opening & Introductions 04:08 – Bison Interests & Building Bison Insights 08:04 – Global Oil Markets & Russia’s Influence 13:14 – OPEC+ Spare Capacity Debate 20:49 – California Energy Policy & Refinery Fires 33:08 – ESG, Corporate Governance & Oil Majors 41:35 – Layoffs at Imperial Oil & Corporate Culture 44:57 – U.S. Industry Leadership & Historical Parallels 47:17 – Methane Leakage, NGOs & Policy Critique 55:01 – AI, Data Centers & Natural Gas Demand 01:02:47 – Power Generation & Gas Turbine Shortages 01:05:26 – Government Shutdown Impacts 01:10:52 – Nuclear Energy Stocks & Market Bubble 01:15:34 – Market Rally & Economic Insights Full Transcript on the Energy News Beat Substack https://theenergynewsbeat.substack.com/p/the-oil-and-gas-global-markets-financial