About this episode
Josh Young, Portfolio Manager at Bison interests, and Tracy Shuchart, Founder/CEO and Chief Market Strategist, at Hilltower Resource Advisors, stop by the Energy News Beat and Energy Impacts Podcasts - With Stu Turley for an in-depth look at the global oil and gas financial markets. Highlights of the Podcast 00:00 – Opening & Guest Introductions 02:32 – AI Boom vs. Power Shortage 07:18 – AI Hype vs. Energy Reality 11:42 – Nuclear Reality Check 16:03 – Coal’s Comeback 18:02 – Natural Gas Outlook 21:15 – Pipeline Bottlenecks & Permitting Trouble 24:33 – Chevron Entering Data Center Power 25:19 – Pipeline Twinning Not As Easy As It Sounds 28:08 – Geopolitics Ignored by the Market 33:24 – Demand: Stronger Than Narratives Suggest 37:05 – Sanctions, “Kinetic Sanctions,” & Enforcement Reality 42:31 – Dollar Weaponization, Gold Buying, & the Milkshake Theory 49:52 – Commodities Rotation & Energy Lag 55:11 – Propaganda & the Climate Narrative 01:01:21 – Pendulum Swings & Hope for Middle Ground 01:02:50 – Utility Mismanagement & Decentralization 01:05:04 – Will Democrats Blame Republicans for High Power Prices? 01:06:10 – Government Control, Incentives & Rate Failures 01:09:59 – Tracy on Fox Business: Uranium Bottleneck 01:22:35 – Closing Thoughts & Market Outlook