Episode Details

" Net zero states have higher energy costs, but we will also hit $150 oil to find out next on the Energy Newsbeat standup. "

Stu Turley, Energy News Beat Podcast Host

1. Energy Costs & Affordability

The discussion examines how different U.S. states rank in terms of electricity affordability, with particular attention to how renewable portfolio standards (RPS) and cap-and-trade programs correlate with higher energy costs. States with net-zero emissions targets are highlighted as having notably higher energy expenses.

2. Oil Price Volatility & Geopolitical Risks

The podcast explores the potential for oil prices to spike dramatically (potentially to $149 or higher), driven by geopolitical tensions and supply disruptions. This includes commentary on statements about military intervention in the Middle East and its implications for oil markets.

3. Energy Infrastructure Damage & Supply Chain Disruptions

There's significant discussion about damage to energy assets worldwide (particularly in Ukraine), and disruptions to global oil and refined product shipping, including declining flows through critical chokepoints like the Strait of Hormuz.

4. Renewable Energy & Green Policy Challenges

The podcast critically examines whether renewable energy policies and the "green new deal" can adequately address current energy crises, questioning the viability of wind and solar without substantial investments in storage and grid infrastructure.

5. Government Policy Criticism

There's notable criticism of government policies (especially in California) and the Federal Reserve's effectiveness in addressing the emerging financial and energy crisis.

6. Specific Energy Projects

Discussion of particular developments, such as a proposed 300-375 MW solar farm project in Wisconsin and the challenges it faces in the current energy market.

1.Net Zero Energy Policies Equate to Higher Energy Costs

2.Is Oil Set to Open Tomorrow at $149 or Higher?

3.President Trump Says Open the Strait, or We Will Bomb You to the Stone Age

4.Goldman Sachs Says Oil Price Shocks Are Looming: Global Diesel, Gasoline, and Refined Products Crisis Unfolds with Rationing Timelines by Region

5.JP Morgan Says Oil Goes to $150 if Strait Not Opened Till May

6.Big Solar Comes for My Home County

7.The California Refinery Crisis is a national security risk for America

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A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast

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