Jon Brewton stopped by the Energy News Beat Podcast and let us know how his meetings with the Department of Energy went. This is extremely cool for the entire energy sector, as we are facing energy crunches, rising demand, and cost issues, and Jon and the entire Data 2 group have solutions.

We have to maintain and continue to achieve Energy Dominance through our Exports and provide more energy at lower costs. You have heard me say Energy Security starts at home, but Energy Dominance is displayed through your exports. Well, you have to produce more than you use to export, and the Data2 team is helping bridge this gap.

The overarching theme of our discussion is that innovation and technology are essential for the oil and gas industry to navigate current market challenges and maintain global competitiveness.

The conversation opens with discussion of current market pressures, including declining oil prices, surplus tanker capacity in the Gulf, and geopolitical risks (particularly around Iran). These factors are creating significant operational and financial pressures on the industry.

A major focus is on how technology can help the industry do more with less—such as:

• Tapping into depleted reservoirs more effectively
• Optimizing operational workflows
• Improving overall productivity and efficiency

The transcript emphasizes a critical industry problem: fragmented and disparate data systems. The discussion highlights how companies struggle with data silos and the need for better data integration solutions to make informed decisions.

Specific use cases are discussed, including:

• AI tools for invoice processing
• Water management optimization
• Workflow automation

There's significant emphasis on the importance of transparency and explainability when deploying AI systems. Building trust through data integrity is crucial for industry adoption.

The transcript discusses potential partnerships between private companies and government agencies (like the Department of Energy) to maintain U.S. competitiveness in global energy markets.

The speaker shares examples from their company, Data Squared, demonstrating how their technology solutions have helped clients with data integration, cost savings, and operational improvements.

Please connect with Jon on his LinkedIn here: https://www.linkedin.com/in/jon-brewton-datasquared/

For more information on Data2 and how AI can transform your energy company with patented technology, check out: https://www.data2.ai/resources/the-decision-lag-report

Data2 Website: https://www.data2.ai/

You can also find all of the stories on https://energynewsbeat.com/

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

. https://www.data2.ai/resources/the-decision-lag-report

And we have WellDatabase rolling in as a new sponsor.

This ain’t your Cats and Dogs living with each other, this is a full-blown apocalypse about to happen.

This is a follow-up podcast to the one I had with Mike Ariza, and this time, David Blackmon and Professor Mike Mische are here to discuss the potential 7 Executive Orders that President Trump must enact to literally save the country.

This is an eye-opening discussion from Professor Mische and Mike Ariza, with real boots-on-the-ground information.

The discussion centers on a critical fuel shortage affecting California, including gasoline, diesel, and jet fuel. This is driven by the shutdown of major refineries in the state, creating concerns about price spikes, supply disruptions, and impacts on transportation, agriculture, and military operations.

Experts have drafted seven executive orders that could be invoked under the Defense Production Act to address the crisis. These orders aim to:

• Increase domestic oil and gas production
• Reopen and support refineries
• Override California’s regulatory authority for faster response
• The discussion suggests these would likely withstand legal challenges

The conversation emphasizes broader security concerns, noting that California has historically been a major fuel supplier for the U.S. military and economy. The loss of refining capacity and increasing reliance on imports pose serious risks, especially in potential conflicts or global supply chain disruptions.

The podcast discussion suggests California’s government has been unwilling or unable to address the crisis due to ideological priorities—particularly climate change policies—which have been prioritized over ensuring reliable and affordable energy supplies.

Experts emphasize the critical need for immediate intervention, warning of severe consequences, including fuel shortages, price spikes, economic disruption, and national security risks if action isn’t taken.

Connect with Professor Mische on his LinkedIn here: https://www.linkedin.com/in/michael-a-mische-987b30a/

Connect with Mike Ariza on X https://x.com/MikeAriza4531

Important Story Links: California will be a national security risk for the entire country!

California Gasoline Supply Outlook: A Disaster in the Making https://californiaglobe.com/fr/california-gasoline-supply-outlook-a-disaster-in-the-making/

California’s Oil and Gas Crisis: From Military Threat to Mass Starvation

https://californiaglobe.com/fr/from-military-threat-to-mass-starvation/

EXCLUSIVE: Executive Orders for President Trump: Ensuring that US has Necessary Fuels from California to Provide US National Security

https://californiaglobe.com/fr/executive-orders-for-president-trump-ensuring-that-us-has-necessary-fuels-from-california-to-provide-us-national-security/

You can also find all of the stories on https://energynewsbeat.com/

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

And we have WellDatabase rolling in as a new sponsor.

• "Paper vs. Physical: The Fractured Oil Market"
• "When Energy Meets Geopolitics: A Perfect Storm"
• "The Hidden Risks in America's Power Infrastructure"

The discussion delves into the complexities of oil pricing, distinguishing between paper oil prices (futures contracts) and physical delivery prices. There's significant focus on tanker traffic, oil flows to the U.S. and California, and analysis of energy-related ETFs and stock performance in the sector.

A major theme is the situation surrounding the Strait of Hormuz, a critical chokepoint for global oil supply. The conversation includes concerns about potential closure, Iran's alleged inability to fully reopen it due to lost mine maps, and the potential involvement of U.S. military intervention. These geopolitical issues directly impact global energy markets and supply chains.

The transcript highlights serious vulnerabilities in America's aging power grid, with a significant portion of transformers operating beyond their expected lifespan. There's particular concern about the vulnerability of the 18 major grid interconnects to potential sabotage or cyberattacks.

Discussion includes the need to redefine how we calculate the levelized cost of energy, particularly to better account for renewable energy sources. There are also mentions of potential policy actions by the Trump administration regarding energy issues.

The transcript covers stock performance and investment opportunities in the energy sector, including major companies like Chevron and ExxonMobil, as well as how climate-focused and ESG investors are navigating market volatility.

1.The Paper Price of Oil is About to Get Hit with Reality and Converge with the Delivery Price of Oil

2.NYT Writes Iran Can’t Open the Mines Because they Can’t Find Them: What This Means for the World’s Oil Crisis

3.U.S. Begins Clearing the Strait of Hormuz with Military Ships Passing Through

4.$2B Investment Drives Expansion of U.S.-Canada Oil Flows

5.TAL Pipeline Connecting Germany and Italy May Have Been Sabotaged

6.Iran War Fuels Rush to Energy ETFs and Oil Stocks. Climate Investors See No Reason to Chase Returns

7.Europe’s Gas Market is under Stress During Refill Season

8.The US Grid Transformers are a Critical Junction and Is A National Security Risk

Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

And we have WellDatabase rolling in as a new sponsor.

Energy Security Starts at home, and Jason hits Energy Dominance through Service out of the park.

You have heard me say, “Energy Security starts at home, and Energy Dominance comes through your exports”. Well, Jason is a great example of how Energy Dominance can’t happen without exporting our great oilfield services to countries that need to get stranded gas or the know-how rolling.

Jason Arsenault discusses his company’s presence across 16-17 countries, specializing in designing, selling, and renting equipment for gas processing and energy production. The company focuses on stranded gas monetization, NGL creation, and power generation from underutilized gas resources, with a diverse portfolio of new, reconditioned, and recycled equipment.

A significant portion of the discussion centers on Venezuela’s energy sector challenges, particularly the decline of state-owned PDVSA. Given Jason’s personal connections (his wife is Venezuelan), he explores potential opportunities for ARC Energy to help restore production and stabilize the country’s energy industry, with references to U.S. government involvement through Secretary of Energy Chris Wright.

The transcript covers the growing development of shale and unconventional plays in countries like Turkey, Bahrain, and Saudi Arabia. There’s emphasis on how American service companies and technologies can capitalize on these opportunities by providing specialized skills and equipment needed for unconventional reservoir production.

A key theme is the contrast between regulatory environments—particularly highlighting the difficulty of obtaining permits in California versus the relative ease in other countries. This underscores the importance of local partnerships and understanding regional regulatory and political landscapes.

The discussion emphasizes natural gas as a cleaner energy source, focusing on reducing flaring and methane emissions through capturing and monetizing stranded gas resources while minimizing environmental impact.

Connect with Jason on his LinkedIn: https://www.linkedin.com/in/arcenergyequipment/

Check out ARC Energy: https://www.arcenergy.com/

A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

And we have WellDatabase rolling in as a new sponsor.

" 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

●

Check out The Energy News Beat Substack https://theenergynewsbeat.substack.com/

Also, a shout-out to our great Sponsors:

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

https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

We also have a New Sponsor onboarding now. Welldatabase.com https://welldatabase.com/

This was a hard-hitting discussion by Mike Ariza, Downstream Expert, fresh off last night's Town Hall with Professor Mische and a host of other key people discussing the horrific National Security Crisis in California and how the Strait of Hormuz is about to impact the entire half of the United States. Yes, you heard that correctly.

" If you can't move food, I mean, you can, if the Port of Los Angeles shuts down, the Porta Long Beach shuts down. And if you can move food people are going to starve in California and Reno and Vegas and Arizona. And that's just, it's a simple fact. If you don't have the fuel, you don't have the logistics. "

Mike Ariza, Downstream Energy Expert

Thank you, Mike, and we look forward to seeing you and the Professor with David Blackmon on the next Energy News Beat Panel on California National Security Crisis Unfolding.

The Podcast focuses heavily on California's declining refinery capacity (down to just 7 refineries) and the state's growing dependence on imported fuel—40-60% of gasoline, diesel, and jet fuel now comes from outside the state. This has created infrastructure bottlenecks and supply constraints, leading to price spikes.

• Agriculture: Farmers face bankruptcy due to skyrocketing diesel and fertilizer costs
• Fishing: Small fishermen struggle with increased regulations and monitoring costs
• Broader economy: Risk of food shortages and potential civil unrest if fuel supply is disrupted

The discussion critiques several state policies:

• The "cap and invest" program, characterized as ineffective and benefiting certain groups
• Reluctance to approve new oil and gas permits despite available resources
• A perceived disconnect between environmental policies and practical energy security needs

There's an emphasis on the need for federal intervention, particularly invoking the Defense Production Act to stabilize the energy market and keep refineries operational.

We cover the alternatives, including:

• The Sable offshore project for increased domestic production
• Renewable diesel options, though, with concerns about high energy consumption and costs

Check out The Energy News Beat Substack https://theenergynewsbeat.substack.com/

Also, a shout-out to our great Sponsors:

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

https://reeseenergyconsulting.com/.

A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report

And check out The Energy News Beat Substack at https://theenergynewsbeat.substack.com/