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Energy News Beat Podcast

The Oil and Gas Global Markets Financial Update

03 Oct 2025

Description

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! - StuHighlights of the Podcast00:00 – Opening & Introductions04:08 – Bison Interests & Building Bison Insights08:04 – Global Oil Markets & Russia’s Influence13:14 – OPEC+ Spare Capacity Debate20:49 – California Energy Policy & Refinery Fires33:08 – ESG, Corporate Governance & Oil Majors41:35 – Layoffs at Imperial Oil & Corporate Culture44:57 – U.S. Industry Leadership & Historical Parallels47:17 – Methane Leakage, NGOs & Policy Critique55:01 – AI, Data Centers & Natural Gas Demand01:02:47 – Power Generation & Gas Turbine Shortages01:05:26 – Government Shutdown Impacts01:10:52 – Nuclear Energy Stocks & Market Bubble01:15:34 – Market Rally & Economic InsightsFull Transcript on the Energy News Beat Substack https://theenergynewsbeat.substack.com/p/the-oil-and-gas-global-markets-financial

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