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Energy Realities

Energy Realities

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After 94 Episodes of the Energy Transition, the name was changed to Energy Realities. No holds barred, and physics and humanity matter. The gang has fun, and listeners can engage with the team on the weekly live broadcast. Contact any of the hosts to ask questions, and check to see if you would be a great fit to be a guest on the show. Hosted by: Armando Cavanha, Energy Thought Leader, Podcast Host, Curitiba, Parana, Brazil Contact on Twitter @cavanha Tammy Nemeth, International Energy Thought Leader, Podcast Host, UK, Canada @thenemethreport Irina Slav is an international author for oil prices, substacks, and others, writing about energy, mining, and geopolitical issues. Bulgaria Contact on Twitter @SlavEnergy David Blackmon is the principal at DB Energy Advisors, an energy author, contributing author for Forbes, and podcast host. Contact on Twitter @EnergyAbsurdity Stu Turley, CEO, Sandstone Group, Podcast Host Energy News Beat https://energynewsbeat.co/ @STUARTTURLEY162022 Sandstone Group Politik & Regierungen
  • China v. America on Rare Earth and Critical Energy Minerals
    Oct 13 2025

    You won’t want to miss this live discussion from the Energy Realities team on China v. the US in the Critical Mineral market control that is getting global attention. China has been taking additional steps to control supply in various ways, and we will cover how the Trump administration is looking to secure key sources of critical minerals. With David Blackmon, Irina Slav, Tammy Nemeth, and Stu Turley.

    As China tightens its grip on rare earth and critical energy minerals materials vital to modern technology and defense systems, the Energy Realities team dives deep into what this means for the global economy and Western energy security. From supply chain dominance and environmental resistance to national security implications and policy failures, this discussion unpacks the strategic challenges the U.S. and its allies now face.

    We had a great discussion, and Stu brought up the fact that General Flynn had pointed out last week, when they were recording the podcast, that we all need to get involved and not sit on the sidelines anymore. The fact that we stood by and let our country get this bad is something we need to take to heart and take action locally. That episode with General Flynn is releasing tomorrow morning.

    President Trump is going to get the critical mineral issue figured out, and we need to encourage Secretary Zeldin to get after regulatory reform before it is too late. We only have months, not years, to get the ore-refining capacity moving, and we will probably see wartime investments and action from the Trump administration.

    Highlights of the Podcast

    00:11 – Introduction

    03:00 – China’s Global Influence and U.S. Response

    04:16 – Warnings Ignored: The West’s Missed Opportunities

    06:50 – Environmental Barriers to Mining

    08:11 – The Irony of Green Resistance

    12:03 – National Security and Supply Chain Risks

    19:01 – Political Compromise and Chinese Influence in the West

    23:09 – Useful Idiots and Ideological Alignment

    26:56 – Political Incompetence in the West

    30:00 – Call for Action: Building Domestic Capacity

    32:17 - Nations Rallied To Stop the 1970s Oil Crisis. It’s Time To Do The Same For Critical Minerals

    34:45 - Carney's dead end for Alberta oil

    37:31 - Foreign Billionaire Pours Millions Into U.S. Politics to Push Radical Green Agenda

    38:35 - China v America on Rare Earth and Critical Energy Minerals

    38:46 - Ferrari slashes 2030 electric car plan in half

    42:43 - China and Iran Seal Oil-for-Infrastructure Deal to Bypass U.S. Sanctions

    43:24 - Phil Mickelson says if you want cleaner Beaches, then restart oil drilling

    44:23 - Greenpeace Threatens Crown Estate With Offshore Wind Lawsuit

    45:26 - European Union and energy

    49:46 – Climate Litigation and Political Hypocrisy

    50:59 – Closing Remarks

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    52 Min.
  • Fear and Loathing in the Net Zero Camp
    Oct 6 2025

    You don’t want to miss this episode of the Energy Realities Podcast with the International Team from the UK, EU, and the US. We have Dr. Tammy Nemeth, Irina Slav, Stu Turley, and David Blackmon. We will be covering the latest updates in Net Zero, like the reports that the Net Zero Banking Alliance has voted to cease operations. Is this yet another fallout from the Trump UN Speech?

    This episode dives into the unraveling of the Net Zero movement—from Europe’s industrial collapse and green energy failures to the hypocrisy behind corporate “greenwashing.” It explores how political shifts, financial pushback, and the realities of energy demand are reshaping the global sustainability agenda. With insights from across continents, it exposes the widening gap between climate idealism and energy realism.

    Germany’s industrial Collapse is legendary, and the number of jobs lost due to deindustrialization is estimated between 300,000 and 400,000. The number of companies that left or shut down due to increased energy costs is staggering.

    Examining the financial impact of Net Zero on Germany’s GDP is remarkable, and Dr. Tammy Nemeth raised a point that the EU is considering revising or redefining GDP as a measure of financial stability. If you can have a growing economy, redefine the normal fiscal definitions.

    For the full article check out:

    Has Net Zero Cost Germany Its Top Spot in Manufacturing?

    Highlights of the Podcast

    00:13 - Introduction

    03:03 - The Net Zero Movement’s Bad Year

    07:05 - Economic Decline Across Europe

    12:15 - The “Blessing of the Ice Block”

    15:02 - Germany’s Industrial Collapse

    20:28 - The Meat Industry and “Protein Craze”

    25:25 - Greenwashing and Forced Compliance

    30:09 - Political Pushback in Europe

    32:40 - Mark Carney’s Shift From Climate-Change Warrior to Fossil-Fuel Cheerleader

    35:44 - Minister Hodgson announces $22M for Quebec battery innovation

    38:32 - UN, Nature Declare War on GDP With Their ‘Doughnut of Prosperity’

    39:34 - Net-Zero banking alliance folds after mass exodus by members

    42:05 - Italy's economic woes have a climate upside, for now

    43:51 - California’s solar and battery combo packs a transformational punch

    48:07 - Update on the Chevron Refinery in California - A national security disaster just got worse as a possible drone strike

    50:56 - AI computing demand: An additional 55 GW of power capacity required globally by 2030

    55:15 - Lighthearted Closing

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    1 Std.
  • The UN and Climate Week Experience the Trump Effect
    Sep 29 2025

    What a week at the UN. They were expecting a climate and green energy rally, but they got President Trump going off the teleprompter and delivering some Energy Realities that were more like a shark in a tidal pool filled with fish that could not escape. Buckle up and enjoy the global impact of the Presidential speech at the UN General Assembly.

    In this week’s episode of The Energy Realities Podcast, hosts Stuart Turley, David Blackmon, Dr. Tammy Nemeth, and Irina Slav for a lively discussion on the “Trump Effect” that shook the UN and Climate Week. From the broken teleprompter moment to Trump’s fiery critique of global climate policies and migration funding, the panel dives deep into how his remarks exposed the contradictions of the green agenda.

    Packed with sharp analysis, humor, and hard truths, this episode reveals how political theater at the UN became a reality check for the global climate establishment.

    Personally, I think that we should defund the UN and throw them out of the United States. There is more than enough evidence that they have used USAID money against our country.

    Highlights of the Podcast

    00:00 - Opening & Introductions

    02:23 - Trump’s UN Speech Breakdown

    05:39 - Trump’s Speaking Style & Confidence

    08:30 - Energy Transition and Economic Realities

    11:16 - The UN’s Climate Contradictions

    12:11 - Socialist Roots of Climate Policy

    12:54 - OPEC+ and Climate Irony

    14:20 - Trump Calls Out the UN on Migration

    16:36 - NGOs, Migration, and Global Funding

    18:11 - Humor & Hard Truths

    19:46 - The Desperation of Climate Week Messaging

    22:02 - Shifting the Climate Narrative

    23:21 - The Language of “Affordable Clean Energy”

    27:04 - EV Hype and Market Realities

    29:09 - The Brief - China’s empty promises on the road to Belem

    31:02 - UN Assembly: PM Carney Speaks of Sustainability Summit

    32:27 - Increasing tree size across Amazonia

    34:05 - Energy Dept. adds ‘climate change’ and ‘emissions’ to banned words list

    36:11 - New report projects $95 future breakeven price for US shale oil

    42:10 - Why Advertisers Are Returning To Big Oil Despite Net-Zero Pledges

    44:56 - US climate groups reframe the green pitch around energy costs

    48:21 - Chinese lithium battery system took down South Korean intelligence agency, and Texas has 1200 of these installed

    49:30 - U.S. Presses India: Cut Russian oil imports or watch trade deal slip away - Could be bad for the U. S. Dollar

    55:42 - Global Governance, Free Speech & Resistance

    58:59 - Final Thoughts & Wrap-Up

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    1 Std.
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