Best Demand Response Assets Podcasts (2025)

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Stayin’ Alive – Battling Through Tough Times, E&Ps Continue Pursuit of Scale and Fresh Inventory 11:17

Play Pause

9h ago11:17

11:17

These are challenging times in the oil patch. Crude oil prices continue to sag. E&Ps are trimming their capex, share buybacks, and staff. Some worry that production may be peaking. And yet, upstream M&A activity continues unabated as producers seek to gain scale, expand into new plays — or double down on old ones — and replenish their inventory of …

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The Infrastructure Race: Bitcoin Mining Meets AI with Taylor Towler and Bill Schneider 1:19:50

23h ago1:19:50

1:19:50

This episode goes deep into the future of Bitcoin mining and AI-driven data centers with Taylor Towler of Solomon Data Systems and Bill Schneider, a global sourcing and energy strategist. Together with JohnPaul, they unpack the real economics behind power, infrastructure, and policy, from scaling megawatt projects to navigating utility politics and…

1
A Fragile Thing – Fire at Chevron’s El Segundo Refinery Shows Vulnerability of California Refining Sector 10:04

1d ago10:04

10:04

A fire swept through Chevron’s El Segundo, CA, refinery on October 2, upsetting production of gasoline, jet fuel and diesel. The incident raised fresh concerns about higher prices and highlighted the fragility of the state’s refining network, already challenged by years of weak margins, rising regulatory compliance costs and softening gasoline dema…

1
Poker Face – Pipelines Bet They Can Slash Power Costs With Demand-Response Programs 13:25

1d ago13:25

13:25

By Lisa Shidler

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New Mexico – More on Sour-Gas-Related Assets in the Permian’s Northern Delaware Basin 10:35

3d ago10:35

10:35

By Housley Carr

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Got You All in Check – Ethane Pricing Dynamics Shift With Increased Exports 10:14

4d ago10:14

10:14

U.S. Gulf Coast ethane exports were up sharply in September thanks to the startup of new export terminals in Texas. The surge in export volumes contributed to an 8% increase in ethane prices between July and September and a similar jump in the ratio between ethane and natural gas. In today’s RBN blog, we look at how the recent additions to export c…

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New Mexico - Targa’s, Enterprise’s and MPLX’s Sour-Gas-Related Assets in the Northern Delaware 12:50

7d ago12:50

12:50

The midstreamers that built out and/or acquired the sour gas treatment facilities, acid gas injection wells and other assets E&Ps need to exploit the Northern Delaware Basin’s crude-oil-saturated rock are sittin’ pretty. Put simply, they anticipated what is now a race to “Drill, baby, drill!” in Lea County, NM, where the IP rates for crude are high…

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16 Candles - Revisiting the Argus Sour Crude Index’s Role in U.S. Crude Pricing, Refining 12:05

8d ago12:05

12:05

In the early 2000s, prices for West Texas Intermediate (WTI) were becoming increasingly disconnected from global fundamentals. WTI reflected conditions in the Midcontinent at the Cushing, OK, crude oil storage hub, where bottlenecks repeatedly distorted its value. In today’s RBN blog, we look at how the problem contributed to the creation of the Ar…

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Things Have Changed - Rebound in U.S. Crude Exports Driven By Shifts in Production, Imports, Refinery Runs 10:34

9d ago10:34

10:34

After setting an annual record of 4.1 MMb/d in 2024, U.S. crude exports started off this year relatively strong, but cracks soon began to show, with volumes falling all the way to 3.2 MMb/d in July, one of the weakest months since 2023. But just when it seemed the momentum was gone, Gulf Coast exports rebounded to near 3.9 MMb/d in August and are t…

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Sweet Virginia - Data Center Developers Still Eager to Call Virginia Home 12:10

10d ago12:10

12:10

More than 70 new data centers are under development in Virginia, which is already the world’s leading hub for the massive, high-tech facilities. But given the rapid pace of the buildout and the challenges that come with it, it’s probably no surprise that not everyone in the Old Dominion State is as enthusiastic about data centers as they once were.…

1
Evolution - How the Shale Boom Remade the Gas Market and Turned the U.S. Into a Major LNG Exporter 13:45

11d ago13:45

13:45

It’s well understood today that the U.S. natural gas market turned from potential domestic shortages to major LNG exports thanks to the Shale Revolution. What is not so well remembered is that the dramatic shift in the U.S. gas market wasn’t widely understood at the time and took several years to be accepted by the energy industry. In today’s RBN b…

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Sweet Virginia - Data Center Developers Drawn to Virginia by Fiber-Optic Network, Low Power Prices 13:33

14d ago13:33

13:33

Before data centers were the hot topic everywhere, Virginia was already rolling out the red carpet and it seemed that tech firms were constructing facilities as fast as humanly possible, drawn by the state’s robust fiber-optic network and low power prices. But while other states are racing to catch up, Virginia may be hitting the brakes. In today’s…

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Chances Are - Once Stuck in the Doldrums, Weather Derivatives May Have the Wind at Their Back 11:15

15d ago11:15

11:15

The popularity of weather derivatives has ebbed and flowed since their introduction in the late 1990s but trading activity has rebounded in recent years as the trading community has increasingly begun to reassess the need to hedge weather-related risks — everything from high temperatures and rainfall levels to power prices and cooling demand. In to…

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Missing Piece - Natural Gas Pipeline Data is Crucial to Uncovering Critical Market Insights 10:40

16d ago10:40

10:40

Natural gas prices at the Waha hub in West Texas plunged below zero again recently after force majeure and maintenance events across multiple pipelines left Permian producers scrambling to move their gas out. Persistent congestion will remain a big headache this fall and likely again in the spring, before the new Blackcomb and Hugh Brinson pipeline…

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Evolution - How LNG Exports Came to Dominate U.S. Natural Gas, and Where the Market is Heading 10:22

17d ago10:22

10:22

Ten years ago, U.S. exports of natural gas in the form of LNG were a footnote in the market. But that all changed in 2016. In February of that year, the first shipment of LNG from the Lower 48 states set sail when the vessel Asia Vision departed from Cheniere Energy's Sabine Pass export terminal in Louisiana. This was the culmination of a remarkabl…

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Louisiana Saturday Night - Meta's Massive Data Center Development Puts Focus on the Bayou State 11:40

18d ago11:40

11:40

Data center mania is sweeping across the U.S., grabbing headlines and spurring investor interest. It has now reached Louisiana, where Meta is building one of the largest developments in the Western Hemisphere. In today’s RBN blog, we’ll look at two gigantic projects planned for Louisiana, the early challenges the Bayou State faced in luring develop…

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New Mexico - The Sour-Gas-Related Infrastructure of the Booming Northern Delaware Basin 12:30

21d ago12:30

12:30

The numbers out of Eddy and Lea counties in southeastern New Mexico are nothing short of staggering. Crude oil production at 2.3 MMb/d, or one-sixth of total U.S. output. Natural gas production north of 9 Bcf/d and rising fast. More than 90 active rigs — again, one-sixth of the U.S. total. Many top E&Ps are stoked about the Northern Delaware Basin …

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Power, Politics, and Progress: Building America’s Bitcoin Infrastructure with Matt Prusak 52:26

22d ago52:26

52:26

Dive into this conversation with Matt Prusak as he walks through his journey from USBTC and Hut 8 to launching ABTC. We cover strategy, treasury, risks, and why “maximizing Bitcoin per share” is the new gold standard for mining. Here are episode timestamps: 00:00:00 Intro and ABTC mission 00:01:00 Matt’s background and shift to Bitcoin mining 00:03…

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Return to Me - Increasing Gasoline Grade Differentials Draw Attention Back to the Octane Market 12:21

22d ago12:21

12:21

The last three years have seen historic changes in the U.S. octane market. The wholesale value of octane, the primary yardstick of gasoline quality and price, spiked threefold in 2022, followed by another year of high values in 2023. The numbers for 2024 and (so far) 2025 have been more stable, but still historically high. In today’s RBN blog, we l…

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Let's Wait Awhile - E&Ps Worried About Oil Prices Keep Spending in Check as Acquisitions Boost Output 15:19

23d ago15:19

15:19

Although Labor Day has passed, most of the country is still enjoying balmy and relatively tranquil weather as we approach the onset of fall. However, a decline in crude oil prices since a mid-June peak has induced a profound chill in the boardrooms of oil and gas producers. Investors are becoming increasingly nervous as the crude spot price approac…

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Apples and Oranges - In Midstream Space, a Medley of Natgas and Produced Water M&A and IPOs 11:17

24d ago11:17

11:17

This summer, like the spring, winter and fall that preceded it, has seen a lot of dealmaking among midstreamers. And not just M&A and divestitures by the folks who gather, transport and process hydrocarbons but a major acquisition — and a rare IPO! — in the produced water slice of the midstream pie. Apples and oranges, maybe, but there are two comm…

1
God Blessed Texas - Proposed Data Centers in Texas Would Be Enormous, But How Many Will Be Built? 11:44

25d ago11:44

11:44

The data center boom is sweeping across the country and Texas has garnered more proposals for new centers than almost any other state. If every planned project were to go forward, it would mean nearly 9 gigawatts (GW) of additional electricity demand, or just over 1 Bcf/d of natural gas. That’s enough to power the entire country of Switzerland. In …

1
Don't Worry, Be Happy - NGL Markets Relying on the Permian Ask, What If Crude Production Is Peaking? 9:04

28d ago9:04

9:04

OPEC+ is ramping up production, WTI is hanging below $65/bbl, and Permian crude oil production growth has slowed to a crawl, raising the question of whether oil output in the U.S.’s #1 shale play might, in fact, be peaking. That’s making some folks on the NGL side of things a little skittish. They’re wondering what a leveling off — or an outright d…

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Do Ya Think I‘m Waxy? - A New Drill Down Report on Waxy Crude Production in the Uinta Basin 9:54

29d ago9:54

9:54

Oil and gas producers’ interest in each of the U.S.’s shale and tight-rock production areas has waxed and waned over the past quarter century or so. First it was the Barnett Shale, the birthplace of the Shale Revolution in the late 1990s. Then came the Fayetteville, Haynesville, Marcellus/Utica, Eagle Ford, Bakken, Permian, Denver-Julesburg (DJ) an…

1
Get Together - Alberta Oil Sands Consolidation Fires Up With Cenovus-MEG Merger — Maybe! 15:14

1M ago15:14

15:14

Merger activity this year has been frequent in Canada’s oil and gas sector as companies strive for scale and efficiencies in an increasingly competitive landscape. The latest M&A salvo arrived in late August when MEG Energy agreed to a takeover offer from Cenovus Energy to create the largest bitumen producer in Alberta’s oil sands. With billions of…

1
Unpredictable - U.S. Refiners Must Adapt to Complex, Shifting Forces to Thrive in Today's Market 10:53

1M ago10:53

10:53

The refining industry is complex and unpredictable. Recent plant closures in the U.S. and abroad, as well as mounting pressure to produce more renewable diesel (RD) and sustainable aviation fuel (SAF), have shifted the landscape. In addition, an eight-year battle over CITGO’s three U.S. refineries has taken a new direction. Despite these shifts, th…

1
Go West - ONEOK Launches Open Season for Proposed Refined Products Pipeline to Phoenix 11:06

1M ago11:06

11:06

Strong demand for refined products (especially jet fuel) in Arizona and refinery closures in Southern California have spurred the development of a new refined products pipeline from West Texas to the Phoenix area. ONEOK, whose acquisition of Magellan Midstream Partners made it a player in refined products, has announced an open season for the propo…

1
Two of Us - U.S., Canadian Energy Market Connections More Critical Than Ever Amid Rapid Changes 11:12

1M ago11:12

11:12

North America is an integrated energy market so deeply connected that it functions as one massive, interdependent system for the three “drillbit hydrocarbons”: crude oil, natural gas and NGLs. But the rapid changes happening in the market now — driven not only by supply/demand dynamics and evolving infrastructure but also regulatory policies and po…

1
Bitcoin on the Big Screen with Lauren Sieckmann 44:33

1M ago44:33

44:33

Dive into this episode with filmmaker Lauren Sieckmann, co-director of Unbanked, as she shares her journey from Nebraska to directing a global Bitcoin documentary. Use the timestamps below to jump straight to the moments that matter most. 00:00 – Intro: JP introduces Lauren Sieckmann, co-director of Unbanked, and her journey into Bitcoin filmmaking…

1
Won't Get Fooled Again - Forecasting Texas/Louisiana Data Center Demand for Natural Gas 15:03

1M ago15:03

15:03

Which is true, A or B? (A) Data center demand to power AI applications is the most transformative force to hit energy markets in years, or (B) This is one of the most overhyped, inflated narratives ever. We hear a constant stream of announcements, promotions and proclamations from developers, tech giants, utilities and politicians, many predicting …

1
Zero Sum Game - U.S. E&Ps Tilt Cash Allocation to Maintain Solid Balance Sheets as Cash Flows Ebb 13:13

1M ago13:13

13:13

For most of us, matching spending with income is the logical path to financial stability. However, after decades of aggressive investment in search of growth, the “dollars in equals dollars out” method of allocating free cash flow has been an adjustment for many U.S. oil and gas producers. Their post-pandemic concentration on keeping capital spendi…

1
Don't Stop Believin' - The Push to Enable Higher Appalachian Gas Flows Into North Carolina 11:52

1M ago11:52

11:52

After a decade of regulatory and legal challenges, Mountain Valley Pipeline (MVP) finally came into service in the middle of last year. The 2-Bcf/d pipeline — soon to be expanded to 2.5 Bcf/d via additional compression — was designed to ease natural gas takeaway constraints out of the Marcellus/Utica and help production there break past its current…

1
Climb Ev'ry Mountain, Encore Edition - WhiteWater Unveils Its Latest Permian-to-Gulf Project: Eiger Express Pipeline 12:43

1M ago12:43

12:43

Crude oil production in the Permian may or may not have peaked — that’s TBD. What we do know is that even if the shale play’s oil output flatlines, the Permian will generate increasing volumes of natural gas (and NGLs) and virtually all of it will need to be piped to other markets, primarily the Gulf Coast to feed existing and planned LNG export te…

1
The Dog Days Are Over - U.S. Refiners Could Benefit from Struggles Refineries Are Facing Abroad 12:50

1M ago12:50

12:50

Refineries in Europe, Latin America, Russia and China are facing a host of issues that could ultimately benefit U.S. refiners. Europe has high operating costs and political pressures. Attacks have damaged Russia’s refineries, and the country continues to get blasted with steeper sanctions. China’s aging plants are closing and there are no new large…

1
Wrong Road Again - U.S. E&P Earnings Resume Slide in Q2 2025 After Promising Start to Year 12:45

1M ago12:45

12:45

U.S. interstates are populated with electronic displays that update drivers in real-time on traffic conditions, road closures, weather alerts and other important events. If there was a sign for executives steering our nation’s oil and gas producers, it would likely read “Poor Visibility, Slow Down Ahead.” After a short-lived price rally in Q1 2025,…

1
We Are Never Ever Getting Back Together - Upstream Divestitures in the Wake of Big-Dollar M&A 12:44

1M ago12:44

12:44

The fact is, many major E&P acquisitions include at least some production assets that don’t align with the acquiring company’s long-term strategic plans. Also, it’s often true that big-dollar M&A increases the buyer’s debt level — and it’s typical in such cases that the company commits to quickly reducing its debt through the divestiture of non-cor…

1
By the Time I Get to Phoenix - Energy Transfer to Take Permian Gas West on Transwestern Expansion 10:29

2M ago10:29

10:29

Midstreamers developing natural gas takeaway capacity out of the Permian have understandably focused on pipelines to the Gulf Coast — and along the coast to LNG export terminals and other big gas consumers. But don’t forget the Desert Southwest, where demand for gas-fired power is soaring. Energy Transfer recently committed to building a 516-mile, …

1
Climb Ev'ry Mountain - WhiteWater Unveils Its Latest Permian-to-Gulf Project: Eiger Express Pipeline 12:43

2M ago12:43

12:43

Crude oil production in the Permian may or may not have peaked — that’s TBD. What we do know is that even if the shale play’s oil output flatlines, the Permian will generate increasing volumes of natural gas (and NGLs) and virtually all of it will need to be piped to other markets, primarily the Gulf Coast to feed existing and planned LNG export te…

1
What Happened in Wyoming - Crude Differentials Tighten at Guernsey as Demand Rises, Production Ebbs 11:18

2M ago11:18

11:18

In the U.S., crude oil trading hubs like Houston, Midland and Cushing get the lion’s share of the market’s attention. But travel a bit further north and you can find one of the more unusual and liquid crude markets in the country — Guernsey, WY — a focal point for producers in Western Canada, North Dakota, Wyoming, Utah and Colorado. Over the last …

1
Building Life Insurance for the Bitcoin Economy with Zachary Townsend 46:45

2M ago46:45

46:45

This episode follows JP’s conversation with Zachary Townsend, CEO of Meanwhile, covering how he built the first fully Bitcoin-denominated life insurance company and its role in the emerging Bitcoin economy. [00:00:00] Introduction. JP welcomes Zachary and the topic of Bitcoin life insurance. [00:01:00] Why Bitcoin + Life Insurance. Starting from th…

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Finding My Way - Canada's Pitch on Data Centers Focuses on Hydropower, Natural Gas Resources 9:06

2M ago9:06

9:06

As demand for data centers accelerates, developers continue to search for locations that offer the best combination of several factors, starting with the availability of uninterrupted (and affordable) power. Those variables have led to a data-center buildout in several parts of the U.S., such as Northern Virginia, Texas and California’s Silicon Val…

1
Can't Hold Back - Cactus I and II Pipelines Remain Key to Corpus Christi's Role as Crude Export Hub 13:20

2M ago13:20

13:20

The original Cactus Pipeline was a pioneer in moving large volumes of crude oil from the Permian and the Eagle Ford to the Corpus Christi area, which quickly became a leader in U.S. crude exports. Cactus II, an even longer and larger pipeline that came online in H2 2019, only added to Corpus Christi’s export prominence. But the competition with Per…

1
Little Things Mean a Lot - Leak at ECHO Terminal Highlights Crude Market Sensitivity 11:01

2M ago11:01

11:01

A crude oil leak last Tuesday at the Enterprise Crude Houston (ECHO) terminal disrupted regional flows and caused crude differentials to move higher over the course of the week. While the spill was swiftly addressed by terminal owner Enterprise Products Partners, it still affected inbound and outbound operations for a few days. In today’s RBN blog,…

1
The Race Is On – The Efforts to Develop More Crude Oil Pipeline Capacity From Alberta to Cushing 9:49

2M ago9:49

9:49

A few months ago, Enbridge unveiled its plans to expand its massive Mainline and smaller Express/Platte crude oil pipeline systems into the U.S. Midwest/Great Plains. We blogged about those plans, and followed up with a look at how the incremental volumes of Western Canadian crude on the Mainline and Express/Platte might move south from PADD 2 to w…

1
Anticipation - For Smaller Midstreamers, Betting on What's Needed Next Is the Key to Success 11:29

2M ago11:29

11:29

The build-out of the Permian’s midstream infrastructure over the past 10 years has created extraordinary opportunities for startup companies, most of them backed by private equity. Each of us could cite several examples of midstreamers that, with a combination of guile and grit, developed gathering systems, gas processing plants, pipelines and othe…

1
Helter Skelter - Wave of LNG FIDs and Data Center Mania Spur a Flood of Gas Pipelines Projects 13:15

2M ago13:15

13:15

Odds are there’s never been a busier, more frantic time for natural-gas-related infrastructure development in Texas and Louisiana than right now. Construction is underway or imminent at no fewer than seven Gulf Coast LNG export terminals with a combined capacity of 16 Bcf/d.By Housley Carr

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Us and Them - U.S. Refiners to Remain Global Leaders, but Prospects Vary Widely by Region 16:24

2M ago16:24

16:24

The U.S. refining industry has undergone a number of changes in recent years and more turbulence looks likely as global economic and trade patterns shift and energy transition moves forward. For some refineries, this has led to closures due to weak profits, rising regulatory costs and declining demand for products, particularly gasoline. But other …

1
I Know Places - Tech Giants May Be the Surest Bets for Data Center Power Demand 15:30

2M ago15:30

15:30

Data centers are a buzzy topic in the energy industry, and while there is still a lot of fuzziness about what will actually get built and how much natural-gas-fired power will be needed to support these projects, there’s no doubt that major technology companies are well along in planning a number of massive data centers across the country. In today…

1
Let's Twist Again - Oil and Gas Companies Experiment With Twisty New Well Designs to Boost Output 11:30

2M ago11:30

11:30

The oil and gas industry is always working to develop the most efficient methods for unlocking more hydrocarbons. To cut costs and maximize output from their acreage, some companies are rolling out more creative well designs, such as U-turn (aka “horseshoe”) and J-hook wells, which use dramatic, 180-degree underground turns to access more oil and g…

1
Tighten Up - The Stars Align and the Western Canadian Heavy/WTI Differential Narrows 12:32

2M ago12:32

12:32

Any number of things can impact the price of specific types of crude oil at various locations — supply interruptions, takeaway constraints and refinery outages, to name just a few. Every so often, the stars align and just about all those factors narrow the differential between, say, Western Canadian Select (WCS) and West Texas Intermediate (WTI) at…