# lng (podcasts) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover lng. Page: Feed: --- ## [Rhetoric vs. Blockade: Unpacking Washington's Mixed Signals in the Strait of Hormuz](https://energygeopoliticsandstatecraft.substack.com/p/rhetoric-vs-blockade-unpacking-washingtons) _2026-08-22 · Francesco Sassi · Energy Geopolitics & Statecraft_ In a recent interview with TRT World, I broke down why Oman, Gulf exporters, and global energy markets are caught in the crossfire of U.S. strategic ambiguity. [Listen](https://api.substack.com/feed/podcast/212257818/dc1b47a7007d25e7a1988d749607984b.mp3) ## [The Dushanbe–Tehran Oil Bypass: Central Asia’s New Energy Dilemma](https://energygeopoliticsandstatecraft.substack.com/p/the-dushanbetehran-oil-bypass-central) _2026-08-21 · Francesco Sassi · Energy Geopolitics & Statecraft_ Faced with Russian supply failures and US economic blockades, Tajikistan tests a new fuel corridor through Iran and China. ## [Resurrecting Keystone XL: Pipeline Politics in the Age of Trade Warfare](https://energygeopoliticsandstatecraft.substack.com/p/resurrecting-keystone-xl-pipeline) _2026-08-20 · Francesco Sassi · Energy Geopolitics & Statecraft_ How Donald Trump’s tariff gambit against Mark Carney exposes the structural tension between US leverage and Canadian energy autonomy. ## [UAE Cuts Ties with Iran in the Hormuz Escalation](https://energygeopoliticsandstatecraft.substack.com/p/uae-cuts-ties-with-iran-in-the-hormuz) _2026-08-19 · Francesco Sassi · Energy Geopolitics & Statecraft_ Missile strikes, targeted ADNOC vessels, and a U.S. "Indefinite Blockade" push Abu Dhabi to weaponize trade and bypass the Strait. ## [The Return of the Megastructure: Libya and Egypt’s Border-Defying Pipeline](https://energygeopoliticsandstatecraft.substack.com/p/the-return-of-the-megastructure-libya) _2026-08-18 · Francesco Sassi · Energy Geopolitics & Statecraft_ As the Strait of Hormuz crisis reshapes global energy trade, Cairo and Tripoli look to bridge political divides with an 800-km oil lifeline. ## [India’s Atomic Pivot: Inside Modi’s 100 GW Nuclear Ambitions](https://energygeopoliticsandstatecraft.substack.com/p/indias-atomic-pivot-inside-modis) _2026-08-17 · Francesco Sassi · Energy Geopolitics & Statecraft_ How New Delhi is privatising its civil nuclear sector, leveraging thorium, and navigating US-Russia geopolitical crossfire to secure its power grid. ## [Expanding Horizons — TPAO, Global Energy Diplomacy, and the "Blue Homeland"](https://energygeopoliticsandstatecraft.substack.com/p/expanding-horizons-tpao-global-energy) _2026-08-16 · Francesco Sassi · Energy Geopolitics & Statecraft_ Reflecting on my recent conversation with Anadolu Agency about Türkiye's evolving role in international energy markets, strategic offshore partnerships, and the concept of the Blue Homeland. ## [Sprinkle Some S&P500 In Your Midstream Portfolio](https://sl-advisors.com/sprinkle-some-sp500-in-your-midstream-portfolio) _2026-08-16 · SL Advisors, LLC · SL Advisors Talks Markets_ I was chatting with a long-time investor the other day. He told me that he couldn’t afford to withdraw any of his investment with us. The capital gains tax would be prohibitive, he went on to explain. We both chuckled at this high-class problem. I told him that creating such golden handcuffs is part of \[…\] [Listen](https://sl-advisors.com/podcast-download/24567/sprinkle-some-sp500-in-your-midstream-portfolio.mp3) ## [Spain’s Nuclear U-Turn: How the Persian Gulf War Forced Madrid to Keep Almaraz Alive](https://energygeopoliticsandstatecraft.substack.com/p/spains-nuclear-u-turn-how-the-persian) _2026-08-15 · Francesco Sassi · Energy Geopolitics & Statecraft_ Facing solar eclipses, gas storage drawdowns, and Middle East supply shocks, Spain extends its oldest nuclear reactor to 2030. ## [The Indefinite Blockade: Washington’s Dangerous New Strategy in the Gulf](https://energygeopoliticsandstatecraft.substack.com/p/the-indefinite-blockade-washingtons) _2026-08-14 · Francesco Sassi · Energy Geopolitics & Statecraft_ As the US pivots to an "indefinite" naval blockade of Iranian ports, supply shortfalls, Qatar LNG shutdowns, and military strain herald an era of endless energy crisis. ## [profullstack on Ko‑fi (Sponsored)](https://crawlproof.com/a/IUdXeDahShKg) _2026-08-14 · **Sponsored**_ Open the creator's Ko‑fi page. ## [ADNOC’s East Coast LNG Gamble: Can the UAE Outmaneuver Iran’s Strait Grip?](https://energygeopoliticsandstatecraft.substack.com/p/adnocs-east-coast-lng-gamble-can) _2026-08-13 · Francesco Sassi · Energy Geopolitics & Statecraft_ From domestic facility strikes to a new LNG export terminal, Abu Dhabi’s $28bn strategy exposes a deepening rift over Persian Gulf transit control. ## [The Zawiya Escalation: Libya’s Energy Infrastructure Under Attack](https://energygeopoliticsandstatecraft.substack.com/p/the-zawiya-escalation-libyas-energy) _2026-08-12 · Francesco Sassi · Energy Geopolitics & Statecraft_ As refineries, pipelines, and power stations burn, a new wave of hybrid sabotage threatens Tripoli, European energy imports, and international investments. ## [Today at 14:00 CET: How Drought and Heat are Reshaping European Power Markets](https://energygeopoliticsandstatecraft.substack.com/p/today-at-1400-cet-how-drought-and) _2026-08-11 · Francesco Sassi · Energy Geopolitics & Statecraft_ Join me today at 14:00 CET for a live Montel webinar on climate shocks, grid vulnerabilities, and market volatility across European energy systems. ## [Midstream Earnings Delight Once Again](https://sl-advisors.com/midstream-earnings-delight-once-again) _2026-08-09 · SL Advisors, LLC · SL Advisors Talks Markets_ Energy Transfer (ET) is the name most widely owned among those financial advisors we know with direct investments in the sector. It is perennially cheap, and it’s a frequent topic of conversation. It’s also a significant position of ours, so it was especially pleasing to see their strong second quarter earnings. As well as beating \[…\] [Listen](https://sl-advisors.com/podcast-download/24553/midstream-earnings-delight-once-again.mp3) ## [Will Gas Demand Boost Prices?](https://sl-advisors.com/will-gas-demand-boost-prices) _2026-08-02 · SL Advisors, LLC · SL Advisors Talks Markets_ By 2035 the demand for US natural gas will reach 163 Billion Cubic Feet per Day (BCF/D) according to Wells Fargo, an increase of half from last year. The twin drivers of this will be power generation whose natural gas consumption will rise from 36 BCF/D to 61 BCF/D, and exports, mostly Liquefied Natural Gas \[…\] [Listen](https://sl-advisors.com/podcast-download/24543/will-gas-demand-boost-prices.mp3) ## [The Danube Running Dry: Hungary’s First Post-Orbán Energy Crisis](https://energygeopoliticsandstatecraft.substack.com/p/the-danube-running-dry-hungarys-first) _2026-08-02 · Francesco Sassi · Energy Geopolitics & Statecraft_ As the Paks Nuclear Plant shuts down due to record-low water levels, Péter Magyar faces a severe grid emergency in Eastern Europe. ## [Energy By The Numbers](https://sl-advisors.com/energy-by-the-numbers-3) _2026-07-26 · SL Advisors, LLC · SL Advisors Talks Markets_ The 75th edition of the Statistical Review of World Energy contains all the data a student of global energy could need. If you need to know Latvia’s solar power generation over the past couple of years (1.4 Terrawatt Hours and 2.0 respectively), this is the place to look. Last year the world produced 600 Exajoules \[…\] [Listen](https://sl-advisors.com/podcast-download/24520/energy-by-the-numbers-3.mp3) ## [Building Away From Iran](https://sl-advisors.com/building-away-from-iran) _2026-07-19 · SL Advisors, LLC · SL Advisors Talks Markets_ Since the Iran War began at the end of February, the price of European LNG and a composite of three US LNG exporters (Cheniere, Venture Global and NextDecade) have tracked each other fairly reliably. At the outbreak of hostilities, LNG investors were slow to realize the opportunity, but after a month of conflict both were \[…\] [Listen](https://sl-advisors.com/podcast-download/24508/building-away-from-iran.mp3) ## [Fairly Valued and Still Valuable](https://sl-advisors.com/fairly-valued-and-still-valuable) _2026-07-12 · SL Advisors, LLC · SL Advisors Talks Markets_ We’ve been providing sector updates to a number of clients recently. Midstream had a good 1Q but stalled during 2Q. The resumption of hostilities last week pushed stocks higher, but even without that we think valuations remain attractive. Enterprise Value/EBITDA at 11.1X is close to the ten-year average, a period which includes the 2020 pandemic \[…\] [Listen](https://sl-advisors.com/podcast-download/24496/fairly-valued-and-still-valuable.mp3) ## [America’s Semiquincentennial](https://sl-advisors.com/americas-semiquincentennial) _2026-07-05 · SL Advisors, LLC · SL Advisors Talks Markets_ Around this time of year people ask me if we Brits celebrate July 4th. I have devised a variety of ripostes to this friendly goading. School history classes never even reached 1776 – interminable hours were dedicated to prior centuries. Perhaps English historians concluded nothing much important happened 250 years ago… Of course, we do \[…\] [Listen](https://sl-advisors.com/podcast-download/24485/americas-semiquincentennial.mp3) ## [Ship everywhere from one CLI (Sponsored)](https://crawlproof.com/a/vwocSLBIvFEy) _2026-07-05 · **Sponsored**_ One codebase, hosted runners, encrypted credentials, and automated submissions across stores ## [Awash In Oil](https://sl-advisors.com/awash-in-oil) _2026-06-28 · SL Advisors, LLC · SL Advisors Talks Markets_ Apparently, the senior executives of Exxon and Chevron weren’t the only ones worried about inadequate oil inventories causing prices to spike (see Is Crude At A Tipping Point?). The White House heard the message, and ships are once again moving freely through the Strait of Hormuz. The world is suddenly awash with oil, which by \[…\] [Listen](https://sl-advisors.com/podcast-download/24471/awash-in-oil.mp3) ## [Still Bullish After The Truce](https://sl-advisors.com/still-bullish-after-the-truce) _2026-06-21 · SL Advisors, LLC · SL Advisors Talks Markets_ Last week we were in Tampa and Orlando meeting with investors. It’s always a pleasure to see clients that have been with us for several years, because they’ve invariably had a positive experience. On the drive from Tampa to Orlando on I-4 we passed the exit for DisneyWorld, although sadly didn’t have time on this \[…\] [Listen](https://sl-advisors.com/podcast-download/24464/still-bullish-after-the-truce.mp3) ## [The Good News On Oil](https://sl-advisors.com/the-good-news-on-oil) _2026-06-14 · SL Advisors, LLC · SL Advisors Talks Markets_ Crude oil has so far not reached the heights expected by industry insiders, including senior executives at Exxon Mobil and Chevron. The reasons include China’s decision to stop building its inventories, which reduced demand by 3-4 Million Barrels per Day (MMB/D). Their high penetration of EVs has supported a shifting from gasoline to coal as \[…\] [Listen](https://sl-advisors.com/podcast-download/24456/the-good-news-on-oil.mp3)