CA's refining crisis, PJM capacity, China's $167B dam | BDE 07.25.25

California’s losing refineries, the East Coast grid is running tight, and everyone’s asking, can distributed power actually save the day? In this episode, I break down what’s shaking up the U.S. energy scene, from gasoline price shocks and a shrinking shale rig count to the strain on PJM’s capacity market. We also take a look at how China’s massive hydro play fits into the global picture, and where companies like Chevron and ExxonMobil are betting on automation. If you care about grid resilience, oilfield shifts, or the future of local energy generation, this one packs it all in.

Click here to watch a video of this episode.

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Click here to view the episode transcript.

00:00 - Intro
00:15 - California Refinery Crisis
08:40 - PJM Capacity Auction Insights
18:46 - China’s Motuo Hydro Project Overview
22:14 - Oil Production Challenges for Have-Nots
26:05 - Need for Energy Subsidies
26:57 - Tribute to Ozzy Osbourne
28:41 - Conclusion and Wrap-Up

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