Loading...
Loading...

This was a hard-hitting discussion by Mike Ariza, Downstream Expert, fresh off last night's Town Hall with Professor Mische and a host of other key people discussing the horrific National Security Crisis in California and how the Strait of Hormuz is about to impact the entire half of the United States. Yes, you heard that correctly.
" If you can't move food, I mean, you can, if the Port of Los Angeles shuts down, the Porta Long Beach shuts down. And if you can move food people are going to starve in California and Reno and Vegas and Arizona. And that's just, it's a simple fact. If you don't have the fuel, you don't have the logistics. "
Mike Ariza, Downstream Energy Expert
Thank you, Mike, and we look forward to seeing you and the Professor with David Blackmon on the next Energy News Beat Panel on California National Security Crisis Unfolding.
1. California's Energy CrisisThe Podcast focuses heavily on California's declining refinery capacity (down to just 7 refineries) and the state's growing dependence on imported fuel—40-60% of gasoline, diesel, and jet fuel now comes from outside the state. This has created infrastructure bottlenecks and supply constraints, leading to price spikes.
2. Economic Impact on Key IndustriesThe discussion critiques several state policies:
There's an emphasis on the need for federal intervention, particularly invoking the Defense Production Act to stabilize the energy market and keep refineries operational.
5. Potential SolutionsWe cover the alternatives, including:
Check out The Energy News Beat Substack https://theenergynewsbeat.substack.com/
Also, a shout-out to our great Sponsors:
A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast
https://reeseenergyconsulting.com/.
A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-report
And check out The Energy News Beat Substack at https://theenergynewsbeat.substack.com/
No transcript available for this episode.