Best Midstream Infrastructure Podcasts (2025)

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#246: Brian Schmidt (Tamarack Valley) - Waterfloods, Dividends & Expanding the Clearwater 1:03:15

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3h ago1:03:15

1:03:15

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Brian Schmidt - CEO of Tamarack Valley Energy - a TSX listed energy company with a market cap of ~$3 billion. Mr. Schmidt is Chief Executive Officer and a founder of Tamarack Valley Energy. He is Chair of Tamarack Clearwater GP Inc. which provides oversight to the Clearwa…

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EMD026 - Inventory Reality 5:55

9h ago5:55

5:55

Energy markets digest inventory reality Thursday as EIA data contradicts API expectations, while OPEC+ meeting anticipation and demand concerns pressure prices on October 2, 2025. WTI crude edged up 0.57% to $62.13 per barrel, rebounding slightly after three consecutive days of declines but remaining near four-month lows. Brent rose 0.50% to $65.68…

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EMD025 - EIA Catalyst 5:03

16h ago5:03

5:03

Energy markets position for today's EIA report after API delivered a surprise crude draw, while sanctions take effect and Kurdish flows continue stabilizing on Wednesday, October 1, 2025. WTI crude rose modestly to $62.56-$62.65 per barrel, recovering slightly after two days of declines. Brent climbed to $66.20-$66.25, also bouncing from recent wea…

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EMD024 - Sanctions Roll-Out 4:50

2d ago4:50

4:50

Energy markets consolidate Tuesday amid emerging sanctions details and stabilizing Kurdish flows, positioning ahead of tomorrow's EIA report on September 30, 2025. WTI crude fell 0.59% to $63.08 per barrel, trading in a $64.50-$65.50 range after Monday's resumption dip and last week's 5.2% rally. Brent dropped 0.7% to $68.50, below key $68 support …

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EMD023 - Kurdish Resumption Impact 4:25

22h ago4:25

4:25

Energy markets open the week pulling back from last week's rally on Monday, September 29, 2025, as Kurdish oil flows resume but face immediate constraints, while geopolitical tensions provide a supportive floor. WTI crude slipped nearly 1% to $65.20 per barrel, extending last week's 5.2% gain but testing support after breaking $66 resistance. Brent…

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EMD022 - Weekly Rally 4:31

4d ago4:31

4:31

Energy markets close the week with their strongest performance since June on Friday, September 26, 2025. Both WTI and Brent crude are heading for weekly gains of approximately 4.4%, marking their largest weekly advance in over three months, as geopolitical tensions override growing oversupply concerns. The week's rally was driven primarily by escal…

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#245: Kaes Van't Hof (Diamondback) - Diamondback Origins, $60 Oil & Growth in the Permian 51:32

7d ago51:32

51:32

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Kaes Van't Hof - CEO of Diamondback Energy - a NASDAQ listed energy company with a market cap of ~$45 billion. Mr. Van’t Hof has served as the Chief Executive Officer and as a director of Diamondback since May 2025. Prior to his current position, he served as our Presiden…

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EMD021 - Inventory Paradox 4:17

5d ago4:17

4:17

Energy markets face a critical inventory paradox on Thursday, September 25, 2025. While current EIA data shows surprising crude draws of 607,000 barrels (against expectations for builds), gasoline down 1.1 million barrels, and distillates falling 1.7 million barrels, the bigger picture reveals mounting oversupply pressures ahead.OPEC+ production su…

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EMD020 - Macro Context 4:44

6d ago4:44

4:44

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Wednesday, September 24, 2025 — Macro Context. Under 4 minutes. Opening snapshot (quick): WTI ~$62 testing $61.92. Brent ~$66.1. Henry Hub ~$2.80/MMBtu (range low). USO ~$73.45. UNG ~$12.15. UST 10Y ~4.12%–4.15%. Macro: Fed -25 bps digested; softer dollar mildly supportive, …

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EMD019 - Market Analysis 4:41

7d ago4:41

4:41

Energy Markets Daily's Tuesday Market Analysis - September 23, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $62.00/bbl (-0.45% daily, fifth consecutive session decline), Brent $66.25/bbl (-0.48% daily, extending losses to fifth session), Henry Hub $2.80/MMBtu (testing bottom of trading range).…

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EMD018 - Strategic Positioning 4:18

8d ago4:18

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Energy Markets Daily's Monday Strategic Positioning - September 22, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $63.02/bbl (recovering from weekly decline, Asian trading higher), Brent $67.06/bbl (November delivery, up during Asian hours), Henry Hub $2.93/MMBtu (+1.30% daily rebound). Energy …

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EMD017 - Weekend Wrap 4:31

14d ago4:31

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Energy Markets Daily's Friday Weekend Wrap - September 19, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $63.57/bbl (flat daily, +1.38% monthly), Brent $67.52/bbl (+0.12% daily, +1.03% monthly), Henry Hub $2.94/MMBtu (flat daily after volatile week). Energy ETFs: USO $74.69 (-0.37%), UNG $12.67…

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EMD016 - EIA Focus 4:37

12d ago4:37

4:37

Energy Markets Daily's Thursday EIA Focus - September 18, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $63.70/bbl (-$0.35 daily, range $63.45-$64.47), Brent $67.66/bbl (-0.43% daily, range $67.34-$68.36), Henry Hub $3.08/MMBtu (-0.53% daily, one-week low). Energy ETFs: USO $75.15 (+0.12%), UNG…

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#244: Ian Anderson (Trans Mountain) - 40 Years of Building Canadian Infrastructure 1:14:55

12d ago1:14:55

1:14:55

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Ian Anderson - former CEO of Trans Mountain Corp. & Kinder Morgan Canada Inc. Mr. Anderson retired in 2022 after 17 years as the CEO and President of Trans Mountain Corp, and predecessor companies, including Kinder Morgan Canada Inc. Mr. Anderson had a 44 year career in t…

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EMD015 - China Focus 3:58

13d ago3:58

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Energy Markets Daily's Wednesday China Focus - September 17, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $64.44/bbl (post-FOMC positioning), Brent $68.36-$68.46/bbl, Asian energy JKM LNG pricing dynamics, Singapore fuel oil complex. China industrial production focus: August data +5.2% YoY vs …

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EMD014 - FOMC Focus 4:50

14d ago4:50

4:50

Energy Markets Daily's Tuesday FOMC Focus - September 16, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $63.47/bbl (range $63.31-$63.52), Brent $67.63/bbl (+0.25% daily, +19 cents), Henry Hub $3.02/MMBtu (-0.90% daily). Energy ETFs: USO $74.23 (+1.25%), UNG $12.91 (+3.20%). FOMC decision focus:…

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EMD013 - Strategic Positioning 5:28

15d ago5:28

5:28

Energy Markets Daily's Monday Strategic Positioning - September 15, 2025. Comprehensive briefing for energy executives and institutional capital. Opening snapshot: WTI $63.14/bbl (+0.93% daily), Brent $67.36/bbl (+0.66%), Henry Hub $2.974/MMBtu. Weekend developments: Ukrainian strikes on Russian energy infrastructure intensified, stalled peace nego…

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EMD012 - Weekend Wrap 3:55

18d ago3:55

3:55

Energy Markets Daily Weekend Wrap - Friday September 12, 2025. 4-minute strategic synthesis for energy executives. Friday close: WTI $61.85/bbl (-0.71%), Brent $65.85/bbl (-0.58%), Henry Hub $2.91/MMBtu (-0.38%). Weekly gains: WTI +$0.39 to $62.26, natural gas +$0.04 to $3.09. Baker Hughes milestone: Total rigs 537 (+1, first increase in 7 weeks), …

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#243: JP Lachance (Peyto Exploration) - Low Costs, Profitable Growth & 27 Years in the Deep Basin 1:12:23

19d ago1:12:23

1:12:23

Greetings, and welcome back to the podcast. This episode we are joined by Mr. JP Lachance - CEO of Peyto Exploration - a TSX listed energy company with a market cap of ~$4 billion. Jean-Paul (JP) Lachance joined Peyto in 2011 as VP Exploitation before being promoted to COO on Feb. 1 2018 and subsequently assumed the role of President and CEO on Jan…

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EMD011 - Market Update 4:54

19d ago4:54

4:54

Energy Markets Daily's Market Update following yesterday's pivotal EIA Weekly Petroleum Status Report. Opening price snapshot: WTI $63.64/bbl (-0.05% daily, -7.73% YoY), Brent $67.46/bbl (-0.05% daily, -6.27% YoY), Henry Hub $3.02/MMBtu (-0.36% daily, +28.04% YoY). Critical EIA results: Crude inventories +3.9M barrels to 424.6M barrels (vs -1M expe…

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EMD010 - EIA Focus 5:20

20d ago5:20

5:20

Energy Markets Daily's EIA Focus - pure data density ahead of today's critical EIA Weekly Petroleum Status Report at 10:30 AM ET. Opening price snapshot: WTI $63.24/bbl (+1.04% daily, -3.8% YoY), Brent $67.18/bbl (+1.25% daily, -2.9% YoY), Henry Hub $3.12/MMBtu (+1.3% daily, +38.4% YoY). Critical EIA expectations: Market expects crude draw 2.1M bar…

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EMD009 - Market Brief 4:49

21d ago4:49

4:49

Energy Markets Daily's Market Brief - pure data density for institutional energy capital. Opening price snapshot: WTI $62.59/bbl (+0.53% daily, -4.88% YoY), Brent $66.35/bbl (+0.50% daily), Henry Hub $3.08/MMBtu (-0.26% daily, +4.33% monthly). Critical API inventory results: Crude +0.622M barrels vs -3.4M expected, gasoline -4.577M barrels, distill…

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EMD008 - Week Ahead 4:40

22d ago4:40

4:40

Energy Markets Daily's Week Ahead - pure data density for institutional energy capital. Opening price snapshot: Brent $62.65/bbl (+1.26% daily, -8.82% YoY), WTI $61.87/bbl, Henry Hub $3.073/MMBtu. Critical OPEC+ results: October output increase 137,000 bpd (significantly lower than September's 547,000 bpd). Baker Hughes rig count: 537 total (+1), o…

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EMD007 - Weekend Wrap 7:01

25d ago7:01

7:01

Energy Markets Daily's Weekend Wrap - the strategic weekly synthesis that positions energy executives for weekend awareness and Monday advantage. We cover this week's crude performance with Brent at $66.83/bbl and WTI at $63.39/bbl, surprise 2.4 million barrel inventory build, natural gas dynamics with Henry Hub at $3.09/MMBtu and record LNG export…

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#242: Michael Culbert (ARC Resources/TC Energy) - The Home Oil Days, Early Montney & Building Canadian LNG in 2025 1:24:24

26d ago1:24:24

1:24:24

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Michael Culbert - board member of ARC Resources & TC Energy. Mr. Culbert has 35 years of experience in the North American energy industry with expertise in operations, development, finance, marketing, regulatory and business development. Previously, he co-founded Progress…

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EMD006 - Market Update 6:20

26d ago6:20

6:20

Energy Markets Daily's Market Update following today's pivotal EIA Weekly Petroleum Status Report. We analyze the surprise crude inventory build of 0.62 million barrels (contrary to expectations), gasoline inventory draw of 1.3 million barrels signaling continued strong demand, refinery utilization at historically low 75.8% vs typical 90% for late …

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EMD005 - EIA Focus 6:26

30d ago6:26

6:26

Energy Markets Daily's EIA Focus - the critical market positioning that energy executives need ahead of tomorrow's pivotal EIA Weekly Petroleum Status Report, delayed to Thursday 12:00 PM ET due to Labor Day. We cover the setup for post-Labor Day demand data, crude inventories at 418.3 million barrels (6% below five-year average), refinery utilizat…

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EMD004 - Market Brief 7:58

29d ago7:58

7:58

Energy Markets Daily's Tuesday Intelligence - the core daily intelligence that energy executives need for real-time market positioning. We cover current crude markets with Brent at $68.46/bbl and WTI at $64.96/bbl (both near 3-month highs), natural gas at $2.997/MMBtu, Wednesday's critical EIA Weekly Petroleum Status Report, major M&A including Har…

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EMD003 - Week Ahead 6:49

29d ago6:49

6:49

Energy Markets Daily's Monday Week Ahead Intelligence - the strategic positioning that energy executives need for superior capital allocation decisions. We cover crude markets setup with WTI at $64.09 and Brent at $68.09, natural gas intelligence with October Henry Hub at $2.997/MMBtu, drilling activity with US rig count at 536 (lowest since August…

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EMD002 - Weekend Wrap 6:01

1M ago6:01

6:01

Energy Markets Daily's Friday Weekend Briefing - the strategic intelligence synthesis that positions energy executives for weekend awareness and Monday advantage. We cover this week's key energy market movements, critical developments to monitor over the weekend, next week's energy calendar, and weekend reading recommendations for serious energy ca…

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EMD001 - Welcome 6:23

1M ago6:23

6:23

Welcome to Energy Markets Daily - essential intelligence for global energy capital. This inaugural episode establishes our authority as critical intelligence for oil & gas executives, energy investors, and institutional capital allocating $100M+ in the energy sector. We cover our mission to deliver superior energy market intelligence sourced from t…

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#241: Chris Doornbos (E3 Lithium) - Critical Minerals, Alberta Made Lithium & Investor Returns 1:06:45

1M ago1:06:45

1:06:45

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Chris Doornbos - CEO of E3 Lithium - a CVE listed Lithium company with a market cap of ~$100 million. Chris is an entrepreneur, aviator, and founder of emerging ideas and technology, with a passion for collaboration and innovation. Chris is the founder of E3 Lithium, a wo…

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#240: Mark O’Byrne (Schlumberger/Obyco) - 40 Years of Energy Services: From Kuala Lumpur to Texas 51:54

1M ago51:54

51:54

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Mark O'Byrne - President of Obyco Consulting, former President of Schlumberger Canada, and former President of Palliser Production Management Ltd., a ~60,000 boe/d joint venture agreement. Initially educated in Canada, Mark has extended his education at IMD Switzerland an…

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#239: Cole Smead (Smead Capital) - Energy Consolidation, Investor Returns & Economic Optimism 52:20

2M ago52:20

52:20

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Cole Smead - CEO of Smead Capital Management - a registered investment advisor headquartered in Phoenix, AZ with offices in Jersey City, NJ and London, UK., with assets of approximately $6 billion under management. Cole Smead, CFA is Chief Executive Officer and Portfolio …

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#238: Jim Bertram (Keyera) - Building Canadian Infrastructure, Keyera Origins & Creating Value in Midstream 1:06:36

2M ago1:06:36

1:06:36

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Jim Bertram - Chair of Keyera Corp - a TSX listed midstream company with a market cap of approximately $10 billion. Mr. Bertram was the President and Chief Executive Officer of Keyera from 1998 until 2015 when he became Executive Chair. During this time, Mr. Bertram led t…

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#237: Myron Stadnyk (Whitecap/Vermilion/Mancal) - Building ARC Resources, Exploring the Montney & Canadian Energy Going Forward 1:07:04

2M ago1:07:04

1:07:04

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Myron Stadnyk - Chairman of Vermilion Energy & board member of Whitecap Resources & Mancal Corporation. Mr. Stadnyk has over 40 years of oil and gas experience and is the former President & CEO and Director of ARC Resources Ltd., retiring in 2020. During his tenure as CEO…

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#236: Rick Rule (Battle Bank/Rule Investment Media) - 50 Years of Resource Investing: Adventures in Gold & Other Related Stories 53:21

2M ago53:21

53:21

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Rick Rule - CEO of Rule Investment Media, co-founder of Battle Bank & former President & CEO of Sprott US Holdings. Mr. Rule began his career 50 years ago in 1974 in the securities business and has been involved in it ever since. Mr. Rule is known for his expertise in man…

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#235: Bob McNally (Rapidan) - The White House Days & How Swing Producers Affect Oil Prices 54:57

3M ago54:57

54:57

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Bob McNally - founder and president of Rapidan Energy Group - an independent energy market, policy, and geopolitical analysis firm based in the Washington, DC area. Bob's 34-year career includes service as a White House energy advisor to President George W. Bush, an oil m…

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#234: Jodi Anhorn (GLJ) - Enhanced Oil Recovery, Independent Evaluations & Optimism for Canadian Infrastructure 1:01:36

3M ago1:01:36

1:01:36

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Jodi Anhorn - CEO of GLJ - a global energy & petroleum evaluations firm based in Calgary, Alberta, Canada. As an industry expert with 30 years of experience at GLJ, Jodi has witnessed the company evolve from a small reserves evaluations provider to the strategic client pa…

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#233: Dan Debow (Build Canada/Loblaws/Shopify) - Energy Corridors, Tech Ventures & How Economic Growth Drives Prosperity 56:54

3M ago56:54

56:54

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Dan Debow - board member of Build Canada and Loblaws International. Mr. Debow is also former VP of Partnerships and Corporate Development at Shopify, and 3x co-founder of Workbrain, Rypple, and Helpful. Mr. Debow was an adjunct professor at the University of Toronto - Fac…

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#232: Michael Kanovsky (Sky Energy) - The Northstar Energy Days, Bonavista Origins & Ingredients for Long Term Investing 1:08:44

3M ago1:08:44

1:08:44

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Michael Kanovsky - founder and CEO of Sky Energy Corp., a private energy and investment company founded in 1993. Mr. Kanovsky is also a Founding Partner and Associate/Mentor of Creative Destruction Lab (Rockies) as well as serving on advisory boards of several private com…

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#231: Dan Pickering (Pickering Energy Partners) - U.S. Shale, Permian vs. S&P 500 Returns & American Companies Looking North 58:01

3M ago58:01

58:01

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Dan Pickering - CIO & Founder of Pickering Energy Partners - an energy financial services company headquartered in Houston, USA with ~$16 billion invested in all energy sub-sectors. Mr. Pickering is the Chief Investment Officer at Pickering Energy Partners (PEP). PEP is a…

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#230: Jeremy McCrea (BMO Capital Markets) - Cognitive Biases 101: Helping Energy Investors Make Better Decisions 44:35

4M ago44:35

44:35

Greetings & welcome back to the podcast. This episode we are joined by Mr. Jeremy McCrea - Managing Director of Equity Research at BMO Capital Markets. Previously Mr. McCrea has held similar positions at Raymond James, AltaCorp Capital and National Bank Financial - with more than 20 years of experience exclusively covering the energy sector. Mr. Mc…

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#229: Mike Belenkie (Advantage Energy) - Infrastructure, Cash Flow & Canadian LNG Opportunities Ahead 1:06:15

4M ago1:06:15

1:06:15

Greetings & welcome back to the podcast. This episode we are joined by Mr. Mike Belenkie - CEO of Advantage Energy - a TSX listed energy company with a market cap of ~$2 Billion. Mr. Belenkie joined Advantage in October 2018 as Chief Operating Officer, and was promoted to President and Chief Operating Officer in October 2019 and then to President a…

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#228: Hilary Foulkes (Chord/Pine Cliff/TPH & Co.) - Adventures in Northern Saskatchewan, Hard Rock Origins & CAN/U.S. Mergers 1:00:40

4M ago1:00:40

1:00:40

Greetings & welcome back to the podcast. This episode we are joined by Ms. Hilary Foulkes - Independent Director of Chord Energy, Pine Cliff Energy, Senior Advisor at TPH Canada & Vice-Chair Let’s Talk Science. Previously, Ms. Foulkes was an independent director for Modern Resources, Vice President and COO at PennWest Exploration, and Managing Dire…

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#227: Robyn Regehr (Calgary Flames/Blueline Oilfield Rentals) - Winning the Stanley Cup, 15 Years in the NHL & Energy Entrepreneurship 1:31:47

4M ago1:31:47

1:31:47

Greetings & welcome back to the podcast. This episode we are joined by Mr. Robyn Regehr. Mr. Regehr played ~1089 NHL games over fifteen years including twelve with the Calgary Flames, and three with the LA Kings - where he won the Stanley Cup in 2014. Mr. Regehr also competed for Canada in World Juniors, World Championships, World Cup and Olympics.…

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#226: Karen Nielsen (Fmr. ATCO/ARC Resources) - Early Field Days, Montney Origins & How Power Markets Influence Energy Prices 1:09:45

5M ago1:09:45

1:09:45

Greetings & welcome back to the podcast. This episode we are joined by Ms. Karen Nielsen. Throughout her career, Ms. Nielsen has held executive & board level positions at ATCO EnPower, Seven Generations Energy Ltd., ATCO Power, ARC Resources Ltd., Birchcliff Energy Ltd & Crew Energy Inc. Ms. Nielsen also earned a bachelor’s degree in engineering (w…

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#225: Eric Nuttall (Ninepoint) - Election Results, Oil Volatility & Why Canada Needs to Build Infrastructure Projects 49:50

5M ago49:50

49:50

Greetings & welcome back to the podcast. This episode we are joined by Mr. Eric Nuttall - partner and senior portfolio manager with Ninepoint Partners, and the Ninepoint Energy Fund - Canada's largest energy fund with ~$2 billion under management. Mr. Nuttall's views on energy are frequently sought after by BNN Bloomberg, CNBC, The Globe and Mail, …

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#224: James Pasieka (Fmr. McCarthy Tétrault) - 50 Years of Law: From Texaco Beginnings to Libyan Oil Deals & Chinese Ventures 1:25:36

5M ago1:25:36

1:25:36

Greetings & welcome back to the podcast. James Pasieka is a former partner with the Calgary office of McCarthy Tétrault LLP and has extensive experience in structuring and negotiating transactions for capital projects, joint ventures, corporate financings, mergers, acquisitions and divestitures. He has negotiated or closed deals on six continents. …

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#223: John Jeffrey (Saturn Oil & Gas) - Bootstrapping to 40,000 boe/d, Mid-Life Cycle Assets & Perspectives of Junior E&P 50:10

5M ago50:10

50:10

Greetings & welcome back to the podcast. This episode we are joined by Mr. John Jeffrey - CEO of Saturn Oil & Gas - a TSX listed energy company with a market cap of ~$300M. Prior to assuming leadership of Saturn in 2016, Mr. Jeffrey was the area finance manager for a Fortune 500 engineering consulting firm in Canada. Mr. Jeffrey was a founder and C…