
Crude is down, Trump & Putin, EPA CO2 repeal, Enverus sale | BDE 08.11.25
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このコンテンツについて
Orsted’s massive $9.5 billion rights offering has the wind power world buzzing and not in the way they’d like. Chuck and Mark unpack how the company got here, from ballooning costs and tangled supply chains to rising interest rates that make financing a nightmare. They look at why the Danish government is stepping in with a taxpayer-backed bailout, what it means for big-ticket projects like Sunrise Wind off Long Island, and how turbine lifespan concerns add another layer of risk. It’s a no-fluff look at the collision of green energy ambitions with political, financial, and regulatory reality and why this moment could reshape the future of wind power.
Click here to watch a video of this episode.
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Click here to view the episode transcript.
00:00 - Ørsted Rights Offering
09:28 - Oil Prices Trends
20:29 - Ukraine Conflict Update
23:57 - Economic Sanctions Impact
24:37 - Offshore Brazil Developments
26:39 - EPA CO2 Endangerment Finding Explained
34:10 - Career Playbook: Oil and Gas Industry
37:20 - Maintaining Expertise in AI Era
46:17 - Enverus Acquisition for $6.5B
49:08 - Blackstone Acquisition Insights
51:19 - RS Energy Overview
55:05 - Farewell and Closing Remarks
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