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Tuesday Edition of The EE! With David Holt-Consumers Energy Alliance!

Exploring Energy · 2026-06-09 · 55 min

0:00--:--

Key moments - from our scoring

Substance score

23 / 100

Five dimensions, 20 points each

Insight Density4 / 20
Originality3 / 20
Guest Caliber6 / 20
Specificity & Evidence6 / 20
Conversational Craft4 / 20

David Holt, president of the Consumers Energy Alliance, joins host Shaun Wilson to discuss how American energy independence is reshaping geopolitical leverage and domestic economic opportunity. With Middle East conflicts creating traditional supply pressures, Holt emphasizes that robust domestic production of oil, natural gas, and coal provides price stability that 1970s-era conflicts could never achieve. The conversation centers on meeting unprecedented energy demand from data centers, manufacturing expansion, and industrial growth - challenges that require both permitting reform and infrastructure investment in pipelines and transmission lines. Holt advocates for energy diversity including coal, natural gas as the "linchpin" resource, and new refinery capacity like the first major U.S. refinery built since the 1970s now coming online in Texas. He critiques restrictive energy policies that artificially raise prices for consumers and emphasizes voter responsibility in supporting politicians who understand rational, nonpartisan energy economics. The Consumer Energy Alliance is actively pursuing state-level permitting reform to accelerate project development in the 2027 legislative cycle.

Key takeaways

  • →Domestic energy production insulates the U.S. from Middle East geopolitical shocks that caused 1970s shortages, enabling price stability even during global conflicts.
  • →Data center growth and manufacturing expansion are creating unprecedented electricity and natural gas demand that requires coal, natural gas, and new refinery infrastructure to meet reliably.
  • →Permitting reform at state level - not federal - is the realistic path forward since Congressional consensus on federal permitting reform remains elusive despite bipartisan rhetoric.
  • →Politicians who intentionally raise energy prices through restrictive mandates harm low-income consumers most, making energy policy literacy essential for voters in 2024 midterm elections.
  • →Lease sales in Alaska and New Mexico show industry confidence in domestic exploration despite ANWR's slower-than-expected initial uptake, reflecting rational investment in highest-return geological plays.

In this episode

  1. 1Introduction and Energy Independence Strategy
  2. 2Geopolitical Impact on Oil and Gas Markets
  3. 3Coal Energy Resurgence and Energy Diversity
  4. 4Natural Gas Infrastructure and Permitting Reform
  5. 5Lease Sales in Alaska and New Mexico
  6. 6Midterm Elections and Energy Policy Voting
  7. 7Refinery Development and Supply Chain Growth
  8. 8Energy Commodity Price Updates

Mentioned

Consumers Energy AllianceDavid HoltOPECPermian BasinANWRNew MexicoAlaskaPermianWest Texas IntermediateLNGNew York Mercantile ExchangeChampion X

Guests

David Holt

Topics in this episode

Data centersConsumers Energy AllianceOPEC oil productionnatural gas infrastructurepipelines and transmission linespermitting reformcoal plant operationsLNG export facilitiesGulf of America floating LNGANWR lease sales

Questions this episode answers

Why is domestic oil and gas production important for U.S. energy prices during Middle East conflicts?

Robust domestic production provides supply stability that prevents gasoline shortages and price spikes like those in the 1970s and early 1980s when the U.S. relied heavily on imports; current geopolitical conflicts have far less impact on American prices because we produce so much domestically.

What is driving unprecedented energy demand in the United States right now?

Data centers, new industrial and manufacturing plants, residential expansion into southern climates, and private sector job growth are all creating sustained electricity and natural gas demand growth that requires new infrastructure to avoid blackouts and maintain affordability.

Why doesn't the Consumers Energy Alliance focus on federal permitting reform?

Despite both parties saying they want federal permitting reform, Congress cannot agree on it; Holt says he isn't holding out hope for Washington action, so the Alliance focuses on state-level permitting streamlining as a more achievable strategy for the 2027 legislative cycle.

How should voters evaluate energy policy in elections?

Voters should support politicians regardless of party affiliation (R, D, or I) who understand that affordable energy drives the economy and that restricting energy options through mandates and "no" policies on natural gas and infrastructure raises prices for those least able to afford them.

What role does coal play in the current energy mix according to Holt?

Coal should remain an option alongside natural gas as the linchpin resource and renewables; while previous administrations made coal uneconomical, improved emissions controls and rising demand from data centers and manufacturing make selective coal plants economically viable for meeting reliability needs.

What our scoring noted

Our reviewer’s read on each dimension, with quotes from the episode.

Insight Density

4 / 20

The episode is dominated by local radio filler - restaurant menus, sponsor advertisements, weather forecasts, and community event listings - leaving perhaps 10-12 minutes of actual guest interview, which itself consists largely of boilerplate energy advocacy talking points. There are no novel, non-obvious claims per minute that a casual energy news reader wouldn't already know.

It's Door Prize Tuesday, folks. Chicken bacon ranch pasta, broccoli and cauliflower breadstick and cherry dump cake.
natural gas is kind of that linchpin energy resource for all of us

Originality

3 / 20

Every argument made by the guest is a recycled pro-energy advocacy talking point - energy diversity is good, permitting reform is needed, coal has gotten cleaner, centrists understand energy. There is no contrarian framing, first-principles reasoning, or counterintuitive claim anywhere in the episode.

Energy diversity, in my view, all forms of energy, uh, matter, right?
energy is, uh, the growth and the change in our industry in the next 5, 10, 12 years with data centers and industrial growth and all the rest and LNG growth, uh, it's really going to be fascinating to watch

Guest Caliber

6 / 20

David Holt is the president of a named industry advocacy organization, giving him some legitimacy as a policy voice, but he is an advocate rather than an operator or practitioner who has built or run something at scale. He speaks entirely in the generalities typical of industry lobbying communications rather than operational experience.

Speaking of guy that knows the industry, I'm going to bring on our featured guest. It is David Holt, the president of the Consumers Energy Alliance.
we try to take a nonpartisan approach to this. It doesn't matter if you have an R or D or an I after your name.

Specificity & Evidence

6 / 20

The host reads concrete employment data and rig counts from official reports (BLS, Baker Hughes, Energy Workforce Council), which supplies the episode's only real specificity; the guest interview itself is almost entirely devoid of named companies, specific metrics, timelines, or dollar figures, relying instead on vague assertions.

energy services employment totaled 633,115 jobs in M. May, an increase of Almost well over 3,500, 3,619 positions, uh, from April
the Permian Basin added two rigs for a total of 257 there

Conversational Craft

4 / 20

Host questions are uniformly generic and deferential ('What are your thoughts there?'), with no follow-up probes, no pushback on any claim, and no productive disagreement. The host routinely endorses the guest's points and thanks him effusively, making the interview feel more like a PR appearance than a substantive conversation.

Trump's new push for coal, you know, in fact, a couple new coal plants in, maybe in the works. What are your thoughts there?
David, how can people find out more about Consumers Energy alliance or maybe even become a part of it?

Conversation analysis

Computed from the transcript - who did the talking, and the words that came up most.

Share of words spoken

  • Speaker C60%
  • Speaker A19%
  • Speaker F4%
  • Speaker K3%
  • Speaker N2%
  • Speaker M2%
  • Speaker L2%
  • Speaker H2%
  • Speaker J1%
  • Speaker G1%
  • Speaker B1%
  • Speaker I1%
  • Speaker D1%
  • Speaker O1%
  • Speaker E1%

Most-used words

energy78oklahoma32city27back21natural19money19show18online18prices18industry17call17david17equipment17jobs15state14sure14

Episode notes

Tuesday Edition of Exploring Energy; With David Holt-Consumers Energy Alliance! 6-9-26 David Holt-Consumers Energy Alliance The post Tuesday Edition of The EE! With David Holt-Consumers Energy Alliance! appeared first on Exploring Energy News.

Full transcript

55 min

Transcribed and scored by The B2B Podcast Index.

Speaker A: We have to get on our own resources in America. If we do, we can cut out 60% of OPEC, oil, oil, natural gas,

Speaker B: wind, water, solar, nuclear, industries of energy energy.

Speaker C: We've got fantastic opportunities to use new

Speaker A: technologies to secure the American people and

Speaker C: at the same time be better stewards of the environment.

Speaker B: You have questions, we have answers.

Speaker C: Listen carefully. You can't really be against hydrofracking and say you're an because immediately. The default options are fuels that are much less clean.

Speaker B: For the next hour, Shaun Wilson explores the energy industry with news and interviews from around the corner and around the globe.

Speaker A: Nuclear is one of the directions that we should innovate in.

Speaker B: The Exploring Energy show begins now.

Speaker C: A very, very good Tuesday morning to you, ladies and gentlemen. Let me get a little of this business out of the way. We've got our guest on the horn. We'll go right to him in a moment. This is what's on the menu at Grandma's House, 1510 W. Ninth St. It's the Elk City Meals on Wheels headquarters. If you'd like to call in your order every time you eat there, it helps them financially. And if you'd like to donate financially, you can ask them about that, too. 225-5821 is their number 225-5821. Open Monday through Friday, 11am to 1pm Everyone is welcome. It's Door Prize Tuesday, folks. Chicken bacon ranch pasta, broccoli and cauliflower breadstick and cherry dump cake. That's what's on the menu today at Grandma's House. And it is Door Prize Tuesday. Tell them we sent you Carnegie Caravan. Still bringing those free books right to you in the Oak City area. Call the Friends of the Carnegie Library, 2250136. They'll throw them in the Carnegie Caravan. Bring those free books right to you now. If you're having trouble reading regular print, you can ask them about a program that can help with that as well. At number 2250136. Playitlive.net can't say enough about it. Playitlive.net Watch every single pitch, catch hit from the Elk City youth baseball and softball, all the fields. Playitlive.net check out the archive option. You can go back and watch it anytime you want, wherever you are. No delays, no waiting online. Playitlive.net so you're ready for all the action. American Country Countdown again. It's been airing for years on this station at noon now. American COUNTRY Countdown with Ryan Fox is also playing Friday evenings at 6pm so two chances to hear the ACC American Country Countdown with Ryan Fox Western Oklahoma boy got him a nationally syndicated radio program. Congratulations to that young man. And, uh, Friday, July 17th, it's the Wild Plum Jam, fifth annual on stage. Pat Green, Tyler Wilhelm, Casey Donahue, Presley Hale, these are all going to be on stage. It's an outside venue, part of the dust bowl days in sayer. July 5th, uh, 17th. Gates open to five. Music kicks off at six. Don't get a little western over there again, it's red dirt, uh, at its best. Go to kecofm.com and get your advanced tickets now. And finally, Tri State Oil and Gas coming up Thursday, August 6th at the Woodward Conference Center. Tom Ward will be the featured, uh, luncheon speaker. They got a couple heavy hitters. And then Hambone, Harold Ham m himself will be there giving the keynote speech at the dinner, the awards dinner. The awards banquet dinner that night. 7:30am to 3pm Thursday, August 6, Tri State Oil and Gas convention. If you'd like to have a booth, it's 400 bucks. You're going to get yourself, your services, your products out in front of a lot of good people. You can call Leland Searcy, 273-0550-273-0550 or online@tsogc.com that's the tri State Oil and Gas Convention in Woodward, Oklahoma. You know, they give a lot of great scholarships to youngsters in the area. That's what they do with the money that they get, uh, from there. It's a nonprofit deal and they also give the Bobby Joe Cudd legacy award to, um, a couple gentlemen, or ladies and gentlemen, whoever it might be, that have made a difference in the oil and gas industry. Speaking of guy that knows the industry, I'm going to bring on our featured guest. It is David Holt, the president of the Consumers Energy Alliance. David, how are you this morning, man?

Speaker A: I'm doing well, Shawn. How about yourself, man?

Speaker C: Dude, I'm just living the dream. Another. I woke up breathing this morning, thanked the good Lord and got to come to work and do this show and talk to you, man. How much better is it going to get?

Speaker A: One day at a time. One day at a time.

Speaker C: Boy. Seems like a lot happens in every day right now with, um, what's going on in the Middle east and what's going on with the oil and gas industry and, uh, the data centers, the moratoriums. Oh, my goodness gracious. Where would you like to start, sir?

Speaker A: You know, it's, it's. Yeah, it is. It's kind of Groundhog Day. But there's so much going on, uh, so many opportunities. I mean, I think, you know, we, one day we hear the Iranian conflict might be kind of wrapping up, and then they do some more stable rattling. So, uh, you know, that thing's going on a little longer than we want. But, you know, obviously the good news is we're producing so much here at home, prices could be a lot worse. Every time we saw Middle east conflict or conflict around the world in the 70s and early 80s when we weren't producing as much, uh, you know, our gasoline, we had gasoline shortages, if you, you remember all that, Sean. So now we don't have that. We're in a better, much better position from the geopolitics of energy, geopolitics, oil and natural gas. So, uh, we're, we're in a, we're in a good spot. We want this, uh, conflict to end, uh, to get prices down even further for consumers. But, you know, we thank the Lord for oil and gas and our natural resources here in this America.

Speaker C: I totally agree. Down there in the Permian Basin, I understand that the little lizards not going to keep a lot of oil and gas industry advancement down there. Did you, did you see the word that they took that, um, the Permian lizard off the endangered list.

Speaker A: Oh, I had, I missed that. That's, that's good news.

Speaker C: That little sucker was holding up a lot of progress. Yeah, the other thing I was going to hit you up about, David, and it's all about the consumer's energy. But Trump's new push for coal, you know, in fact, a couple new coal plants in, maybe in the works. What are your thoughts there? Because, you know, the United States produces quite a little bit of coal as well.

Speaker A: You know, it's, it's, it's, it's a good opportunity. Energy diversity, in my view, all forms of energy, uh, matter, right? So let's make sure that it's economical. Let's make sure it helps lower prices for consumers. Let's make sure it makes energy more reliable. So keeping some of these coal plants. You know, the problem with coal is previous administrations have made coal so expensive that it was hard to, you know, continue to mine. So there was this natural, uh, trend. I think we're closing down these coal plants as they, as they reach their useful life and not extending them. Um, but now with some changes and with, obviously with energy prices where they are, coal gets a little more economical. So keeping some coal online is something that, um, we support, we want to make sure that everything is balanced. We want to make sure that we have uh, a good long term plan that includes natural gas is kind of that linchpin energy resource for all of us. Uh, but looking at coal around the edges as demand keeps going up, uh, and that's the key here Sean, because we kind of have an unprecedented demand increase in this country with data centers, with new industrial and manufacturing, um, enterprises coming online, all meaning more jobs, uh, you know, demand growth with uh, folks moving to southern climates that use a little bit more energy than other climates. Uh, so we want to make sure we meet those needs. We certainly don't want blackouts and brownouts and we want to make sure energy stays affordable. Those are the key. And energy's got to stay clean. So you know that's, that's been one of the challenges of coal. It's perceived as kind of the dirtier of the fossil energy. Uh, but they've made a lot of advances uh, to make it even cleaner than it was before. So um, having uh, coal come back online, making sure we have demand making, making sure we can meet demand, uh, and do it affordably and reliable, reliably, it's not a bad idea.

Speaker C: You know, the natural gas is up at an all time high as far as usage. Uh, the LNG that we're sending overseas, I saw where they brought online the first floating LNG export facility uh, off the coast down there in uh, the Gulf of America. So you know, they're making some infrastructure strides. Uh, but you know David, we're, we're still not where we need to be as far as um, getting that natural gas to where it's needs to go.

Speaker A: Oh, and that's the key man. It's, it's infrastructure, lots of pipelines, even transmission lines. Once you get the natural uh, gas where it needs to go, then you got to get it to the people. Um, yeah. And that, that's permitting reform at the state level, making sure local communities understand why things need to be built, built quickly. Uh, federal permitting reform which has been a challenge every, both parties continue to say they want permitting reform but we can't even get them together on that. So I'm not holding out a lot of hope for permitting reform in Washington, but they are talking uh, so we'll see. But consumer uh, Energy alliance has been working on some permitting reform at the state level. They kind of streamline some things to expedite permits um, for all projects. And so um, we're hopeful that in the 2027 legislative cycle, uh, we might get Some bills passed in a couple of key states that accelerate permitting at the state level. So all this needs to be looked at. We need to make sure that uh, we're building sufficient, ah, pipeline and infrastructure. Like you said. We've got to get the natural gas where it's needed and then we've got to get electricity um, produced by natural gas or other forms of energy to people. Uh, that's equally a big thing, uh, thing we've got to do.

Speaker C: David, I'm going to ask you this question. I know that um, uh, you know they had um, with the big beautiful bill they had put ANWR up uh, for some uh, some lease sales. It didn't quite go as good as it could have. I guess like $7 million worth of leases were sold. But you know, I don't know if it's because it's easier to extract that oil and cheaper to do it like in the Permian in Oklahoma and, and other plays around the United States. But uh, I was a little shocked by that. What was your thought?

Speaker A: You know, it's been a mixed bag. We had a record setting lease sale in New Mexico a couple weeks ago. We've had a record setting lease sale back in Alaska. Companies showing that they have a lot of interest to get back in Alaska. Um, you know, we've got more lease sales coming up. So um, you know, I think it shows their interest. I think it shows that the industry is really looking at the, you know, the geology uh, of these plays and making sure that uh, they're investing wisely. But having these lease sales, we're seeing, we're seeing some really positive activity as well.

Speaker C: I know that, um, I only have you for one segment so I'm going to drag you out just a little bit longer here. But how important are these, these midterm elections to the energy infrastructure and energy advancement in the United States?

Speaker D: States?

Speaker A: Oh, they're critical. You know it's like everything else. It's, it's, you know, it's up to us. Voters have to start voting for uh, politicians or policymakers for folks that are running for elected office that understand energy and understand that if you are intentionally increasing energy prices through really bad restrictive policies that mandate one form of energy over another or say no to natural gas or no to infrastructure development or uh, no to transmission development. You know, all you're doing is raising prices for those that can least afford to pay it. So you know, we try to take a nonpartisan approach to this. It doesn't matter if you have an R or D or an I after your name. If you understand energy, you understand energy policy, you understand that affordable energy drives this country like no other, uh, sector of our U.S. economy. Uh, then, then voters should give you a hard look. Um, increasingly we're seeing some folks on the progressive, hard, hard left, the Social Democrat, the socialist side of the party that, that take very silly views, not rational, not common sense views about energy. So uh, you know, I question where that part of the Democratic Party is going because it doesn't do the economy any good, it doesn't do consumers any good. It doesn't do frankly what you would argue their constituents need. Uh, because they say government should be able to supply everything for, for everybody. Well, if government is raising prices for everybody, you're not helping. Um, so I question that part of the Democratic Party a little bit. But you know, centrist Democrats, centrist Republicans, folks that understand energy policy, uh, that's who we should all be supporting. And ultimately it's up to us. You know, we need to take back on our energy policy in this country, take back our government in this country and vote, um, and make some rational, common sense votes. Uh, and energy should be a big part of that.

Speaker C: You know, gasoline prices are a big deal deal. Right now there's ah, one of the first brand new um, refineries being built down there in Texas, uh, first one since like the 70s or something. And, and then, and I'm seeing, you know, here in Oklahoma, they're retooling an old refinery to make it uh, to where West Texas Intermediate can be refined. So we've got to take care, like you said, of our own natural resources and uh, provide what we need and then whatever we have extra then we can supply to the world.

Speaker A: Yeah, yeah. You know, and global supply, global lng helps, you know, set prices, helps keep prices moderate because you have, you know, where your markets are. If you have excess, then you ship it overseas with lng. And you know, listen, we've got new, like you said, we've got that new refinery coming online. There is so much activity in the Gulf coast in Louisiana and Texas, uh, new industrial plants coming online, new manufacturing plants, all need natural gas and all need that infrastructure that we talked about. Um, so there's a lot of stuff going on, a lot of, you know, a lot of reasons for being optimistic in this country. Even the jobs report that came out last Friday was triple what they expected it to be. So, you know, jobs are coming on and those are all private sector jobs. This administration is really emphasize private sector jobs. They're decreasing the size of the federal government, saving all of us taxpayers money. So all these jobs that are coming online are private sector jobs and a lot of them are manufacturing and a lot of them are industrial process. But all of them have something to do with energy in making, um, making the world run. So whether it's direct or indirect, you know, natural gas and energy powers all those jobs. So that's. Those things give me a lot of hope for economic growth and opportunity and all the things that we, uh, love as Americans. So, um, energy is, uh, the growth and the change in our industry in the next 5, 10, 12 years with data centers and industrial growth and all the rest and LNG growth, uh, it's really going to be fascinating to watch.

Speaker C: David, how can people find out more about Consumers Energy alliance or maybe even become a part of it?

Speaker A: I appreciate you. Ah, it's easy. Just go to consumer energy alliance.org uh, check us out. All our social media feeds are right there at the top of the page and you can register to get our newsletter and all that good stuff. But, uh, the more that we're all involved and we're looking at, uh, ways to vote for sensible energy policy, the better it is for the country.

Speaker C: Amen, brother. Education is the key. And I appreciate you and your organization and others like your organization are looking out for the consumer in the United States. America first, baby. Hey, thank you so much, David. I know you got a busy schedule this morning. I appreciate you taking time out to visit with us and look forward to next month.

Speaker A: All right, John, always a pleasure, man. I'll talk to you in a few weeks.

Speaker C: You bet, buddy. Have a great day, David.

Speaker A: Thank you, man.

Speaker C: Consumers Energy alliance. Going to take a quick break and be back. Got your energy stock, energy commodity prices and more as the Tuesday edition of the Exploring Energy radio show continues in a moment.

Speaker B: Stay informed with the latest news from the energy industry on the Exploring Energy Show.

Speaker E: Hey, Western Oklahoma, Joe Buchanan here. I've got an idea. Let's let ranchers ranch, teachers teach, farmers farm and businesses flourish here in Western Oklahoma. With your help, we can get that done.

Speaker C: Please vote for Joe.

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Speaker I: Hey folks, this is EJ Gredeman with ASCO Equipment out of Elk City, Oklahoma. If you need rental equipment, I got your back. From excavators to wheel loaders, telehandlers and forklifts, we rent the brands that you know and trust with flexible terms, responsible service and expert support. We're here to keep your job on track. Need equipment, we're on it here at ASCO equipment. Visit ascoeq.com or stop by our Elk City branch, 513 W. 20th here in Elk City, Oklahoma. Or you can just give me a call 580-243-9233. Appreciate it folks and y' all have a blessed day.

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Speaker J: If your computer won't go, call an ITL Pro Innovative Technology 2431559 online@ITLPros.com Stay

Speaker B: informed with the latest news from the energy industry on the Exploring Energy show.

Speaker C: Sticking around. Enjoyed my visit there with uh, David Holt, the president of the Consumers Energy Alliance. Uh, a guy that's out there fighting for us and that is awesome. Fred Steakhouse, Home of the well. $4.99 Chicken Fried Steak served daily. Hand Battered country gravy house made mashed potatoes. Fred's has appetizers second to none. Numerous side options available. Add a little extra flavor to your dish with grilled mushrooms or grilled onions. And if chicken's your choice, they got seven kinds. Grilled barbecue, teriyaki mushroom baja of course, fried chicken and seafood. Maybe that's what you crave. Or freshwater catfish burgers and sandwiches. Just had one of those great hearty chicken fried steak sandwiches. It was delicious. Fred's Kids menu Fred's Kids menu Stock full to satisfy the pickets of young eaters. Top off your dining experience with fresh in house made desserts. All at Fred's. Uh Fred Steakhouse can host your private event located at 2107 S. Main St. In Elk City. Dine in, take out or order online at the Chow now app. Uh open seven days a week 11am M to 10pm Call 243-20100. When your operation runs on equipment you have to keep your equipment running. It comes with proper maintenance, comes with repairs. Get uh just about everything your engines need. A camera. Camrock right here in Elk City. Buying bulk of Camrock. Save time, save money. Next to Fred Steakhouse in Elk City it is Camerock Supply. Three local guys a local ties doing business with their community online. Camerocksupply.com Champion X the division of Slumber J is improving lives. Our Champion X champion in this area is Will Bowie. Will Bowie the boo boy. He continues to help solve his customers plunger lift and automation issues. From artificial lift to artificial intelligence. Champion X is getting her done. Ask them about their all new unifi system. Will loves to talk about that. He'll come and check and see if it's it will integrate with HM your SCADA systems. It'll come and check to see if you're qualified or if it'll do you some good. And if not he'll tell you. But if it will, he'll tell you that too. Will Bowie. 405-650-8521 is his number. He'll get you maximum return using most environmentally safe procedures. Champion X is improving lives. A division of Schlumberger. That number again. 405-650-8521. Tell Will Bowie you heard about him here on the show. And One Source Control Products LLC in Weatherford. That's the one Source Control east if you will. And the old HC Supply building just right off the interstate. Just right on the south side of the interstate there in Weatherford. One Source carries a wide range of Items, pipe, valves and fittings, a full supply store. Regulators, controls, hydraulic hoses and fittings, lubricants, gloves, tapes, batteries, filters to name a few. Now they have welding supplies, full stock of welding supplies and iron and metal on site like square tubing, angle iron, channel iron, expanded metal, other items and they sell consumables such as soap and salt sticks. This is one source Control Products and their pump repair shop.

Speaker A: Wow.

Speaker C: These pump repair technicians can handle any of your pump repairs from methanol to glycol. If you've ever been on the tailgate of your truck or on the back of that one ton flatbed and you're trying to put that all those little pieces in, you drop them in. It's terrible. Have the professionals do it. Their repair technicians work on all Kimray Tex team and Western Pumps locations in Elk City Canadian Texas and now in Weatherford online one source the numeral one source okay.com all right, getting right to it here this morning. Energy stock prices are starting to go down. Well not the stock prices yet but the commodity prices are this. West Texas Intermediate New York Mercantile Exchange down $2.11 trading below $90 now at $89.19 a barrel on a June contract. Brent crude oil ICE Futures Exchange in London down $1.57 trading at $92.68 a barrel. It's also that's a July contract out of London. Telcom crude oil in Japan is up 500 yen per kiloliter. And New York Mercantile Exchange Natural Gas up $0.03 trading at $3.18 per million BTU. Our Bob Gasoline G down $0.13 trading at 306.93. These are June contracts. Uh, heating oil New York Mercantile Exchange down 233 to 357.66 and Gas Oil down $19.75 to $1051 even per metric ton.

Speaker K: All right,

Speaker C: so the oil prices again, a lot of it's depending on what's going on. Dave and I touched on it a little bit but kind of give you an idea. According to a ah, Reuters report, Brent has risen around 31% since the eve of the conflict. Over 100 days ago Israel hit a petrochemical plant in southwestern Iran that it said was used to produce ballistic missiles. And Iran Islamic Revolutionary Guard Corps said the country retaliated with a strike aimed at a similar Israeli facility in the city of Hafa. The exchange followed Israeli strikes on strongholds of Iran backed Hezbollah in Beirut over the weekend. Tehran has repeatedly said any deal with Washington to end the conflict must include a halt to Israel's campaign in Lebanon. Also, it said that to one of the, um, in another story I was researching, said that the envoy to Moscow from Iran said that, uh, the ships are going to have to pay a fee to go through the Straits of Hormuz. And I don't know what makes Iran feel like that they own the rights to the Straits of Hormuz, uh, you know, to, um, be able to levy a toll through. I'm not sure. I don't think President Trump is going to, uh, go for that. But, uh, you never know. Stranger things have happened. We talked about the jobs report with David briefly in the United States. When we come back after this break, I'm going to talk about the energy workforce employment numbers that have just come out. We'll have that and more as the Tuesday edition of the Exploring Energy radio show continues in a moment.

Speaker B: The Exploring Energy show

Speaker G: need precision parts done right and fast. At uh K4T in Elk City, we specialize in CNC machining, welding and fabrication for the oil field as well as ag industries. We're a full service job shop built on grit, speed and craftsmanship. Whether it's a one off prototype or full production, we get it done right every time. Family owned and third generation strong, Jason and Jamie Cost treat your job like it's their own. Stop by K4T on Merritt Road in Elk City or find us on Facebook. K4T built on family, driven by craftsmanship.

Speaker L: You can have cattle that's the cream of the crop. Black Hereford Ranch's 25th annual Cream of the Crop bred, female and bull sale is Saturday, June 13th at the ranch near Crawford, Oklahoma. Beginning at 11am they'll sell 160 fall cabin bred heifers, 100 early spring bread heifers, 25 pairs with spring AI calves, 50 AI bred fall cabin cows and they'll sell 50, 18 to 28 month old herd sire candidates and rare semen only found at Black Hereford Ranch. This is the best, most exciting group of cattle they've ever offered. All breeds and colors and volume. The kind that'll produce cell toppers and the keeping kind of females. For information, videos and online catalog, visit blackherfordranch.com or call or text 580-309-0712. The Black Hereford Ranch Cream of the Crop Female and bull sale Saturday, June 13th at Crawford, Oklahoma and online at CCI Live.

Speaker J: Bobby Joe Cudd started with one piece of equipment and one small crew in Woodward, Oklahoma back in 1977. Now that company Works across the country and around the world. And it's Cudd Energy Services. When the bottom fell out of the oil field in the early 1980s, Cudd stuck it out and kept going. Ever since when newcomers closed the doors, Cudd kept working. Cudd is still here, doing more than ever to harness the power of our natural resources. Cudd Energy Services here to stay.

Speaker M: I don't think a lot of people really know what we do yet and what all we have. We do bulk oil filters, uh, any kind of consumables for the, you know, your sprays, your penetrating, uh, oils, anything like that, uh, antifreezes, greases, any kind of oil field product for engines, uh, farm equipment, you know, any kind of filter we can get bulk nuts and bolts, electrical fasteners, uh, zip ties, any type of that type of stuff. I do farming. I sell a lot of the stuff to my uh, friends that are farmers. The company we use, they make all the filters anyway so you're going to get the same filter. Camrock is the name of the company. We've got what you need for your agriculture or uh, oil field, industry, whatever you need. It's 2111 South Main, Elk City, south of Fred's Steakhouse. I'm Ronnie Red, myself Brock Kalk and uh, Casey Miller are your owners at Camrock. Three local guys just looking to do business with our community.

Speaker G: For garage doors, repairs and more, call

Speaker C: CM Overhead Door at 580-5515-1688.

Speaker B: This is the Exploring Energy Show.

Speaker C: You've got two choices for your big machinery. Whether you wait until you bust a hose and have an emergency or you get ahead of it and get the things you need on hand, uh, getting supplied ahead of time. Either way, American Hose and supplies. They're ready to help. American Hose and supply inside the Camrock building next to Fred Steakhouse in Elk city and call 303-1-23. All kinds of hoses go to those who know hose 303-11-23, 303-1123. American hose and supply. Sustaining Oklahoma's energy resources. Getting closer to the SPCC training coming up June 11th. It's an in person 11am uh free training seminar and show you as well. They'll explore the key requirements for facilities to develop, implement and maintain an effective oil spill prevention, control and countermeasure plan. That's coming up. Go to www.oerb.com. continuing to educate our industry. Oklahoma Energy Resources Board and sustaining Oklahoma's energy resources. Uh go to oerb.com again that is June 11th at the 500 Northeast 4th Street Suite 100 location in Oklahoma City. Register, get on that website wwerb.com and get yourself registered. If you'd like to make a phone call, Here's a number. 405-601-9028. Talk to Tawny Claus, no relation to Santa. I understand. 405-601-2098 is the phone number. If you'd like to do it without being on the Interweb. But you can also ask them about the OK Oil Expo coming up in October. The longest and the largest, longest running and largest oil expo in the state of Oklahoma, bar none. I'll see David Allen Guest there, I guarantee it. If you need to have help doing your minerals and royalties, managing them, then he's your guy. He's a certified mineral manager, been doing it for over 40 years for himself and others. He understands that he'll get you the most out of your royalties. David is also a man of integrity, a guy you're going to be glad you're doing business with. He'll get you the most out of your royalties because of that knowledge. He's an investment, not an expense. And if you find yourself in a situation to sell, you don't want to be taken advantage of, you want to work with someone you know is going to give you a fair deal. David is that someone. He's a buyer of royalties from estates, probates, trusts and bankruptcies. DAVID ALLEN GUEST Here's a phone number, 4053-4186-9840-5341, 8698. Or look him up on the interweb. David Allen guest certified mineral manager Couldn't do the show without great people like, well, these Sponsors, Asko Equipment, 513 West 20 street their partner in my show. They want to be a partner in your project. That's more than just a saying. That is a commitment from everyone there. If you're looking for heavy machinery, heavy equipment for sale or rent in Oklahoma, look no further than ASCO, 513 W. 20th St. In Elk City, one of 27 locations throughout Western, uh, throughout Oklahoma, Texas and New Mexico. We're talking about the big stuff like wheel loaders, tractors, backhoes, excavators, dozers, forklifts, compactors, pavers, skid steers and they'll even take your piece of equipment in for trade in tell you what it's worth, take that money, put it right toward a better used or a brand new piece of equipment at asco. And if you just need it for A little bit. You can rent it. They got flexible rental options with daily, weekly monthly payments, affordable rates. AZCO wants to be a partner in your project and equipment maintenance.

Speaker A: Wow.

Speaker C: $21 million worth of equipment parts in stock. 200 factory trained certified technicians. 140 field service trucks ready to move to your job if needed. 323-3422 is the phone number online. Ascoeq.com that's a s c o e q dot com. Great outfit. Give them a chance if you haven't already. And with that being said, first of all, it was funny because uh, I had um, David, uh, Holt on the, um, on the horn and I picked it up to tell him he did a great job. And I was talking to Sammy Carnes. Sammy Carnes is running for county commissioner. I highly endorse Sammy Carnes because the other guy running is um, questionable. Uh, Sammy's the guy, I think. So, uh, if you have any faith in what I say, Sammy Carnes would be a fantastic, uh, Beckham County Commissioner. And um, it's my hope that he does win this. A lot of times you just need to look at the integrity of those that are running in these races as well. Energy workforce employment grows in Oklahoma and the U.S. as promised, we talked about employment numbers. The Energy Workforce and Technology council released its May 2026 jobs report showing continued growth in energy services employment as companies respond cautiously to improving activity levels across the sector. It also reflected increased energy employment in Oklahoma, where 148,180 were listed as employed in the sector. It was an increase of more than 400 workers since March in the state, energy services employment totaled 633,115 jobs in M. May, an increase of Almost well over 3,500, 3,619 positions, uh, from April, according to preliminary data from the Bureau of Labor Statistics and Energy Workforce Analysis. The increase makes the third consecutive month of employment growth in the energy sector. Since reaching a low of 625,057 jobs in January. The sector has added more than 8,000 jobs since then, reflecting a, uh, gradual improvement in activity and demand across portions of the industry. At the national level, the labor market also exceeded expectations. According to the Bureau of Labor Statistics, US employers added 172,000 jobs in May, significantly outperforming analysts forecast, despite ongoing concerns surrounding inflation and broader economic growth. You know, that brings me to the other deal. Just because the nation's doing good doesn't mean that inflation is happening. You know, it's um, uh, you really need to look at the nuts and bolts of the United States economy to really understand it. But the story goes on to say we continue to see a slow and steady increase in activity across, well, portions of the energy services sector, said Energy Workforce president Molly Detterman. Companies are receiving more requests for work and responding with measured workforce growth, not getting too big too quick, but they remain disciplined in their hiring decisions and long term planning. Dettermin noted that companies continue to balance growing demand with ongoing uncertainty surrounding commodity prices, global markets and geopolitical developments. While activity is improving, this is not a rapid expansion cycle. Determin said service companies are focused on sustainable growth, maintaining a skilled workforce and positioning themselves to meet future demand as market conditions continue to evolve. You know, the too big, too quick, you got to be, got to be very cautious with that. We, we saw that in a lot of boom and bust cycles in this industry, People are starting to smarten up a little bit. Um, I'm hoping even the people that are working in the oil and gas industry are starting to smarten up a little bit. I mean, back, back when I first got in this thing, I mean, it was fast and furious. I came here in the early 80s. Uh, the boom was still just rocking it. Everybody was, you know, getting these real expensive houses and filling their garage and storage buildings with these real expensive toys and just spending that money hand over fist. And then when that money abruptly stopped, there was a whole lot of stuff on tradio. There's a whole lot of repossessed items. So maybe the workers are starting to understand that, hey, uh, be smart, be glad when you get, when you're getting the money. Be glad, stick it back, save it, manage it companies the same way. When things are good, hang on to that money, keep some back. Try to get yourself through the lean times. Because there's one thing that I do know about this industry. It's peaks and valleys, it's ups, it's downs. Maybe not quite so much as it did because I mean, I remember, I mean, it was going just hog wild and then boom, last person in Elk City shut off the lights kind of thing. I mean, it was crazy how quickly the bust happened with the Penn State, Penn Bank, State bank and all that. I mean, it was just crazy to see, you know. So, uh, 2008, there was a good, good bunch of work going on. So hopefully, and this jobs report is kind of showing it, uh, and it said that companies are growing, but they're not over growing. They're adding people, but not adding too many people. It's Smart. That's the way they need to do. Of course the more of these companies that are investor controlled, you know, the investors and uh, well, they should want return on investment. That's why you invest money. You don't invest money to lose it. You don't invest money to break even. I one time had a guy tell me, I said, hey, you made yourself a little money. And he said, well I'm not in business. Make a little money. So hopefully this job report will show that uh, people are smarter, businesses are getting smarter. But the good news is we got guys going back to work, which is, that is nice. Some of the drilling activity in Oklahoma we talked about, we slipped one rig but still not bad. It's probably just moving. Very little change in the various oil and gas plays across the state in the past week. Also overall the state's count slipped by one leaving 43 active rigs. The Cannon Woodford, typically with the highest rig activity recorded a decline of two rigs leaving 19 still drilling in that play. However, the Granite Wash, another busy play, recorded a gain of one rig and reached 18. You know, uh, for that, uh, for that total, another plays the Ardmore Woodford and Oklahoma continue with two active rigs while the Arcoma Woodford remained with one rig. Oklahoma's Mississippi play went another week without any reported drilling based on the Baker Hughes rig count, the nation's strongest shale play. Of course the Permian Basin added two rigs for a total of 257 there. Across the stretch from West Texas to southeast New Mexico, the Haynesville and East Texas and Louisiana remained at 55 active rigs while the Eagle Ford of uh, South Texas was unchanged to 44 rigs in that play. Breaking uh, the horizon, the Williston in North Dakota and Montana remained at 28 rigs while the Marcellus continued with 24 rigs. The Uticus total remained at 12 and the DJ Nair Prar in Colorado saw no change with eight active rigs in that play. I'm going to take a quick break and be back with the mop up segment of the Tuesday edition of the Exploring Energy radio show right here on 965Keco. Stick uh around, won't you?

Speaker B: This is the Exploring Energy show

Speaker J: out

Speaker K: here in western Oklahoma. You can't settle for building something average. You need to build something that lasts for generations to come. At Cyclone metal buildings by Culverstone owners Damon Culver and Terry Stone bring together the strength of the ranch and the style of the city. Custom barndominiums that turn heads metal Buildings built tough enough for Oklahoma, but designed to feel like home. Wide open living spaces, clean lines, and smart design. From a working shop to a high end barndo, this is where function meets finish. When you build with Damon and Terry, you're building with guys who know this land and know how to build homes, right? Every home built is more than just a project. It's personal. From Damon drawing up the blueprints to Terry making sure every last detail is absolutely perfect. Start your custom build today, designed for the way you live. Visit Culverstone Homes in Elk City and see what happens when grit meets style. Cyclone metal buildings by Culverstone built for the land, designed for the way you live.

Speaker N: I mean, because when they're in a bind, they're in a bind. You want that company to think of you first. Oh, we need this. Well, call Brock. You call me. We'll, uh, get it taken care of. When they call you, they want you to answer the phone. And whether it's Sunday, Saturday or Monday, they also want customer service. Do what you say you're going to do. You needed a hose like yesterday. We will stop what we're doing. And if we got to go to our Oklahoma City shop and get it, we'll do that. And I've done that for a lot of my customers. If they call me, they're expecting me to get whatever task done to a farmer, tractor, combine gets them up and running. Uh, he's back in the field, makes some money. Guy in the oil field, their piece of equipment's running again. That makes them money. Solves that problem. I'm Brock Kauk and my company is American Hose and Supply. Come by and see us at 2111 South Main, Elk City, Oklahoma, in Camrock building next to Fred's.

Speaker G: Or call 303-1-23. 303-1-1123.

Speaker N: Why wouldn't you?

Speaker O: Today, the people of Oklahoma oil and natural gas are still at it, producing reliable, affordable energy while restoring the land around the wells that powered our past. Thanks to them, the technology driving exploration and production is second to none. One rig does the work of dozens. Learn more about the people of Oklahoma oil and natural gas. See what they do for this state and why they do it@oerb.com Craving a real steak?

Speaker F: Fred's Steakhouse in Elk City is firing up flavors seven days a week.

Speaker K: The grill is always hot and the

Speaker F: steaks are always fresh.

Speaker K: From juicy char, grilled ribeyes, filets and

Speaker F: sirloins to chicken fried steak, hearty burgers, seafood and chicken.

Speaker K: There's something for everyone. Don't forget the appetizers, salads and desserts

Speaker F: to top it off.

Speaker K: Bring your appetite. We'll handle the rest. Dine in or order online now on the doordash app.

Speaker F: It's more than just a steakhouse.

Speaker J: It's Fred's restaurants and feedlots, coffee shops and cafes, grocery stores and convenience stores. The penny news is there waiting for you to take it home.

Speaker B: Stay informed with the latest news from the energy industry on the Exploring Energy show.

Speaker C: Pretty this show up in a hurry. There she is. My lovely assistant has joined me. Lipscomb has joined the sponsors pool here on the Exploring Energy radio show. I'm so glad to have them. That's uh, that's where I buy my chevies right here from Lipscomb. They also have their Chrysler, Dodge, Jeep and Ram out on the interstate here in Elk City. They've got their Chevrolet GMC vehicle. The Chevy house just south of the airport on old Route 66. And on old Route 66 over in Sayre it is the Ford house. Lipscomb dealerships.com lipscomb dealership.com. you can also see them on Facebook but go in, talk to them, see what they can do for you. It's kind of a trade and give you on your vehicle what they can do for your vehicle if you're needing service and if you're looking to buy a vehicle, no better time. Interest rates are down. They got their F and I people to get you an affordable monthly payment and they've got their hail storm sale, the hail sale going on right now as hailstorm has rained down some additional savings and all the new and pre owned inventory at Lipscomb, Chevrolet, GMC and Lipscomb Chrysler, Dodge, Jeep and Ram in Elk City. Ask them about it when you get there. You can get big hail sale discounts right now. Lipscomb, you always get great service, friendly, friendly service. Lipscombdeerships.com online. Glad to have them as one of our great sponsors as well as Jason Boss and his wife Jamie at K4T machine shop out on Mir Road. They strive to deliver quality and value for the oil field in the agricultural industries. They treat their customers like family. I mean like close family, like real family, you know what I mean? Specializing in CNC machining. Ask them about their line boring system that uh automatic bore welder. All one set up. They've have it, they have it to where they can bring it right to you. Now it restores tight tolerance and proper pin fit. If you got a pin on a piece of equipment that's wallered out this thing can fix that one fail swoop saving you well money and downtime. So K4T again visit them on Merritt Road, find them on Facebook. K4T built on family, driven by craftsmanship and focused on quality. Third generation Jason Koss and his wife Jamie would like to welcome you there. And this hours weather forecast brought you the service of Mary and Kervin Orgain, the owners and operators of Carter Electric. Everyone knows that distinct smell when something electrical gets too hot. I keep telling you every day, do not ignore it. Electrical fires happen. Carter Electric will send out a level one certified technician, an infrared scanner to find and detect those hot spots before they short out and catch fire and repair them without tearing your whole place up. Commercial and in uh, residential uses can save thousands of money and even ultimately save lives. Fully licensed and insured, Carter Electric has the equipment, personnel and experience to handle any electrical job 24 hours a day. And here's the cream on top. They're an authorized Generac generator dealer. They can size your business or your home for a Generac generator. Come and install it professionally and come back and service it if you wish. Licensed, insured, trusted. Carter Electric providing you this hour's weather forecast. Call them at 225-244-722-52447. Everybody knows that distinct smell when people get too hot. What do you got going on as far as weather?

Speaker K: Well, everyone get your deodorant out now and apply it. You're welcome for that visual because today

Speaker F: we're going to be sunny with a high under 95. Heat index values as high as 98. South wind 17 to 22 mph with gusts as high as 33. Tonight mostly clear with the low around 74. South wind 18 to 22 mph with gusts as High as 33. Wednesday is going to be sunny and hot with 198. Heat index of values as high as one hundred and three. So definitely apply your deodorant tomorrow as well. Windy with the south southwest winds 22 to 25 mph with gusts as high as 38. Thursday, a 20% chance of showers and thunderstorms after 1pm Sunny and hot with a high near 98. South southwest wind 15 to 22 mph with gusts as high as 33. Friday, a 30% chance of showers and thunderstorms before 1pm Partly sunny with a high near 89. Saturday, a 30% chance of showers 30 thunderstorms mainly after 1pm Partly sunny with a high 95. Again Sunday, a uh, 50% chance of showers and thunderstorms, mostly sunny with a high 88. And Monday a 30% chance of showers, mostly sunny with a high 83.

Speaker C: So you're saying there's a chance?

Speaker F: There's a good chance as of right now, yeah.

Speaker C: And it's supposed to cool down a little bit too. I'm looking forward to that. Here's some energy news in my briefs. Crude oil prices spiked early yesterday after the Israeli Air Force Force conducted strikes on military targets in central and western Iran. Talked about that a little earlier. The Israeli Defense Forces said in a statement the strikes followed an Iranian missile attack against Israel. This is the first time Israel has struck Iran since the April 8 ceasefire. The Strait of Hormuz will be open, but under new conditions to be set by Iran and Oman, including a transit fee. Iran's ambassador to Moscow was quite at a certain saying, uh, Monday this week. U.S. forces struck Iranian coastal radar sites on Saturday after shooting down drones launched by Iran toward the Strait of Hormuz. The US military said in the latest escalation, complicating efforts to end the war between the two countries. And, uh, major oil companies aren't showing interest in drilling in the Arctic National Wildlife Refuge, the Anwar, despite White House efforts to promote a development friendly regime. Why it matters, Tepid bidding and Friday's lease sale and the big oil company sitting it out completely shows one major area where the industry is just not backing up. Trump's drill baby drill mantra, according to Axios. Of course that's real left leaning, but basically it's, it's a little easier and cheaper to drill in other areas. That's, it's smart business anyway. The Supreme Court sided 8 to 1 with the Federal Communications Commissions against two telecom giants over a combined $100 million in fines. Chief Justice John Roberts wrote for the majority. The loan to center was Justice Clarence Thomas. Telecom companies at&t& Verizon claimed the FCC violated their rights to a jury trial by issuing fines for an alleged violation of the law. Who and the Trump administration orders Orlando, Florida's municipal utility to continue operating a 465 megawatt coal fired power plant to support new data centers and other large loads. When you get over there as far as energy stock, are you doing some good?

Speaker K: No, it looks bad today.

Speaker C: All red. What do you got?

Speaker F: I know American Electric power is up $0.01, trading at, uh, 126.78. Apache is down $0.94 to 36.72. Baker Hughes is the down $0.28 to 64. $.56. ConocoPhillips is down $1.76 to 117.13. Devon Energy is down $0.83 to $44.26. Theog Resources down $1.61 to $138.61. Expand Energy is down $0.74 to $89.68. General Electric is up $8.44 to $330.47. Halliburton is down $0.41 to 4010. Helmer Campaign is down $0.42 to 38.72. Liberty Energy is down $0.21 to to $28.52. Occidental Petroleum is down $0.78 to 56.69. OGE Energy is up $0.23 to 4685. ONEOK is down $0.71 to 87.46. Phillips 66 is down $3.40 to 183. Sandridge Energy is down $0.20 to $14.92. Lumberjay is up $0.14 to 56.69. And Williams Companies is down $0.34 at uh.71 23.

Speaker C: There you have it again. Crude, uh, oil prices quickly. 8847 uh, for uh, West Texas Intermediate 1972 for Brent crude oil, uh, New York Mercantile Exchange Natural gas up a penny 3.16 per million BTU. Be back again tomorrow with remember when. Wednesday. Looking forward to that. Yesterday I had Bandy Silk come in and do a commercial for, for um, Butch Goldsberry who's uh, running for uh, the district, uh, commissioner also. Yeah, County Commissioner Beckham County. Um, I think he'll make a great county commissioner as well. So with that being said, thanks uh, TJ for coming in. Of course somebody wants to grow their business, they can get a hold of

Speaker F: you right here at station.

Speaker C: Yes, they can. Only one TJ around here. That's you.

Speaker F: That's right.

Speaker C: We're glad to have you, young lady. Thanks for coming in. Thanks to David Holt, the president of the Consumers Energy alliance for being our featured guest today. Again, remember when Wednesday had a chance to peek a little ahead and there's some really good stories, a lot of about Oklahoma and we continue tomorrow right here on the same bat time, same bat channel, 96. 5 case. You know, on behalf of TJ and all, uh, of my great sponsors, I'm Sean Wilson. Thanks for listening. I promise we'll talk again. Have yourself a great day.

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