With the Just Stop Oil crew claiming victory and shutting down their protests, did they win? Or is there something to the rumor that people are waking up to the realities of energy? This week, David Blackmon, Irina Slav, Tammy Nemeth, and Stu Turley will cover that and several other topics that are changing in real time.
Highlights of the Podcast
00:12 - Introduction & Investor Discussion
05:45 - ESG Investing Impact on US Oil Industry
07:44 - UK Windfall Tax & Political Impact
10:25 - Managed Transition Strategy
14:22 - OPEC+ Supply Easing & Global Market Impact
15:35 - US-Russia Relations & Ukraine Conflict
18:21 - Oil Pad Visit & Investment
20:21 - Elliott Management’s ESG-Agnostic Strategy
24:29 - House Judiciary Report on ESG Activism
27:26 - How Russia and China are seizing on Canada's carelessness in the Arctic
33:02 - Labour launches net zero crackdown on boats
36:58 - Opinion: Is Mark Carney ‘Canada first’ or net zero first?
40:21 - Five Energy Transition Lessons for 2025
41:26 - Commentary: US LNG exporters could hit methane snag in Europe.
45:55 - Peak Permian? Geology and Water Says We're Close
46:13 - How cheap is Russian natural gas via pipeline compared to LNG imports
48:50 - Most Polls: Most Voters Prioritize U.S. Energy Independence Over Climate Fight
53:30 - Green Policies & Clean Coal Technology
56:27 - Exporting Nuclear Energy as a Service
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