AI is shaking up the energy world, and we’re here for it. Fresh off the MARC (Minerals and Royalties Conference), we’re unpacking the biggest shifts in energy, how AI is changing the game, why the IEA suddenly has a different tune on global energy policies, and what natural gas and EV adoption mean for US energy independence. We’ll also get into the geopolitical chess match of sanctions and strategies, plus how energy ties into national security and tech. As always, expect sharp insights, a few hot takes, and plenty of laughs along the way.

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00:00 - CERAWeek Recap 2023
04:58 - IEA Insights on Energy
12:21 - Starting Over in Energy Transition
13:44 - EIA Natural Gas Price Forecast 2023
18:02 - ADNOC Investment in US Data Centers
22:29 - Iranian Sanctions Impact on Energy
27:40 - Bloomberg: Unspontaneous Combustion Explained
32:40 - Material Science and Supply Chain Challenges
36:20 - Trump’s Influence on Electric Vehicles
38:50 - Best Cybertruck Wrap Job Showcase
40:22 - Episode Wrap-Up and Key Takeaways

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