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