00:00 Intro
01:58 Upstream Stocks
07:55 Saudi Aramco is being investigated
11:34 ESG Metrics
16:04 Southwest Airlines
20:20 Greece Wildfires
27:23 Growing tensions for EV dealers
41:24 Copper & gold in Alaska's Bristol Bay
44:51 Aggregate Distributed Energy Resources (ADER) in Texas
51:51 Finger of the week

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