The world's largest energy trade just hit a wall. Following a new wave of US sanctions targeting key Russian suppliers, Indian refiners were forced to slash their discounted oil purchases, sending shockwaves through the market. This episode dives into the immediate crash and Moscow’s extraordinary promise to bounce back. We expose the dangerous workarounds now essential for this trade: from the operational menace of Russia's uninsured 'Shadow Fleet' to the failure of the rupee-rouble payment system and the growing structural reliance on the Chinese Yuan. We also reveal the looming EU ban that threatens to cost India's economy a massive $19 billion in lost export revenue. The era of easy oil arbitrage is over—this is the new, high-risk reality of the Indo-Russian tightrope walk.

China is poised to become the ultimate power player in the global gas market. This episode analyzes the three pillars of Beijing’s strategy: achieving aggressive domestic production targets, securing long-term pipeline gas via Russia's ambitious Power of Siberia 2, and transforming its massive LNG capacity into a market-shaking "swing supplier." Discover how China is insulating itself from price shocks, gaining crucial leverage over both Moscow and Western LNG exporters, and fundamentally resetting the world's energy map.

As of today, major Russian oil operations are blocked from the global market, yet oil prices are falling. We analyze the disconnect between the physical reality of stranded cargo and the political optimism of a Ukraine peace deal. Plus, why the "long-term" price outlook suggests a reversal is coming.

COP summits are meant to drive global climate solutions—but many say they’re becoming dominated by the very industries causing the crisis. From billions spent on new fossil exploration to allegations of political capture, this episode examines the clash over who gets to shape the planet’s future.

Even after trillions invested in renewables, oil, gas, and coal still supply 80% of global energy. We dive into Wood Mackenzie’s latest report on why the clean energy transition has slowed, the real costs behind wind and solar, and what it’ll take to truly reach net-zero emissions.

From gallium refineries in the Outback to tariffs on the horizon, explore how the US is rallying allies like Japan and Vietnam to wean off China’s rare earth monopoly. Hear the quips, the curbs, and the high-stakes scramble for tomorrow’s gadgets and defenses.

Dive into the world of critical minerals—lithium, cobalt, and rare earths—that power our green energy future. We explore the soaring demand, environmental concerns, and human rights challenges tied to mining these vital resources. Can we achieve net-zero without leaving a trail of destruction? Tune in for a 7-minute deep dive into this complex conundrum.

Why are global emissions still rising despite massive clean energy investments? The 2025 Statistical Review of World Energy reveals a record 40.8 billion tons of CO2-equivalent emissions in 2024. We explore the contrasting paths of China, the U.S., and India, and the structural hurdles slowing the energy transition. Tune in for a compelling 8-minute breakdown.

U.S. airstrikes on Iran and Tehran’s bold move to threaten the Strait of Hormuz have obliterated oil market predictions, pushing Brent toward $80 and sparking fears of $110 a barrel. From market fragility to global fallout, dive into the drama shaking the energy world.

AI is transforming the world, but its energy demands are sparking a surprising revival of single-cycle gas turbines. We unpack why tech giants are turning to this less efficient tech and betting big on nuclear power to keep data centers humming.