Find the research behind the episode and show notes here.

In this episode, we return from a hiatus to discuss the latest developments in the oil market, particularly focusing on recent OPEC decisions, global oil production data, and implications. The conversation also delves into U.S. natural gas market dynamics, European weather impacts on energy supplies, the ongoing situation in Syria, and the political and economic destabilization in regions like Europe and South Korea. The episode wraps with a detailed discussion on U.S. nuclear build efficiency compared to other nations and its implications for future energy policies, especially regarding big tech's demand for new nuclear capacity.