Robert Rapier is a chemical engineer with more than 25 years of international engineering experience in chemicals, oil and gas, and renewables, who writes for Forbes and Utility Forecaster. In this episode, Rapier talks about the ongoing diesel shortage in the U.S., the mismatch between domestic crude production and domestic refining capacity, his stock-investment strategies, Vinod Khosla’s stupid bet on biofuels, why cellulosic ethanol has never worked, and why he believes ExxonMobil is “going to be in business for a long time” to come. (Recorded November 15, 2022.)