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Discover how Trump's attack on Iran has brought oil and gas to the forefront of this global conflict. Energy economist Skip York joins Mike to discuss how energy is used as a weapon, how gas prices in your hometown will be impacted, and if American frackers can insulate geopolitical turmoil.
SHOW NOTES:
1:04: How Did An Attack on Iran Lower Oil Prices?
1:58: How Badly Damaged Is Iran's Oil Infrastructure?
3:47: What Happens To Oil Prices If The Straight Of Hormuz Is Closed?
6:55: What Happens If Iran Can't Supply China With Oil?
7:44: How Are Gulf Nations Reacting To The Iran-Israel-U.S. War?
15:23: How Could Regime Change In Iran Stabilize Oil?
Discover how Israel's attacks on Iran's oil infrastructure will impact global energy prices. How will OPEC members react? What role should the U.S. play in this war? Hooshang Amirahmadi, a former presidential candidate in Iran, joins Mike for this important conversation.
SHOW NOTES:
1:10: What Happens To Global Prices, If Iran's Energy Sector Is Destroyed?
5:41: If Iran's Government Falls, What Will Happen In Iran?
12:22: How Are Arab Nations Reacting To The Israel-Iran War?
15:33: How Do China And Russia Fit Into Iran's Oil Economy?
18:09: How Did Trump's Recent Negotiations With Iran Trigger This War?
Discover how Trump has resuscitated American energy, and beat back the lunacy of Biden's New Green Deal. Find out where Trump is headed in the next 100 days and beyond. Tom Pyle, President of The American Energy Alliance, joins Mike.
SHOW NOTES:
1:34: How Has Trump Addressed Energy In His First 100 Days?
5:42: How Has EPA Chief Lee Zeldin Addressed Energy Regulation?
7:07: How Have Energy Demands For AI Brought A Dose Of Reality To Big Tech?
9:15: How Is Trump's Tariff War Impacting Energy?
12:29: How Has The U.S. Always Found More Oil & Gas?
14:49: How Does Congress Need To Act On Trump's Energy Policies In The Next 100 Days?
Join Mike Mauceli in this episode as he discovers how Canada is reacting to Trump's tariffs, and why oil and gas were carved out in Trump's tariffs with his guest, Canadian analyst and founder of Commodity Context, Rory Johnston.
Rory Johnston is a Toronto-based oil market researcher, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy. He is a leading voice on oil market analysis, advising institutional investors, global policy makers, and corporate decision makers.
Learn exactly what's happening with our political and economic relationship with Canada, and how the initial impact of Trump's tariffs may continue to have repercussions for the unforeseeable future.
SHOW NOTES:
00:00 – Intro.
01:19 – What's going to happen with oil?
07:36 – Volatile Politics on the Keystone Pipeline
12:37 – Future of Gas Prices
17:00 – Why OPEC's Announcement?
21:31 – Transnational Movement & Current Canadian Federal Election Cycle
25:45 – Closing Statements.
Looking for more on Rory Johnston?
Website: https://www.commoditycontext.com/
Substack: https://substack.com/@commoditycontext
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