Mike and Matt discuss:

- How China and Russia control the supply chain of renewables
- China’s goal to feed their people first and build geopolitical strength

- China’s growing global dominance

- US financial sanctions moving countries away from trading in US dollars and the ending of the petro dollar

- The outcomes of potential Russian fertilizer shortages

- Moving too fast to renewables and unintended consequences

- China’s economic miracle

- Will people be willing to sacrifice their quality of life?

- The minerals need to recreate our entire energy infrastructure

Mike and Matt discuss

- The growth of electric vehicles

- NIMBY-ism (not in my back yard) of the minerals extraction process for the switch to renewables

- Why the current supply chain for renewable energy is problematic and needs to be reconsidered (child labor, slavery, etc)

- Why China and Russia dominate the supply chain of the future

Mike and Matt discuss: - Energy as the most important feedstock of the US economy

- Why energy independence matters

- Emotional energy policy decisions

- Remembering the Iraq was from the liberal political perspective

- Dividing political groups over energy fear and motivating people to vote

 - Russia – Ukraine and how the war may affect commodity flows

- The energy generation needs required to run 100% electric vehicles

- The effect of oil and gas prices on economies

- Basics of refining and why Russian oil cannot be replaced with any oil

 - The cause of potential reductions of Iran and Venezuela sanctions

- The miracle of US shale gas

- Strained logistics and a perfect storm

- Effects of Presidential Administrations in investment flows

- Why gas prices increased unrelated to the Ukraine Russia war

In this episode we discuss a pivot for the podcast talking more about topics related to energy, finance, geopolitics, and technology.

Our new co-host is Mike McVey, host of the Nobody's a Nobody podcast.  After Matt was on his show last year, many people expressed that they loved the discussion relating to complex topics (energy, finance, geopolitics) in a way that was accessible for non subject matter experts.  Soon after, Mike and Matt starting talking about collaborating.

Join us as we discuss how we got to this point and some of our expectations going forward for the podcast.