Three decades of front-row energy seats and takes you genuinely can't argue with. Mark Meyer gets into the Strait of Hormuz mess, Heathrow's jet fuel shortage, countries sitting on hydrocarbons while importing them, the IEA's net zero detour, BP's expensive U-turn, and why 2 billion people still cooking over dung deserves more airtime than another COP summit. Astros predictions and a Joe Rogan tangent included.
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Click here to view the episode transcript.
0:00 Intro
3:21 Strait of Hormuz and energy attention spans
6:23 Heathrow's jet fuel crisis
8:06 Land Man tour through a barrel of oil
9:55 New England's oil-fired electricity paradox
14:07 Countries sitting on hydrocarbons while importing them
21:39 Gas prices and the political blame game
25:12 California, the Jones Act, and US shipbuilding decline
28:46 ASU hackathon and hope for the next generation
35:22 Chris Wright as energy secretary
37:49 Advice to 2016 Jacob about the climate narrative
46:28 OPEC, IEA, and the agencies shaping the conversation
51:34 The IEA's Net Zero by 2050 detour and BP's pivot
1:00:38 EPA rescinds the 2009 endangerment finding
1:03:33 Wood pellet accounting and the China India reality
1:08:20 The global South and the moral case for hydrocarbons
1:14:38 Mark's daily media diet
1:17:23 Price gouging vs Big Tech margins
1:21:39 Joe Rogan, cable news fatigue, and Peggy Noonan
1:29:01 Astros baseball predictions
1:36:22 Wrap up
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