PERMIT ME TO DRILL, BABY, DRILL
The Energy Show
Discover how Trump’s attempts to de-regulate oil and gas are proceeding, and if “Drill, baby, drill” is a realistic goal for the American economy. Economist James Broughel joins Mike. SHOW NOTES: 1:56: How Has Trump Changed Permitting? 4:10: How Does Trump’s Permitting Differ From Biden’s? 6:24: How Does Permitting Differ On Public vs. Private Land? 7:49: How Has N. Dakota Successfully Executed Permitting? 14:49: Are Rare-Earth Permits Increasing? 17:56: How Are Some Democratic States Enticing Permitting For Oil and Gas? 21:44: How Is AI Loosening Permitting For Oil and Gas?
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OIL, GAS & GAZA
The Energy Show
Discover how Trump’s Middle East peace deal is impacting oil and gas. From OPEC to China to the Ukraine war, Trump has set in motion historic actions that effect the world’s biggest energy producers and consumers. Rod Martin joins Mike with analysis of the historic changes underway. SHOW NOTES: 2:06: How is Iran The Biggest Loser In Gaza War? 4:19: How Is OPEC Changed By Trump’s Peace Deal? 6:55: How Does The Gaza Peace Deal Impact Russia? 9:28: How Is The Gaza Peace Deal Impacting The China-Russia Alliance? 11:58: How Much Support Does Xi Jinping Have Inside China? 13:29: How Does...
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RARE-EARTH WAR
The Energy Show
China weaponizes rare earth minerals in its trade war with Trump. Discover how valuable rare earths are to America’s national security, and what leverage Trump has to respond to China. Chris Berry, a rare earth analyst, joins Mike. SHOW NOTES: 2:08: How Is China Using Rare Earth Minerals To Gain Leverage In The Trade War? 3:42: How Important Are Rare Earths To America? 5:08: How Did China Gain Market Dominance In Rare Earths? 5:54: Can America Produce Its Own Rare Earths? 8:47: Why Has America Ignored Chinese Dominance In Rare Earths? 9:43: How Long Will It Take For The U.S. To Equal China...
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CALIFORNIA’S ENERGY RECKONING
The Energy Show
Discover how California suddenly flip-flopped on oil and gas. The most anti-fossil fuel state has signed new laws to allow oil and gas drilling. Dave Noerr, mayor of Taft, CA., joins Mike to discuss how California finally embraced energy reality. SHOW NOTES: 1:01: What Are The New Energy Bills Signed Into Law In California? 3:14: How Did California Go From The Top Oil Producing State To The Most Anti-Oil State? 5:51: How Will EPA Regulations Be Impacted By California’s New Energy Laws? 9:11: How Are Taxes Impacting Energy Decisions In California? 13:30: Are EVs Still Mandated Under...
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THE RACE TO POWER A.I.
The Energy Show
The U.S. and China are competing for A.I. dominance, and the winner may control the global economy and security. Gabriel Collins joins Mike to discuss how energy is the cornerstone for A.I. superiority. SHOW NOTES: 2:20: How Is The Permian Basin Uniquely Suited To Power A.I.? 5:34: Who Is Competing To Power American A.I.? 6:45: How Are Bitcoin Miners Impacted By A.I.? 8:23: What Role Will Nuclear Power Play in A.I.? 9:14: How Will The Grid Be Impacted By A.I. Power Demands? 11:36: How Will LNG Prices Be Impacted By A.I.? 13:37: How Will Foreign Demand For American Energy Impact A.I.’s Power...
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A NEW CLIMATE REPORT
The Energy Show
A new climate report commissioned by The Energy Department and written by credentialed scientists challenges much of the green energy dogma. Steve Koonin, one of the report’s authors, joins Mike to discuss the report, and how it may impact energy policy in the U.S. and around the world. SHOW NOTES: 1:18: How Do Government Grants Create Bias In Scientific Reporting? 2:48: Why Do So Many Climate Scientists Disagree With The New Climate Report? 3:32: How Is CO2 The Boogeyman Of Green Energy? 7:53: How Is Demand For Electricity Increasing? 10:35: What Is The Purpose Of The New Climate Report?...
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THE EU WANTS AMERICA TO DRILL, BABY, DRILL
The Energy Show
Oil and gas are the backbone of Trump’s trade deal with the EU. Can American producers deliver $750 billion of product over the next 3 years? What do investors need to know about new opportunities this deal presents? Energy analyst Paige Lambermont joins Mike to discuss Trump’s massive energy deal. SHOW NOTES: 1:01: Can American producers deliver $750 billion of product to Europe? 3:23: How Does Trump’s Deal Benefit Producers and Investors? 4:57: Is Europe’s Biggest Demand for LNG? 7:40: How Did Germany’s Crazy Energy Policy Lead To Trump’s Deal? 11:49: Is Nuclear Energy Part of...
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BIG, BEAUTIFUL OIL & GAS
The Energy Show
Discover how The Big, Beautiful Bill impacts all energy sectors. Who wins and who loses? What should investors know about the future of oil and gas? Can green energy survive without taxpayer subsidies? Mark Mills joins Mike with cutting-edge analysis of the new laws. SHOW NOTES: 1:16: How Does The Big Beautiful Bill Impact Oil & Gas? 8:27: Where Will New Drilling Permits Be Most Attractive? 12:15: Can Green Energy Survive Without Taxpayer Subsidies? 17:17: What’s Wrong With Government Incentivizing All Forms Of Energy? 20:12: Why Should We Expect More Nuclear Energy? 22:41: How Does LNG...
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PEACE THROUGH OIL
The Energy Show
Discover how oil and gas will be at the heart of any peace deal between Iran and Israel. Energy issues will also be critical to any expansion of Trump’s Abraham Accords. Ellen Wald, author of “Saudi, Inc.,” joins Mike with analysis of a region that is on the brink of massive change. SHOW NOTES: 3:56: How Did The U.S. Help Saudi Arabia Become The Leader of OPEC? 7:13: How Is Saudi Arabia’s Attempt To Diversify Its Economy Going? 11:43: Is The Time Right For Trump To Expand The Abraham Accords? 16:51: What Are The Chances Of Another Revolution In Iran? 22:39: How Is Syria’s Oil Sector...
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OIL WARS
The Energy Show
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....
info_outlineJoin 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