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  • THE BEST AND WORST STATES FOR OIL INVESTORS
    2026/07/13

    Location matters for energy investors. Discover how states influence energy production and energy costs. Tom Pyle, president of The Institute for Energy Research, joins Mike to discuss current research that every investor will find valuable.

    SHOW NOTES:

    4:33: How Do Blue States Drive Up Energy Costs?

    9:15: How Do PA and NY Illustrate How Location Matters For Energy Investors?

    12:30: How Is CA The Best Example Of Energy Policy Gone Haywire?

    17:49: How Are Utility Prices Determined?

    19:23: How Are Net Metering Programs Driving Prices Up And Reducing Reliability?

    23:38: How Can LNG Lower Electricity Prices In All States?

    26:35: How Are America's Land And Real-Estate Laws Beneficial To Investors?

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    30 分
  • THE HORMUZ PICKLE
    2026/06/25

    Trump says the Strait of Hormuz is open but tankers and insurers tell a different story. Steve Swedberg joins Mike to discuss the latest data from Hormuz and what it tells us about future gas prices.

    SHOW NOTES:

    1:06: Why Do Lower Oil Prices Not Guarantee That Hormuz Will Stay Open?

    3:20: How Are Gulf Producers Already Turning Away From Hormuz?

    4:13: How Do Tankers Still Operate Under High Risk In Hormuz?

    5:28: Are Gulf Nations Assuming More Risk To Transport Oil?

    6:34: How Is The U.S. Attempting To Lower Risk For Tankers?

    10:06: Will Oil Ever Return To "Normal" In The Gulf?

    14:00: What Factors Drive Down Oil Prices Since The MOU?

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    18 分
  • OIL IS FOREVOR CHANGED
    2026/06/15

    Discover how the Hormuz crisis is permanently changing the way oil and gas is produced and transported. Morgan Downey joins Mike to discuss how the Iran war is a seismic event for global energy that will have lasting effects on the U.S-China power struggle.

    SHOW NOTES:

    5:53: How Is The Hormuz Crisis Lifting Oil Prices For Years To Come?

    9:30: How Will The Hormuz Strait Soon Become Irrelevant For Oil Transport?

    12:15: What Is The Future Of Iranian Oil?

    15:59: How Is The Iran War Really About The U.S.-China Power Struggle?

    18:52: How Is Venezuela's Oil Sector Performing Under U.S. Leadership?

    24:35: What Is The Future Of OPEC?

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    30 分
  • STRAIT (OF HORMUZ) TALK
    2026/05/26

    Discover what options Trump has to open the Strait of Hormuz and defeat Iran. How will oil prices respond to an American win or loss? Frank Galgano, military veteran and current professor at Villanova University joins Mike.

    SHOW NOTES:

    1:24: Why Is Control Of Kharg Island Still In Play?

    2:57: How Is Control Of Kharg Island Trump's Best Leverage?

    5:07: How Is Time Working Against Trump?

    8:37: How Can The U.S. Capture Iran's Nuclear Materials?

    10:48: Will The U.S. Try To Control Iranian Oil?

    12:59: When Will Iran's Lack Of Oil Become A Problem For China?

    16:05: How Is Trump's Iran Strategy Linked To His China Strategy?

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    22 分
  • IS OPEC OVER?
    2026/05/11

    The UAE exits OPEC as the Iran war lingers on. Will other OPEC members follow? How does this OPEC shakeup impact American producers? Will energy prices rise or fall? Randall Holcombe, and economist from Florida St. University, joins Mike.

    SHOW NOTES:

    1:03: How Does OPEC Operate As A Cartel?

    3:31: Why Do Cartels Breakup?

    3:54: How Will UAE's Exit Influence Other OPEC Members?

    4:44: How Will The American Takeover Of Venezuela's Oil Impact OPEC?

    8:20: How Is UAE Situated To Thrive Outside Of OPEC?

    12:26: How Are OPEC Nations Drawing Closer To The U.S.?

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    18 分
  • WHY WARS AREN'T FOUGHT OVER WINDMILLS
    2026/04/18

    Discover how decades of green policy contributed to the current energy crisis in the Middle East. How will the war in Iran change oil and gas production and transport? Brenda Shaffer from The U.S. Naval Postgraduate School joins Mike.

    SHOW NOTES:

    1:36: How Does Energy Shape Global Policy?

    2:33 How Does Green Policy Increase Global Security Risk?

    9:58: How Is Trump's Foreign Policy Targeting China's Energy Imports?

    16:53: Why Are So Many Euro Leaders Still Pursuing Green Policies That Don't Work?

    20:43: Why Does California Buy Most Of Its Oil From Iraq?

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    23 分