This week, we visit Europe (virtually, anyway) to chat with Irina Slav, an energy writer for oilprice.com, a substack site at https://irinaslav.substack.com/ and we have an in depth chat on Europe, energy and the war in Ukraine, censorship and the green transition.  Her recent article on Boris Johnson playing intermediary for the United States in the Middle East is a must read.  I hope you enjoy.

Of late, rather than screaming into the great abyss that is the cavern between those that worry about climate change and those that don't, I have taken to challenging people on LinkedIn on the other side of the aisle to come on the podcast and discuss it with me.  Of the 30 or so invites I've offered, Colleen is the first to accept and for that I commend her. Here was her post. And here was my response: Colleen.   You want...

While the media has fallen in line with the White House and the State of the Union March 1st that unofficially ended COVID, we are still left with an unsettled feeling, careers ruined, and discussion and debate disallowed.  So this week, I invited Rachel Corbett and Ed Carriere, two doctors from Denver who are a part of the Front Line COVID-19 Critical Care Alliance to .... and you won't believe this.... have an uncensored chat. For Any medical provider who...

This week on the podcast, I welcome Richard Norris. I enjoy Richard's writing, so I invited him on the podcast to discuss the European energy crisis, what happens with the energy transition and how to we have honest and transparent conversations that go forward that address: "Has peak prosperity already happened?" I enjoyed the conversation and I hope you do too. About Dr Norris is a 30 year veteran of the energy industry specializing in Energy Security and Energy Economics. He runs Pandreco...

A picture is worth 1,000 words and a great graphic can become a powerful marketing campaign. In a glance, the best of these graphics tell you everything they want you to know without making you ask too many questions. Take the image below as an example. Isn’t it remarkable how much better Chevy does than Nissan? A little skepticism goes a long way, as those of us who have presented at an AFE meeting know, and a little magic and some axis scaling...

Mark Rossano is a good friend of mine.  We met on the set of Bloomberg television November 19, 2019 when we were there to talk with Alix Steel about the Saudi Aramco IPO.  Not surprisingly, we spent 2 hours after by the coffee machine talking about the world- oil, natural gas, geopolitics, trade, lithium batteries.  To be honest, I was in shock about the amount of stuff he knows... and this from a guy that likes to think I...

Executive Summary: with recent discussions calling for “windfall’ profit taxes on Big Oil, to Ms. Warren, Mr. Sanders and others supporting it, I very lovingly, very thoughtfully, very politely say to them “F@&K off.” Unless of course we want to tax all “windfalls” alike, in which case Big Government will also need to call their friends at Pfizer, Moderna, Google, Amazon and Microsoft, because after all, they are much richer than Big Oil. If we want to solve problems, we have...

Executive Summary: the DUC count is an important indicator of the capability of US oil and gas companies to add production in the near term. In short, we can’t, and the ability to do so diminishes by the day. Currently, most wells are developed on pads- as little as 2 per pad, mostly 4-6 and sometimes as many as 12+. Drilling, building facilities, tying the wells into pipelines and preparing to bring the wells on production takes ~4-6 months assuming 20...

I have been trying to get Shad Frazier on the podcast for the last year. We’ve been “LinkedIn friends” for a while now, and I always find his takes thoughtful and insightful. So today, we have him! One of the posts we talk about is this one- which is Shad’s thoughtful response to a study that was released by Mark Jacobson out of Stanford University. As I discussed with Robert Bryce last week, and do again with Shad this week,...

For the weekend, I have a couple of recommendations for exploration. A podcast, a terrorism threat revisited, a witch hunt for misinformation and a reason people are increasingly not trusting government. The episode of the Joe Rogan podcast with Maajid Nawaz is incredible. Maajid was a radicalized Islamic jihadist who de-radicalized after his time in an Egyptian prison. He was on the LBC as a nationally syndicated talk show host until recently when he was fired for his “what the heck...