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...

As the world continues to descend into a chaos of our own making, Jennifer Granholm exemplifies the state of our world. After over a year of beating the drum of "reduce fossil fuels" "climate catastrophe" and "only renewables can save us", she and the Biden administration can't fathom why energy companies wouldn't ramp up. But.... please!! The world needs you! Forget all those mean things we said, why can't we all just get along with our "Fellow Americans..." Sound familiar?...

25% of Europe’s fertilizer comes from Russia. Fertilizer is produced from natural gas and in Europe, prices are $26/mmbtu. Fertilizer is made to make food for a planet of 7.8 billion humans, up slightly from the 2 billion people that lived on the earth in 1900, before we harnessed the power of fossil fuels. Power prices in Europe are over €283/MWh, up 10x from 2020. Humans use power to manufacture goods that Europeans want, and occasionally need. Things like new...

While waiting for my son to emerge from the locker room after their second loss this weekend to a team that in 6 years of playing has never beaten him, I took to scrolling GETTR prior to our hour drive back to Denver. The losses are a story for another day, we have a different exploration for today: who’s behind the clear and targeted attempt to discredit and professionally eliminate Joe Rogan, and importantly, why. When LinkedIn started heavily censoring...

This week, the #hottakeoftheday podcast returns with Patrick Moore, the Director of the CO2 coalition. The reason I love podcasting is some topics are like a dinner with wine: you need time, conversation and thought. This week, we talk about the miracle gas that is CO2 and discuss- is it bad? Why isn’t it bad? Where did narrative take over logic? Why don’t we consider things before 1850? We know the CO2 concentration was 2800 ppm, 7x higher than...

By Ellen Wald Yesterday, the International Energy Agency (IEA) released a report warning that global carbon dioxide emissions are on track to increase by 5% this year.  The organization predicts that emissions will increase by 1.5 billion tonnes and this will be the “largest single increase in more than a decade.” This sounds dreadfully scary, but a look at the actual numbers reveals that this is just hyperbole. In fact, the IEA predicts that global carbon dioxide emissions in 2021 will...

I support intellectual consistency. Everyday. So here are some ideas to consider: If we allow forced vaccinations by employers, we should also allow forced sterilization. We shouldn’t have young productive workers distract themselves from work by pesky children (plus humans contribute to CO2 emissions). If businesses can only serve “those vaccinated”, they should also be able to serve “only non whites.” If I am biologically a man but can identify as a woman, I should be able to identify...

Pioneer continued to show “they get it” when they acquired DoublePoint for a slightly eye popping $6.4B. With $0.9B of assumed debt and $1B in cash, the rest was with equity so 2/3 of the price is a “relative value” and “macro” play on oil prices, buying ~80 mboe/d (roughly $2B PDP) and 95,000 acres ($46k/acre, but DoublePoint had a lot of minerals so nets are likely high). Not surprisingly, I like the deal a lot. All the rock in...

I'm reading 3 "books" right now: Bill Gates "How to Avoid a Climate Disaster", Barbara Kingsolver's "Animal, Vegetable, Miracle" and Biden-Harris's "We call it 'infrastructure' but that's not really what we're spending it on." My takeaway? I think we should embrace that the planet is likely going to continue to warm and that humans will (as we always have) simply adapt. The trade offs to get to net zero are not possible. They simply aren't. We are throwing money at...