In this episode, Nick Trickett, an energy market expert, discusses the current geopolitical and economic impacts of the ongoing energy crisis, including oil, natural gas, and renewable energy trends, and their implications for global markets and US policy.
Find Nick here:
https://sictransitiongloria.substack.com/
https://uk.linkedin.com/in/nicholas-trickett-54b41634
https://x.com/ntrickett16
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Find Jon Hackett here:⬇️
Jon's books:
https://www.amazon.com/stores/author/B0C5L659N5?ccs_id=e11a2062-f8d3-498e-bfd7-7d2f3869caf6
Linkedin: https://www.linkedin.com/in/thejonathanhackett
Twitter: https://x.com/jonathanhackett
Check out Mick's new podcast here:⬇️
Apple Podcasts:
https://podcasts.apple.com/at/podcast/pub-and-porch-applied-stoicism/id1836955475
Spotify:
https://open.spotify.com/show/1k3QPmkAMwnGJxMLDwUSSd?si=n6piIu8XRcag1Z0K43A3bQ
Youtube:
https://www.youtube.com/@UCd0Hq6QFk8CoTu5j-VU0Ong
Find Mick Mulroy here:
Fogbow ⬇️
https://fogbow.com/
Lobo Institute ⬇️
https://www.loboinstitute.org/
Twitter ⬇️
https://x.com/mickmulroy?s=21&t=-Ze3F_Ix2vlJ18KFvORTCA
LinkedIn ⬇️
https://www.linkedin.com/in/michael-patrick-mulroy-31198b52/
Bluesky ⬇️
https://bsky.app/profile/mickmulroy.bsky.social
Mick’s publications ⬇️
https://www.loboinstitute.org/publications/publications-of-michael-mick-patrick-mulroy/
Find Marc P here:
https://x.com/Mpolymer
Find Andy Milburn here:
Twitter ⬇️
https://twitter.com/i/flow/login?redirect_after_login=%2Fandymilburn8
LinkedIn ⬇️
https://www.linkedin.com/in/andrewmilburn2023
Substack ⬇️
https://amilburn.substack.com/
Andy’s book ⬇️
https://www.amazon.com/When-Tempest-Gathers-Mogadishu-Operations
Bluesky ⬇️
https://bsky.app/profile/andy-milburn.bsky.social
Find Jason Lyons here:
LinkedIn ⬇️
https://www.linkedin.com/in/jason-lyons-666873316?u
Bluesky ⬇️
https://bsky.app/profile/bgsilverback73.bsky.social
"Karl Casey @ White Bat Audio"
00:00 Start
01:24 Current State of the S&P 500 and Market Resilience
02:51 Oil Supply Chain Vulnerabilities and Global Impact
09:36 Shifts in Energy Demand and the Rise of EVs
14:55 Maritime Security and Insurance Implications
17:21 Peak Oil Demand vs. Peak Oil Supply
20:48 Impact on the U.S. Economy and Energy Prices
25:16 Potential Effects of Iran's Economic Reopening
28:41 Long-term Economic Damage and Energy Security
31:12 Strategic Energy Politics and China's Position
34:02 Strategic Partnerships and Global Dynamics
36:10 Impact of Economic Policies on Bond Markets
38:28 The State of the Iranian Economy and Global Oil Supply
39:56 Tracking Economic Indicators and Commodity Markets
42:08 The Future of Russia's Economy and Military Production
48:14 Navigating Economic Uncertainty and Investment Strategies
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