Energy Will Find A Way - Activist shareholders: good or bad?
With the Just Stop Oil crew claiming victory and shutting down their protests, did they win? Or is there something to the rumor that people are waking up to the realities of energy? This week, David Blackmon, Irina Slav, Tammy Nemeth, and Stu Turley will cover that and several other topics that are changing in real time. Highlights of the Podcast00:12 - Introduction & Investor Discussion05:45 - ESG Investing Impact on US Oil Industry07:44 - UK Windfall Tax & Political Impact10:25 - Managed Transition Strategy 14:22 - OPEC+ Supply Easing & Global Market Impact15:35 - US-Russia Relations & Ukraine Conflict18:21 - Oil Pad Visit & Investment20:21 - Elliott Management’s ESG-Agnostic Strategy24:29 - House Judiciary Report on ESG Activism27:26 - How Russia and China are seizing on Canada's carelessness in the Arctic 33:02 - Labour launches net zero crackdown on boats36:58 - Opinion: Is Mark Carney ‘Canada first’ or net zero first?40:21 - Five Energy Transition Lessons for 2025 41:26 - Commentary: US LNG exporters could hit methane snag in Europe.45:55 - Peak Permian? Geology and Water Says We're Close46:13 - How cheap is Russian natural gas via pipeline compared to LNG imports48:50 - Most Polls: Most Voters Prioritize U.S. Energy Independence Over Climate Fight 53:30 - Green Policies & Clean Coal Technology56:27 - Exporting Nuclear Energy as a Service