Oil Markets Go Schizo, OPEC+ Blinks & Cenovus Doubles Down on Canada’s “Peak Oil” Bet | BDE 25.10.09
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Oil Markets Go Schizo, OPEC+ Blinks & Cenovus Doubles Down on Canada’s “Peak Oil” Bet | BDE 25.10.09
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About this listen
Oil at $500? Yeah, not happening, at least not anytime soon. Kirk, Chuck, and Mark unpack the hype around that wild prediction and explain what’s actually driving oil markets right now. Between OPEC’s chess moves, shifting U.S. production, and global demand swings, there’s plenty to keep traders guessing. They also get into the ripple effects of renewables, how countries are juggling sustainability with economic reality, and a few curveballs, like the MEG Energy deal, that have everyone talking. It’s a smart, unfiltered look at where the energy world’s really headed.
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00:00 - Chuck’s Medical Emergency
02:34 - Show Intro and Overview
06:28 - OPEC+ Surprise Announcement
08:41 - Trump’s Peace Plan and Oil Markets
17:54 - Future of Renewables in Energy
21:15 - Investing in Energy Technology
22:37 - China’s Energy Strategy and Impact
25:00 - Knowledge Gaps in Energy Sector
27:30 - Costs of Bad Energy Policy
30:25 - Addressing Grid Challenges
36:31 - Ambler Mining Road Discussion
39:08 - Finger of the Week Highlight
45:50 - Show Closing Remarks
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