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Peter Zeihan is a geopolitical strategist and the author of four books, including most recently, The End of the World is Just the Beginning. In this episode, Peter talks about the civil unrest – and pending demographic collapse -- in China, why “Apple has refused to see the writing on the wall” in China, Mexico as America’s most important trading partner, why he is investing in commodities, and why -- despite the unraveling now underway in many parts of the world --  he believes “the American system will thrive.” (Recorded December 2, 2022.)
Robert Rapier is a chemical engineer with more than 25 years of international engineering experience in chemicals, oil and gas, and renewables, who writes for Forbes and Utility Forecaster. In this episode, Rapier talks about the ongoing diesel shortage in the U.S., the mismatch between domestic crude production and domestic refining capacity, his stock-investment strategies, Vinod Khosla’s stupid bet on biofuels, why cellulosic ethanol has never worked, and why he believes ExxonMobil is “going to be in business for a long time” to come. (Recorded November 15, 2022.)
Simon Michaux is an associate professor of geometallurgy at the Geological Survey of Finland which published his 1,000-page report about the amount of mining that will be required if the world attempts to quit using hydrocarbons. In this episode, he discusses why copper will be the key constraint for alt-energy, the “flamboyantly stupid” decisions being made by European policymakers, and why the pending limits to economic growth will require a new  “social contract and a radically different system of governance” from what we have today. (Recorded November 11, 2022)    
 Reiner Kuhr worked in the electric power sector for more than 40 years and is the co-founder of the Center for Academic Collaboration Initiatives, a group that aims to increase the exchange of research among students and academic institutions. In his second appearance on the podcast (his first was on May 27, 2021) Kuhr  talks about his recent paper on the problems and costs associated with integrating renewables into electric grids, why batteries are an expensive way to reduce emissions, and why you can “go nuclear, or go renewable, but you can’t do both.” (Recorded October 19, 2022.)
Matt Ridley is the author of ten books, including most recently, with co-author Alina Chan, Viral: The Search For the Origin of Covid-19. In his third appearance on the podcast (previous appearances: July 7, 2020, and January 4, 2022), Ridley talks about Britain’s energy crisis, why it must begin drilling for gas, the increasing evidence that the Covid pandemic was started by a lab leak, why China’s vaccines haven’t been effective, birds, birdwatching, and why the growing prosperity in Africa gives him hope. (Recorded on November 2, 2022.)
Virginia Postrel is a California-based journalist who has written four books, including her most recent one, The Fabric of Civilization: How Textiles Made The World, (which I highly recommend.) In this episode, Virginia talks about why the history of fabric and civilization is a “story of innovation,” the mechanized Italian silk mills that predated the Industrial Revolution by two centuries, cotton’s history and dominance in today’s clothing, advances in synthetic fabrics, and the tragic life of Wallace Carothers, the almost-unknown inventor of nylon. (Recorded September 23, 2022.)
Maria Korsnick holds a bachelor’s degree in nuclear engineering from the University of Maryland and now serves as president and CEO of the Nuclear Energy Institute, a Washington, D.C.-based trade association that operates on an annual budget of about $50 million. In this episode, Korsnick talks about the “new paradigm for nuclear” energy, why the “urgency” for nuclear “is only going to grow,” how the U.S. and Canada are working together on approval of new reactor designs, and why the Nuclear Regulatory Commission has to get more efficient. (Recorded October 21, 2022.)
Benny Peiser is the director of Net Zero Watch, a London-based public charity that focuses on the “implications of expensive and poorly considered climate change policies.” In his second appearance on the podcast, (his first was on March 8, 2022) Peiser talks about Liz Truss’s resignation last week, why both Tory and Labour Party politicians are to blame for Britain’s energy crisis, why Britain must immediately begin drilling and fracking for natural gas, how soaring energy costs could lead to a financial crisis, and why three decades after Margaret Thatcher resigned, Britain is going “back to energy socialism.” (Recorded October 22, 2022).
Björn Peters is a German physicist and energy economist, as well as the co-founder and CFO of the nuclear-energy startup, Dual Fluid Energy. In this episode, Peters explains why Europe’s energy crisis is all “policy made,” why it’s wrong to blame Russia for the crisis,  how the push for weather-dependent renewables became “a goal in itself,” why SMRs must be scaled up quickly, and why Germany’s energy mistakes are “making life difficult” for other countries in Europe.
Chris Keefer is a Toronto-based medical doctor and president of Canadians for Nuclear Energy. In his fourth appearance on the podcast, (previous appearances were November 2021, May 2021 ) and April 29, 2022) Keefer talks about Ontario Power Generation’s decision to reverse course and extend the life of the Pickering Nuclear Generation Station, a move that could keep the 3.1-gigawatt plant running for another 30 years, the essentiality of the Cobalt 60 isotopes that are produced by CANDU reactors, and why Ontario has “the most pro-nuclear government in the western world.” (Recorded September 30, 2022.)
Alexander Stahel, is a Zug, Switzerland-based commodities investor, energy analyst, and the author of a new report for the Global Warming Policy Foundation called “The Crisis of The European Energy System.” In this episode, Alex explains why Europe is facing years of electricity shortages, France’s mismanagement of its nuclear fleet, why Italy is in particularly bad shape, the long history of anti-nuclear sentiment in Europe, oil production decline rates, and why in modern societies, “electricity is like air.” (Recorded September 27, 2022.)
Jesse Jenkins is an assistant professor of mechanical and aerospace engineering at Princeton who focuses on energy system modeling. In this episode, Jesse talks about his work on modeling the potential emissions impact of the Manchin-Schumer Inflation Reduction Act, why his model projects a huge increase in renewables (nearly 400 GW of new solar and about 200 GW of new wind capacity), land-use conflicts, California, Europe, and why he believes the $370 billion in spending in the bill will stimulate more investment in the U.S. economy. (Recorded September 15, 2020.)
Chris Lawson is head of fertilizers at CRU Group, a London-based consulting firm. In this episode, Chris discusses the collapse of Europe’s fertilizer sector due to high natural gas prices, why Russia continues to play a key role in the global fertilizer market, China’s restrictions on exports, and how today’s fertilizer challenges will impact future food prices and availability. (Recorded September 22, 2022).
Gail Tverberg is an actuary and the editor of Our Finite World, a website that focuses on “how energy limits and the economy are really interconnected.” In this episode, she discusses oil and coal’s continued dominance of the global energy mix, why the world is “running out of affordable energy,” why raising interest rates to tame inflation won’t work, and why renewable energy’s “true value is close to zero.” (Recorded August 11, 2022.) 
Art Smith is the author of Something From Nothing: Joe B. Foster and the People Who Built Newfield Exploration and the president of Triple Double Advisors, a Houston-based energy consulting and investment firm. In this episode, Art, who has been researching and writing about the energy sector for four decades, talks about the oil industry’s soaring profits, the long-term price of oil, and the companies he believes will perform the best in the years ahead. (Recorded August 2, 2022).
Jorge Piñon spent 32 years working in the oil and gas sector and is now a senior research fellow at The University of Texas at Austin’s Energy Institute. In this episode, Piñon, who spent much of his career working in Latin America and Spain, talks about Cuba’s energy crisis, the devastation of Venezuela’s economy by the Chavistas, geothermal, South America’s dependence on hydropower, and how the U.S. became “the de facto refiner for Latin America.” (Recorded September 1, 2022.)
Michael Shellenberger is a former gubernatorial candidate in California and the author, most recently, ofSanFransicko: Why Progressives Ruin Cities. In his third appearance on the podcast, (previous appearances were on July 6, 2020, and May 27, 2021) Michael talks about the California legislature’s vote to save Diablo Canyon, nuclear’s new-found traction,  his run for governor, why he might run for office again, Greta Thunberg, and the “narcissistic nihilism” of climate catastrophists.
Scott Tinker is the chairman of the Switch Energy Alliance an Austin-based non-profit  “dedicated to inspiring an energy-educated future that is objective, nonpartisan, and sensible.” In his second appearance on the podcast, Tinker talks about “Energy Switch,” the new multi-part TV talk show that will begin airing on PBS stations in September, why “molecules matter,” his TED talk on the dual challenge of energy and environment, and how Russia’s invasion of Ukraine is accelerating talks about energy security. (Recorded March 17, 2022.) 
John Harpole is the president of Denver-based natural gas broker Mercator Energy. In his third appearance on the podcast (previous episodes were on March 10, 2022, and May 25, 2021), Harpole talks about the impact that the shuttering of Europe’s fertilizer plants will have on food prices and food security, soaring natural gas prices (on August 29, gas at the Dutch TTF hub was selling for $100 per mmBtu), deindustrialization, and how the shale revolution helped save the U.S. from the catastrophe now facing Europe.
Stephen Wilson is an adjunct professor at the University of Queensland, and the author of a recent report on the future of nuclear energy in Australia. In this episode, Wilson talks about the “church of electricity free markets,” why coal continues to be a dominant fuel for electricity production, the attraction of the “romantic poetry of renewable energy,” and why regulators must play a bigger role in managing electric grids. (Recorded August 11, 2022.)
Comments (2)

William Vaughn

Interesting... conservatives giving up on the free market and advocating for government mandates on energy composition...

Sep 6th
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William Vaughn

for the democrats to win, they need to understand this guest's priorities. calls herself a left-wing populist, but prioritizes border, trade protectionism over environmental issues, and seems to think the left doesn't prioritize the working class. not sure how she arrives there, but this sort of mentality needs to be understood and catered to

Aug 21st
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