EPISODE · Apr 16, 2026 · 5 MIN
086: De-Globalization: Energy and Critical Resources - Fuelling Independence
from Learn Finance 101 · host LearnFinance101
In a de-globalized world, no country wants to be at the mercy of someone else for oil, gas, or the minerals that go into batteries and chips. Int his episode we’re going to have a nice long conversation about why energy independence is core to de-globalization, how policies like IRA extensions are driving it, which stocks and commodities won big in 2025, the concentration risks the IEA keeps warning about, and where the green transition fits in all this.
What this episode covers
In a de-globalized world, no country wants to be at the mercy of someone else for oil, gas, or the minerals that go into batteries and chips. Int his episode we’re going to have a nice long conversation about why energy independence is core to de-globalization, how policies like IRA extensions are driving it, which stocks and commodities won big in 2025, the concentration risks the IEA keeps warning about, and where the green transition fits in all this.
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086: De-Globalization: Energy and Critical Resources - Fuelling Independence
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