MRP 170: The Bull Case For Oil and Gas

If you were to believe the headlines, it would be easy to think that we can easily transition away from fossil fuels over the next decade. Given the one-sided focus on climate change and how fossil fuels might be contributing to global warming, it stands to reason that this transition will eventually occur. That said, logic and physics will eventually win and we are now finally seeing this play out due to misplaced energy policy in Europe. In this episode, Justin and I talk about Peak Oil theory, China's dominance over the solar panel supply chain and what is being done to correct this, the resurgence in nuclear power, and how investment banks are finally realizing that natural gas can help bridge the gap to a low-carbon future. We wrap up with a discussion on why now, more than ever, we are bullish on the future of U.S. produced oil and gas in helping meet the world's energy needs. As always, links to the resources mentioned in this episode can be found at mineralrightspodcast.com.