Energy demand, OPEC's number game, and Powell's Fed

In this episode, Zane and Alex discuss the arrival of spring and explore several energy-related topics. Key points include OPEC's production plans, U.S. import tariffs on Canadian and Mexican energy, and recent changes in the global energy market. They also touch upon renewable energy trends in Texas, highlighting records in wind and solar output, and consider broader economic indicators in the U.S. and Europe. The episode wraps up with a discussion on market volatility and future energy consumption.

Access the research behind the episode

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Show Timeline

00:00 Introduction and Greetings

00:39 OPEC's Production Plans and Challenges

06:21 Chevron's Global Operations and Venezuela License

08:06 USMCA and Tariff Implications

14:50 Weekly EIA Data and Demand Perspectives

17:27 Germany's Economic Woes

18:38 US Industrial Activity Insights

20:41 Impact of Tariffs on US Steel and Energy

22:59 Energy's Role in Inflation

30:05 Renewable Energy Trends in Texas

34:46 Market Volatility and Future Outlook

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