OPEC Cuts, Weather Impacts, and Geopolitical Risks

In this episode, we return from a hiatus to discuss the latest developments in the oil market, particularly focusing on recent OPEC decisions, global oil production data, and implications. The conversation also delves into U.S. natural gas market dynamics, European weather impacts on energy supplies, the ongoing situation in Syria, and the political and economic destabilization in regions like Europe and South Korea. The episode wraps with a detailed discussion on U.S. nuclear build efficiency compared to other nations and its implications for future energy policies, especially with regards to big tech's demand for new nuclear capacity.

Access the research referenced in the episode:

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Show Timeline

00:00 Welcome Back from Thanksgiving

00:29 OPEC Meeting Highlights

01:58 Market Reactions and Expectations

06:53 Non-OPEC Supply Insights

10:32 US Natural Gas Market Update

13:40 European Energy and Weather Impact

25:23 Geopolitical Tensions in Syria

30:25 South Korea's Political Unrest

32:22 Big Tech's Nuclear Ambitions

41:53 Conclusion and Upcoming Topics