Apology Tour for the Live Q&A Mishap + Iran War Updates
As an apology for the mishap with the Live Q&A, we'll be doing a few extra videos covering some of the questions that were sent in. First up, we have some updates on the Iran War.
Negotiations have stalled. Markets aren't reacting in the way you'd expect. So, when is reality going to catch up?
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Comments (26)
What is the possibility that Netanyahu will nuke Iran given the fact things have stalled with Iran and Trump is desperate to come out as the winner?
Your man-about-the-wilderness videos actually sound a lot better than your studio setup. A wireless lav mic would fix that — they're cheap and the difference is immediate.
The Emperor is not wearing any clothes. But even though this has been made widely known, and accepted, around the globe, up to a third of Americans still claim they can see a fine suit on him.
Great simplified breakdown Peter thank you. Many of us are responsible for speaking layman’s terms to those not in a particular industry. This is super useful content. I know it’s a huge ask but sourcing is always helpful as data is often questioned these days 😉
Well put and accurate other than I haven't heard of the balloon theory. But Drubit shipments via rail could be expanded from 180,000b a day to 250,000b a day.
Hi Peter, thanks for posting this video. If we assume that the current strategy of Trump (or the "brain" trust talking into his ear) is to blockade the Strait until the Iran cries "Uncle" or is forced to cease production in their oil and gas industry, could you post a video on the overall negative impact to oil and gas, refined product and fertilizer production that has already taken place in the Middle East outside of Iran? Then, add in the potential loss from Iran if they are forced to shut down more of their production.
Would be cool if you had a room to make these videos that wasn't also a bathroom
Just admit you vibecoded a new software to cheap out on Adobe licenses already! 😜
The last time a sitting president messed up oil shipments, it led to Pearl Harbor. There are going to be a huge number of pissed-off nations blaming the US and Israel for creating this mess.
Thanks for the bonus videos. They even come with a suit so they're extra fancy!
I am totally surprised at how the US stock market has ignored the greatest disruption of energy/transport/electrical/fertilizer production in history.
Don't Look Up. (The movie.)
Thank you, Peter. It’s always a pleasure to watch your videos. 🙂
This is a good outcome for those of us in a different time zone. I wasn't getting up at 0200 for a live Q&A 😅
At around four minutes when you said Iraq, did you mean Iran?
I think he did mean Iraq. With the closure of the Strait of Hormuz, Iraq, Kuwait and other Gulf states have had to cut back and/or stop production due to lack of storage and ability to export oil. I suspect the infrastructure and skills of the oil companies has been depleted to the point that they are unable to bring those wells back on line for many years.
Sooo… can we go back to whale hunting? Timmy is kinda already on the menu…
Kujira
Looking forward to watching the recordings!
What about gaz and oil pipelines in Canada, can they expand in the east to provide EU and UK? Is it likely to happen?
A pipeline from the oil & gas resources in Alberta to the Atlantic coast would be 5000 km, half of which is over extremely difficult Precambrian rock, muskeg and non-navigable rivers. Existing oil pipelines dip down through the USA to avoid that, which creates its own issues. They cross back into Canada at Sarnia, Ontario, but terminate in Montreal. Quebec has refused to allow pipelines to continue on to the Atlantic provinces. There is a project on the table to re-establish and expand the port facility at Churchill Manitoba on Hudson Bay, including an LNG plant. A pipeline from Alberta to Churchill would be much shorter, but the terrain and climate remain challenging. Hudson Bay and Hudson Strait are navigable less than half the year, even with icebreaker assistance. The west coast is more promising. The Trans-mountain oil pipeline opened in 2024, with capacity of about 900k barrels/day. Tweaks are underway to enable about another 400k barrels A gas pipeline to a new LNG facility at the port of Kitimat BC is underway. Alberta is demanding that Canada build more pipelines for its benefit, but no consortium of investors has stepped forward. A unique proposal is to ship undiluted bitumen packed in rubber balloons in shipping containers on existing rail lines to the port of Prince Rupert BC, which can then travel to Asia via container ships, and actually bring a better price than diluted product for use in asphalt.
The games Cheeto is playing could all be summed up as fraud, wrapped up in a self-induced tragedy. From a drone company opened by his kids to oil prices doubling for Putin. This is a worldwide tragedy where Trump swoops in to be the hero.
As always, fantastic content Peter, we can live with the "hiccups", no worries
Are we great yet?
It's all good, here's a cheap second shot at my question being potentially answered... Is Russia's retreat in Mali a consequence of losing their bases in Syria?
No worries. Glad to hear from you