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Energy Stress Part 1 - transcript.pdf 38.1 KB
August 4, 2026

Global Energy Stressors: Kazakh Oil Exports || Aug 4, 2026

Global energy markets are all over the place. So, we're doing a short series on the major energy stressors across the globe and how this all is going to play out. Up first, let's look at the Ukraine War's impact on oil exports from Kazakhstan.

Ukraine is ramping up strikes on Russian energy infrastructure, but Kazakhstan depends on those same pipelines, processing facilities, and ports to get its oil out. Exports have already fallen off a cliff, and there's no reprieve in sight.

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Comments (16)

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Ralph Arwood · August 6, 2026

It’s way past time to have good audio!

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Eric Godat · August 4, 2026

It would seem to me that China should build infrastructure heading east and place refineries in the western provinces to solve some of their oil need. Then they could sell some of it to the Southeast Asian neighbors.

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Dawson B · August 4, 2026

How do I get these videos to go to the next one once the video it's complete? I'm driving for my job and I just want them to link to the next one

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Marc Gagnon · August 4, 2026

What’s piece two!?

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sterling · August 4, 2026

Come for the geopolitical analysis, stay for the hiking videos

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Christopher Duncan · August 4, 2026

Check out NHK network. They always wear these grey fluffy microphones clipped to their shirt when outside. No wind effects on the sound.

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ingrid thaker · August 4, 2026

Like the subtitles 😁

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JBSanDiego · August 4, 2026

Map of the Kazakhstan oil export options. Should help make sense of most of the names and the complicated alternatives available. https://www.energycharter.org/fileadmin/DocumentsMedia/Events/20041019-ETEA_CAP_S2_KGRakhmetova.pdf

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Digital Window · August 4, 2026

Very helpful, thank you 👍

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robert benfit · August 4, 2026

Looking forward to hearing more on this topic...I am hearing impaired and picked up most of what was said...the closed caption helped with the rest...

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TnS · August 4, 2026

What about the Trans Caspian pipeline? Then Azerbaijans pipeline capacity also needs to be increased but can’t that be achieved easily compared to undersea operations

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Rod Drummond · August 4, 2026

Please stop recording videos in high wind conditions. The sound breaks up and it is difficult to understand you.

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Mark Studer · August 4, 2026

Again Peter, it’s so hard to hear your updates with all of the wind noise. Surely you can afford a better noise cancelling microphone? You want me to recommend one for you? Your daily podcast is very valuable and would be even more valuable if we could all hear it!

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Mr. Magoo34 · August 4, 2026

Invest in American Oil. 🇺🇸

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Ziggy · August 5, 2026

Until the domestic gas price rises so high from global demand that a president will have to block exports.

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Justin Barnhouse · August 4, 2026

Good. We need to use fewer dead plants. NOW, we need a competent person in charge… which we do not have.