Oil and Gas
43 episodes · Page 2 of 2
#1671: Toothpaste from Ancient Plankton: The Truth About Oil
Oil isn't dinosaur juice. It's ancient algae, transformed by millions of years of heat. We trace its journey from seabed to toothpaste.
#1643: How Ship Type Shapes Geopolitical Risk
It's not just container ships and tankers. Here's the full ecosystem of merchant vessels—and why their differences matter.
#1488: The $13.5 Trillion Power Play: Sovereign Wealth Weaponized
With $13.5 trillion in assets, sovereign wealth funds are shifting from passive savings to active tools of geopolitical influence and warfare.
#1426: The Paper Barrel Economy
Discover the hidden financial machinery of "paper barrels" and how futures and options protect the global economy from oil price shocks.
#1400: Iran’s Oil Fortress: The Strategic Battle for Kharg
Discover why a tiny island handles 90% of Iran's oil and how surgical strikes are redefining the future of economic warfare.
#1175: Why the World's Oil Is Trapped in a Geological Cul-de-Sac
With 20% of the world's oil stalled, the Strait of Hormuz has become a systemic seizure for the global economy.
#1145: The Mediterranean Triangle: A New Axis of Power
Exploring the strategic alliance between Israel, Greece, and Cyprus as they reshape energy and security in the Eastern Mediterranean.
#1134: Why Egypt and Jordan Can’t Afford to Hate Israel
Discover the invisible "economic handcuffs" and security ties keeping Israel’s oldest peace treaties alive amidst rising regional tensions.
#1133: The Caspian Shield: Israel and Azerbaijan’s New Alliance
Explore how a 2026 drone strike transformed the secret bond between Israel and Azerbaijan into a powerful, public geopolitical marriage.
#1117: Israel SITREP; 12 Mar 01:50 (23:50 UTC)
An urgent sitrep on the 37th wave of Iranian strikes, the "black rain" crisis, and the escalating coalition response in Operation Epic Fury.
#1009: The IRGC's Shadow Oil Empire: Why Targeting Revenue Changes the War
Explore how coalition strikes on oil terminals are dismantling the IRGC’s shadow economy and patronage networks to end regional conflict.
#946: The Hormuz Bottleneck: Oil, Insurance, and Global Risk
Explore why the Strait of Hormuz is the global economy's ultimate single point of failure and how insurance markets can trigger a total freeze.
#925: Israel SITREP; 4 Mar 01:51 (23:51 UTC)
Following the death of Iran's Supreme Leader, a massive regional conflict erupts. We break down the military strikes and global economic fallout.
#913: 72 Hours That Changed the World: The Iran Conflict
As a massive military operation enters its third day, Herman and Corn break down the tactical shifts and global impacts of the Iran conflict.
#906: Coal's Brutal Security Blanket
Think coal is a thing of the past? Discover why global demand is hitting record highs and the devastating health toll on today’s miners.
#901: The Iranian Decapitation: Four Paths After the Strike
Following the massive US-Israeli strikes on Iran, Herman and Corn analyze the four potential trajectories for the region's future.
#882: How 1,400 Ghost Ships and Fake GPS Are Breaking the World
Explore how "ghost fleets" and "shadow armies" allow nations to bypass sanctions and project power through a world of plausible deniability.
#831: Middle East SITREP: Military Buildup and the 11th Hour
Explore the 2026 Middle East crisis: from F-22 deployments to oil price spikes and the fragile 11th-hour diplomacy in Geneva.
#604: The Secret Chat Keeping Ships Safe in War Zones
Explore the invisible infrastructure keeping global trade alive, from secure naval chat rooms to armored ship citadels.