This Episode we cover:
1. Immense Capital investment in the Energy Transition
2. Shell selling the Permian?
3. ERCOT struggling
4. The Fed's rate guidance
5. OPEC game theory
Markets Overview:
• WTI $70.38/bbl flat over the last week
• Natural Gas $3.18/Mcf down a couple percent
• S&P $4221
• Bitcoin $37515 down 4%
• Copper $417 down 8%
