aiandrewsbackbadbigcallceraweekcheckchinaclimatecommentarycrisiscrudecyclecyclesdeepdemanddiveendenergyep57europefaqgasgeopoliticalgeopoliticsgoodgrowthhormuzimpactsindustryirankinglessonslivelnglongmacromarketsmindsetnarrativesobliteratingoilopecopportunitiespeakperpetualpolicypostpowerpragmatismpreviewprogressquestionsrestreturnsriskroadrolescenariossectorshalesohstraitstrategysurprisestacticaltaketakeawaystakestakingtermthemesthoughtstoptraditionaltransitionturmoilvideopodsvirtuousvolweekworldwwlrdyears