Three analyst groups have concluded that quarterly U.S. natural gas production dropped between 4.9-5.3% compared with a year ago, led by a sharp decline among the majors. The quarterly figures, said Lehman Brothers’ analyst Thomas Driscoll, are “both surprising and disappointing given drilling activity,” because “industry appears unable to ‘drill its way out’ of gas market tightness.”
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Could the West Lose the Resource Wars? AI, Rare Earths, and Economic Statecraft
In this episode, Nate is joined by financial and economic analysts, Craig Tindale and Michael Every, to discuss the widespread implications of growing geopolitical tensions over scarce resources and the rapidly changing foreign policy and economic statecraft that countries are implementing in response.
March 5, 2026
Wide Boundary News: Biodiversity Depletion, Iran & the Strait of Hormuz, and the Green Wedge
This week’s Frankly is another edition of Nate’s Wide Boundary News series, where he invites listeners to view the constant churn of headlines through a wider-boundary lens. Today’s edition features reflections on renewable energy and CO2 emission trends, updates on species adaptability, and a discussion about nuclear treaties and Iran.
February 24, 2026
Wars and rumors of wars: Iran edition
An attack on Iran appears imminent. Here’s why I think it’s unlikely that we’ll see President Trump “TACO” this time.
February 22, 2026
