In Oilcast 9 we check out prices at $55 once again, the upcoming OPEC meeting, the US SPR is nearly full, Angolan deepwater and a more in depth look at the fall in annual UK output by 17% with Chris Skrebowski (not live but…)
Plus a report from The Energy Research Centre of the Netherlands who have a fascinating look at oil peaks, globalisation and more…
As well as all this we have also figured out how to make our MP3’s a better – smaller – size. Enjoy.
Listen here (MP3 file, 4.9MB)
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Iran, U.S., and the Rest: The Unavoidable Pig in the Python
In this episode, Nate offers a personal reflection on the unfolding geopolitical tensions surrounding the Strait of Hormuz, beginning with an examination of how disruptions to fossil fuel flows propagate through the global economy, but with a time lag.
March 30, 2026
Iran to Trump: If you destroy us, you destroy yourself
So, there you have it. Trump and his team have stumbled into a war they cannot win. If the war does not end soon, it will likely destroy the world economy for lack of energy supplies and plunge it into a deep, years-long depression, one from which it will be difficult to emerge.
March 29, 2026
Entropia and the Disintegration of Empire
As the current situation (March 2026) around the Strait of Hormuz continues to destabilise the global economy, it is timely to return to Alexander’s analysis outlining ‘the Disintegration of Empire’ (being Chapter Two of Entropia).
March 23, 2026
