In this week’s episode of R-Squared Energy TV, I discuss the recently released paper by former Eni executive Leonardo Maugeri — in which he suggests global oil supplies will increase by 17 million barrels per day by the end of the decade — as well as George Monbiot’s highly publicized reaction to the report.
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Strait of Hormuz reopens for now, but global supply chains remain at risk
Carrying about 20% of the world’s traded oil and gas, the Strait of Hormuz is a critical global chokepoint. Even if it remains open, restoring full energy and material flows will take time, with ongoing consequences to global supply systems.
April 13, 2026
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
