Gavin Jackson

speaker

1,127 appearances 18 recordings 4 series first heard May 2026 last heard 26 Jun

Gavin Jackson’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 18 in all, peaking in Jun 2026 with 10.

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The Loonie Hour · Are Canadian Tax Payers Bailing Out Developers? · 26 Jun 2026 podcast

So we talked about 26 as the year of crossing the Rubicon.

Then you have EpicFury.

And the system has been impacted by production being shut in because you couldn't transport it.

And if you run the math, and we have, and we publish it with some regularity.

It looks like it's somewhere around 1.6 billion barrels that has been lost to the global system.

So you say, well, can't you make it up?

It's like, no, Saudi Arabia can't go from a maximum wellhead flow of 10.7 million a day to 21 million a day.

It's not like you can double your production and make it up.

And the effect of that has been mitigated only really modestly by these emergency inventory releases

But that production, we describe it as forfeited.

You're not going to get it back.

And eventually it trickles through the whole supply chain and manifest and inventory levels being pulled down.

And so Epic Fury basically took the crossing Rubicon story and just stuck this 300 horsepower Johnson motor on the back of the boat.

It kind of flew across the river.

And this is not the consensus view.

People who are listening to this are saying, I haven't heard this before.

War's not over yet.

Actually, it was Feb 28.

So that's like an 11-part question, which is fine because there's a lot of things to talk about.

And

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