Joe Wiesenthal

They were like, you know, they're doing that classic thing of only drive to work if your license plate ends in an odd number on this day.

Yeah, and we're seeing a lot of these types of headlines, some in Korea, some Thailand, et cetera.

So it also then raises the question, you know,

The Strait of Hormuz is closed.

Maybe it'll be open.

But does this change future energy trajectory in some way?

Does this mean there's going to be more comfort with coal mining over the long term?

Does this mean that economies are going to try to accelerate decarbonization efforts more intensely?

Could this be a huge boon for the American LNG industry where we know we're building a lot of export terminals, et cetera?

And if there's some sort of impairment to Qatari LNG, then I don't know.

Huge questions about even just setting aside market pricing right this second or this week, the future of energy.

Well, I'm very excited to say we do, in fact, have the perfect guest, someone who knows about all this stuff, someone who's been on the podcast before, but we haven't talked to him in years, which is really sad because we really like the guy.

And so very excited to welcome back onto the show, Alex Turnbull.

He's an investor based in Singapore, but he's also a researcher with the Australian National University focused on energy security, really knows the energy scene very well, spends his time thinking about the present and future of energy.

So

Alex, thank you so much for coming back on Outlaws.

Yeah, really, really appreciate it.

Talk about like.

right now you know this phenomenon that we talk about where yeah prices are up but you know by some measures still within some sort of historical range whereas the headlines that you see about rationing etc are like oh this is extremely dire etc give us your lay of the land from the account from the from the asian perspective from the perspective of east asian countries like how dire are things just like right now without that without that flow

In terms of the knock-on effects on the economy, you mentioned some of the rationing thing.