• Mobius Risk Group on Chuck Yates Needs A Job

  • Mar 11 2025
  • Duración: 58 m
  • Podcast

Mobius Risk Group on Chuck Yates Needs A Job

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  • Resumen

  • Natural gas, AI, and the future of energy, sounds like a wonky mix, but trust us, this one's worth a listen. Chuck sits down with the crew from Mobius Risk Group to break down why natural gas is the unsung hero behind AI’s growing power demands, how energy markets are shifting under the weight of geopolitics, and where the real opportunities lie in the scramble for reliable electricity. There’s talk of data centers, infrastructure bottlenecks, and why energy independence might not mean what you think it does. Plus, a few contrarian takes that might just change how you see the whole industry.

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    Click here to watch a video of this episode.
    00:00 - Intro
    06:05 - Mobius Risk Group
    08:31 - $4 Gas Prices Explained
    12:39 - Europe’s Energy Crisis Overview
    15:48 - Oil Production Limits
    21:40 - Natural Gas Prices Drivers
    27:50 - Future Energy Pathways
    29:38 - Alex's Insights
    32:14 - Regulatory Uncertainty Challenges
    35:05 - Big Tech and Oil & Gas Engagement
    39:15 - Future Energy Landscape
    42:10 - Energy Poverty and Socioeconomic Impact
    44:47 - Client Advisory Strategies
    47:20 - Trump’s Energy Policy Analysis
    53:18 - Future Energy Predictions
    56:01 - Contacting Mobius Risk Group
    56:55 - Missed Topics Discussion
    1:02:50 - Nord Stream 2 Incident Analysis
    1:05:50 - Outro
    1:09:10 - Future Developments in Energy
    1:12:40 - Refining Capacity Insights

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