congrats to your wife!

I’m green with envy on the hole-in-one. Good story.

Amazing video , thank you !

Great information. Thank you and congratulations to your wife on her hole in one. Great memory!

Keep up the good work Arjun and nice to see you at Saint Andrews on what looks like a perfect day!

Congratulations on this milestone. We are all blessed to have your Saturday morning posts. I always enjoy your views and your positive energy. I hope that you had a good round at St Andrews.

"If you want to mandate anything, how about maximum vehicle weights?" 👍👍👍👍👍

Arjun, what's the idea behind the use of the "royal we".

Thank you Arjun.

Love the video Argun. Quick question, do you think Canadian oil sands was a hit, a bust or a bit of both?

Great story! Thank you for sharing these! Agreed they seem to align serendipitously. This must mean we’re headed for $200+ oil soon

You know how much I appreciate you and your posts. This week, again, was brilliant. The best thing that you do is stimulate my thoughts. Thank you for always crediting people who had developed a thought that you mention. Classy. I had a “pop up” trip to Las Vegas and the day that I was leaving, a stranger showed me a video that he had taken the night before in The Sphere of the Grateful Dead. I really regret not being able to experience that concert in that venue. Be well my friend.

Enjoyed the video and while this isn't the forum, I'll disagree with your economics of EV. Tesla is only profitable due to selling ZEV credits to other OEMs (and to a lesser extent FSD which is a whole other story).

Simple two word answer to the question....can you trust the United Nations on energy and climate....hell no!!! I don't like getting lied to and I especially dislike liars acting as "fact checkers". You were kind and respectful, more so than I would have been. Keep up the good work! Enough people speaking truth, along with the inevitable and inescapable voice of Nature, speaking through the Laws of Physics, will eventually overcome the false voices like the UN on the whole climate issue. In the mean time, a lot of people will suffer because of the waste of trillions of dollars that could have been spent far more wisely on things that will actually increase human flourishing.

Energy Transfer did weatherize and made billions off that storm.

I agree with the comment below, fact #2 is wrong, absolutely wrong! The fact is, human CO2 emissions are only partly responsible for Global Warming. If you Strat from the premise that all climate change is down to human emissions then you are on the "back foot" from the start and frankly most off the argument is lost.

KZbin already slapped you with the “fact check” again 😂 it’s a badge of honor. It means your videos actually have reach. If you weren’t effective, they wouldn’t bother counter-signaling you.

Arjun, this is one of your very best posts. I love your passion and I love your civility. I wish that I was more urbane like you. This post was absolutely needed and it will go a long way in stimulating dinner time discussions. Thank you.

Hey Arjun, just to add my 2c: - Fact #2 & #3: Not all climate change is caused by humans, and there's significant dispute among scientists about just how much humans are contributing to climate change. But we have (literally) billions of years of data of Earth's climate constantly changing. - Fact #9: Michael Cembalest discussed this issue in this year's JPM Annual Energy Report (beware of the PUNIs). Sadly the message hasn't gotten through. - Fact #11: One big unknown for wind & solar costs is that the build-out has so far been in windy and sunny places (which makes economic sense). But even with significant technological progress, it's not clear if wind & solar costs will continue to fall if we have to start building them out in places with less optimal wind and solar. Germany is the perfect example of this phenomenon. Just like mining, there's cost curves and not all locations are created equal (see global irradiation maps).

the statement itself is nonsense before you even click on it

Thank you for this brilliant, balanced, and fact-based analysis on the UN’s climate change positions. It was long overdue. This short video should be mandatory viewing in schools worldwide.

Japan has made major reforms in corporate governance and their stock market is finally waking from its slumber over the last 10 years. On a fundamental basis they've actually outperformed the USA

The most positive presentation I have experienced this year. Thank you!

Thank you. Always great to hear from you. Happy Birthday America.

Thanks Arjun, do you know whts MUSA's future buyback policy like if there's one? thanks

Congratulations on being a wonderful father and much success to your children 🎉

PKW is the buyback etf

Energy followed by bball analysis 😀.

Thanks Arjun, just discovered you. Do you also give stock specific analysis in O&G? Thanks again love your analysis.

Appreciate your compassionate, positive and yet pragmatic vision of energy in the future. Well thought out vision cast. Would like to hear some good arguments for positive global impact from energy solutions for the developing world, especially those states that can't afford it.

Dr Arjun… Dropping TRUTH BOMBS. 💥 I agree that there is an early-stage Sanity Pivot 🚨 ongoing, as executives with broader experience and substantial resources at hand are putting their shoulders behind The Transition. Amazingly many with a Contrary View have never even heard our arguments before. We must continue to be outspoken. “All of the Above” Energy Solutions with the smallest environmental footprint and maximum diversification for resilience is the way forward.

One of your best Arjun. Thanks.

Long offshore oil companies like sea drill valaris etc

Great insight as always

Just discovered your channel Thanks

Great video

Why did you leave out Africa in the beginning. I wonder why😊

Excellent speech. As an oil&gas analyst for 20+ years, cannot agree more.

some of the most reliable and thoroughly researched insights available. A big thank you to Arjun for such valuable information.

Thank you for these videos.

Promo SM

Alright this has been bugging me for a while and I'm too afraid to ask. But what does CERA stand for?

Thank you Arjun. Outstanding as usual.

Canada may be good on oil and gas esg, but as a whole it's turned into an authoritarian radical leftist country. Definitely not a nice place to live.

So AI increases oil supply + oil demand increases = steady $ 70-90 oil

Excellent commentary, as always. Your point on the application of AI to crunch big data to optimize shale development and recovery was thought provoking. Thank you for sharing your thoughts here for free.

Super interesting. thank you!

I learned so much...thank you!

6:05, we know, thanks to the vest. That looks comfy. The Norway's demand is interesting. Thanks, good stuff.

Thanks for saying what very few are willing to say. Hopefully, you're calling out the ESG "emperors" will give management teams courage and inspiration to do the same. Too much time and money spent trying to appease them. XOM's Darren Woods has recently gone on the offensive. Good for him.