The Math Isn’t Mathing: US Natural Gas Shortfalls by 2030 Having ‘energy awareness’ is like a superpower these days. It should be routine, but it’s not. Time to level up with a dive into natural gas supply and demand issues within the US. The Math Isn’t Mathing: US Natural Gas Shortfalls by 2030 Having ‘energy awareness’ is like a superpower these days. It should be routine, but it’s not. Time to level up with a dive into natural gas supply and demand issues within the US.
The Fat Pipe May 15th, 2026: The China Lull, Renewed Military Strikes?, Bonds and Inflation, What The Heck Data Centers? PREVIEW Between the largest energy shock in the world, and the breakneck speed of installing energy gobbling data centers at breakneck speed, it’s time to take our preparations to the next level. The Fat Pipe May 15th, 2026: The China Lull, Renewed Military Strikes?, Bonds and Inflation, What The Heck Data Centers? PREVIEW Between the largest energy shock in the world, and the breakneck speed of installing energy gobbling data centers at breakneck speed, it’s time to take our preparations to the next level.
The Commodity Bull Market Has Begun (But So Has Inflation) The US is selling its reserve setting up future price spikes, commodities are launching on a new bull market, and inflation is set to come roaring back. This narrows down the investable universe considerably. The Commodity Bull Market Has Begun (But So Has Inflation) The US is selling its reserve setting up future price spikes, commodities are launching on a new bull market, and inflation is set to come roaring back. This narrows down the investable universe considerably.
The US Is Exporting Like Mad as Global Oil Stocks Deplete at a Record Pace The US continues to export its wealth in the form of oil and gasoline and other energy products. We’re eating our seed corn. When that ends, the price spikes will be extraordinary and cause a lot of economic damage. The US Is Exporting Like Mad as Global Oil Stocks Deplete at a Record Pace The US continues to export its wealth in the form of oil and gasoline and other energy products. We’re eating our seed corn. When that ends, the price spikes will be extraordinary and cause a lot of economic damage.
The Real Costs of the Iran Conflict: Energy, Markets and the Shift to a Multipolar World Chris joins Mario Nawfal to break down the real impacts of the Iran conflict on energy flows, the Strait of Hormuz, and the accelerating shift to a multipolar world. The full interview is below! The Real Costs of the Iran Conflict: Energy, Markets and the Shift to a Multipolar World Chris joins Mario Nawfal to break down the real impacts of the Iran conflict on energy flows, the Strait of Hormuz, and the accelerating shift to a multipolar world. The full interview is below!
Episode #21 of The Wake-Up Call: It’s Time to Overreact PREVIEW I’ve been preparing for a long time. I have a very fast adjustment reaction and I’m much further down the path than 99 % of the people out there. And despite that, at times, I still find myself feeling like this is overwhelming. Episode #21 of The Wake-Up Call: It’s Time to Overreact PREVIEW I’ve been preparing for a long time. I have a very fast adjustment reaction and I’m much further down the path than 99 % of the people out there. And despite that, at times, I still find myself feeling like this is overwhelming.
Negotiations Crumble as Gasoline and Diesel Prices Rise to a National Record The US-Iran negotiations are going nowhere, Trump is growing impatient, and oil executives are sounding positively doomerish. Currently, there’s no end in sight. Plan accordingly. Negotiations Crumble as Gasoline and Diesel Prices Rise to a National Record The US-Iran negotiations are going nowhere, Trump is growing impatient, and oil executives are sounding positively doomerish. Currently, there’s no end in sight. Plan accordingly.
The Fat Pipe May 11th, 2026: “Unacceptable!,” Oil Is Priced Too Low, Breaking the US Consumer, “This Time Is Different,” Plant a Garden! and Grab Bag PREVIEW Most of my country is sleepwalking straight into disaster. But these days ignorance is a choice. The information is there is you are willing to view and absorb it. Let’s dive in. The Fat Pipe May 11th, 2026: “Unacceptable!,” Oil Is Priced Too Low, Breaking the US Consumer, “This Time Is Different,” Plant a Garden! and Grab Bag PREVIEW Most of my country is sleepwalking straight into disaster. But these days ignorance is a choice. The information is there is you are willing to view and absorb it. Let’s dive in.
The Damage Has Been Done, Is This What Comes Next? PREVIEW There be whales and elephants swimming and stomping through the markets. When big money moves, it’s our job to figure out why and how to position ourselves accordingly. This is wildly important. The Damage Has Been Done, Is This What Comes Next? PREVIEW There be whales and elephants swimming and stomping through the markets. When big money moves, it’s our job to figure out why and how to position ourselves accordingly. This is wildly important.
The Fat Pipe May 8th, 2026: The Most Kinetic Ceasefire Ever, WTF Oil?, and Idiots on Parade PREVIEW There’s a massive news blackout underway about the events that transpired between Iran, the US and the UAE last night. The Fat Pipe May 8th, 2026: The Most Kinetic Ceasefire Ever, WTF Oil?, and Idiots on Parade PREVIEW There’s a massive news blackout underway about the events that transpired between Iran, the US and the UAE last night.
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