In Episode 8, part two of the St. Paddy’s day doubleheader, Trisha and Ethan crush on Chevron (CVX) and the company’s approach to the energy transition and short cycle economics, pick apart China’s five-year plan, and analyze the Biden administration’s foreign policy moves. Trisha smacks Ethan during the show – a standard feature of this healthy podcast relationship from Trisha’s dining room table.
Other mentions: Ethan applauds Chuck Yates’ dad who sheltered the Yates clan with solar and batteries during Uri, and talk about the merits of Generac’s standby generators for emergency weather. True Companies. Tallgrass. Robert Norton. Deb Haaland, the new Secretary of the Interior. Kinder Morgan. Mountain Valley Pipeline. Dakota Access. Chinese Capitalism. Hong Kong. Chinese and Indian coal.