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00:00 - Intro
02:01 - Heading into the winter
10:42 - Flood the market with oil...a good idea?
14:50 - Understanding the supply side
29:30 - Venezuela - A hot spot?
33:21 - Is the SPR in trouble?
40:12 - The role of the different energy commodities
42:51 - Why convergence and how to take advantage of it
51:56 - The end of energy abundance
59:57 - Is nuclear the future?
01:05:18 - Thanks for listening