This Episode we cover: 

1. Immense Capital investment in the Energy Transition

2. Shell selling the Permian?

3. ERCOT struggling

4. The Fed's rate guidance

5. OPEC game theory

Markets Overview: 
• WTI $70.38/bbl flat over the last week
• Natural Gas  $3.18/Mcf down a couple percent
• S&P $4221
• Bitcoin $37515 down 4%
• Copper  $417 down 8%