Intro

The US bombed Iran on Saturday. We threw out our planned episode and called James Gutman, Strategist & co-author of The New Joule Order at the Carlyle Group, to make sense of what comes next.

James explains why the US has no incentive to protect global energy supply chains, how Venezuela and Iran are reshaping China's energy calculus, and why every oil-importing nation on earth is now rethinking its energy strategy.

Plus, Jigar and Jamie break down what this means for American consumers — from gas prices to natural gas bills — and why the case for solar, batteries, and electrification just got a whole lot stronger.