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Nobody says every single vehicle or even application of oil and gas needs to be replaced. But if you want voters to be less sensitive to the price of gas then you have to have more people who are driving EVs than not. I guarantee you that if 50% of voters were driving EVs, POTUS wouldn't be...

Let's go back here. I suggested that the only way to create the decision space where gas prices are irrelevant is to not rely on gas. Ie Drive EVs. Response: "China is going to own us" Obviously that's not true cause EVs don't turn into pumpkins when trade with China stops. Also we can make...

What are you on about? I didn't see any discussion on "We should nationalize oil and keep going in Iran". Reality is the Americans declare victory and go home before gas prices hit $4. Because that is all that matters to the American voter. You guys are twisting yourselves into pretzels...

There's no public appetite for nationalization of oil and gas in the US and Canada. So for all practical purposes, this is a distinction without a difference.

Called it. Amazing how war in Iran will end up fucking up Ukraine and Europe even more in the long run.

As it should be.

Stocks vs. Flows. Building an EV is a discrete draw down of rare earth stocks. If China stops shipping rare earths, the car still works. It doesn't magically turn into a pumpkin. And that's aside from, ya know, the US having the ability to simply produce rare Earths, which they refuse to...

American right learning that true strategic independence only comes from EVs......

You've made a better case here for war than any administration official (including POTUS) did.

Nah. That totally sounds like he's going to quit "Major Combat Operations" and move to convoy ops. And I suspect the next plan is to lift sanctions on Russia and get Russian barrels to replace Iranian barrels while they try to choke off the regime and just keep mowing the lawn. I think the...

Just so we're clear. You started with the idea that the Liberals are imposing 47¢/L in taxes in a month. And then ended up with the idea that combined federal and provincial excise taxes and sales taxes might be 43¢/L......in 2030. If gas prices are $1.5/L in 2030. Dude. Can't you just...

Sure. But where did you get these numbers? I am curious about your math here:

Can you explain how you translate those to cents per litre?

What are you talking about? I am confused. The consumer carbon tax was cancelled.

Stability of supply is half the equation. This war proves that any large power can wreak havoc on price at a whim. The Europeans are literally watching integer values of percentage GDP going to import oil and gas right now. The faster they get off that merry go round the better for them. Oh...

India today is where China was in 2012. Musk literally laughed at Chinese EVs then. But forget India. This should absolutely light a fire in the EU to replace as much of gas exports as they can. Who the heck wants to be subject to the whims of the US, Israel, Russia, and the rest of the...

There's 16 mpbd shut in. To put this in context, the drop in demand during Covid was 30 mbpd. From that you can gauge the kind of reduction in activity it would take to match supply and demand. Oil prices were in the $60s before the war. The global economy was already weakening. If the...

https://www.themirror.com/news/world-news/g7-emergency-summit-oil-prices-1726642

Qatar is warning of $150 oil: https://www.thisismoney.co.uk/money/markets/article-15620643/Qatar-warns-oil-double-150-barrel-bring-economies-world.html Long run, it'll be interesting to see what this does for renewables: https://paulkrugman.substack.com/p/renewable-energy-and-national-security

I get that we're all cheering on US/Israel. But it's a worthwhile bias check to just wargame the other side's perspective.