OPEC, every mention
33 scenes across 9 shows · ← back to OPEC
All-In 20
the Green Blueprint 11
Capital Allocators 7
Catalyst 3
the a16z Podcast 2
Acquired 2
American Optimist 2
the Knowledge Project 21 more shows
every year every show
All-In 20
the Green Blueprint 11
Capital Allocators 7
Catalyst 3
Acquired 2
American Optimist 2
the Knowledge Project 2
the a16z Podcast 2
TBPN 1
Verbatim, from the transcripts: passages where OPEC comes up on All-In, the Green Blueprint, Capital Allocators, Catalyst, Acquired
The Hyundai Founder Who Put a Country on His Back
- ▶ 1:45:24 Shane Parrish In 1973, OPEC raised oil prices, which triggered a global recession.
- ▶ 1:47:28 Shane Parrish By the mid-nineteen seventies, the OPEC nations were staggeringly rich.
Running DC Like Wall Street: CEO of America's Investment Fund · Joe Lonsdale
Casey Handmer (Terraform) on Turning Sunlight and Air into Fuel
- ▶ 11:23 Casey Handmer Uh, you know, various OPEC issues and oil shocks and so on occurred.
Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
- ▶ 1:18:30 Chamath Palihapitiya So if you didn't like OPEC, well, then there is this OPEC++ thing.
Striking Oil – CrownRock by Lime Rock Capital (EP.428)
- ▶ 26:22 Jay McLean The other two, just before Thanksgiving in 2014, Saudi Arabia, and by extension OPEC, essentially declared war on shale. 2 times in the scene
- ▶ 29:18 Jonathan Farber So that meant when we hit the global financial crisis, when we hit the shale war versus OPEC, when we hit the pandemic, we had locked in the revenue stream.
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- ▶ 48:32 Matt Miller It is OPEC on steroids. 3 times in the scene
Mark Cuban: Love/Hate Relationship with Trump, Why He's Backing Kamala Harris
- ▶ 26:47 Mark Cuban And, um, Saudi Arabia, and, um, that led to other people in OPEC plus, um, participating.
- ▶ 29:16 Chamath Palihapitiya So my understanding was in 2020, what happened was not that Saudi Arabia and Russia were cooperating to cut prices, but they got into a fight because it wasn't really, it wasn't really Saudi, but it was OPEC, which includes us and OPEC… 2 times in the scene
Trump Vs. Biden: Tech Policy
- ▶ 48:49 Marc Andreessen And they're going to enshrine essentially an OPEC of AI straight out of the gate.
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
- ▶ 29:11 Chamath Palihapitiya All of these other countries have been cutting production, and this is the change in the OPEC plus crude production targets of twenty-twenty-four. 4 times in the scene
Ep 82: Rising Inflation? Looming Recession? The State of the Economy with Whitney Baker · Joe Lonsdale
- ▶ 17:52 Whitney Baker And then, and then bear in mind, you know, the dollars depreciating during this time and all of OPEC are saying, well, we had to deal with you, which was that you were going to pay us in dollars that were tethered to gold, but then you…
Inflation plagues clean energy. How bad is it?
- ▶ 34:48 Stephen Lacey This particular report did set up a clash between OPEC and IEA, and there were these dueling op-eds between IEA and OPEC, and, um, of course, the oil industry and the countries representing major oil producers are going to say this, but,… 7 times in the scene
- ▶ 41:07 Michael Boyle But to turn it into a positive note, the fact that we've made this much progress in the face of opposition from incredibly strong forces like the oil and gas industry, like OPEC, gives me hope that we'll continue to make progress and…
E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
- ▶ 32:11 David Sacks You're going to have an OPEC plus 2 times in the scene
Four ways to store sunlight
- ▶ 8:26 Andy Lubershane You know, there's, there's obviously intermittency in the global oil market, uh, some of which is, is, uh, caused by, by human design, right, by OPEC making decisions about turning on or off the pumps, but, um, it pays, uh, to store, to… 2 times in the scene
E110: 2023 Bestie Predictions!
- ▶ 8:22 Chamath Palihapitiya We asked them to ease up on OPEC plus to introduce supply cuts, and they did some nominal 100,000 barrel per day cut.
Enron · Acquired
- ▶ 9:06 David Rosenthal First, in 1973, when OPEC, the Organization of Petroleum Exporting Countries, starts an oil embargo on the U.S. and other western nations, and the price of energy triples
- ▶ 29:23 David Rosenthal I think a lot of that was because of OPEC and the oil embargoes.
Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
- ▶ 34:18 Jason Bordoff Yeah, lots of uncertainty about OPEC, what OPEC might do, what will happen with an Iran deal, what will happen with Chinese demand, and also this policy that goes into effect in December, and then for refined petroleum products next year,…
E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
- ▶ 21:35 Chamath Palihapitiya There's a very structured framework for energy production, which is OPEC and OPEC plus.
E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
- ▶ 21:55 Chamath Palihapitiya The, the, the crazy sad thing about this whole thing with Biden was that OPEC came back and they basically said we can increase like 600,000 barrels a day.
E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
- ▶ 46:09 Chamath Palihapitiya We're going to go through, um, a capacity increase in OPEC plus, which is, you know, OPEC plus Russia, et cetera.
E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
- ▶ 1:12:07 Chamath Palihapitiya OPEC is basically still stiff arming the United States with respect to expanded production capacity. 2 times in the scene
#AIS: Bestie AMA with Valor's Antonio Gracias
- ▶ 15:16 Antonio Gracias OPEC is not pumping.
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- ▶ 20:04 Marko Papic Non-OPEC, non-Canada, non-US production is lagging.
E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
- ▶ 56:37 Chamath Palihapitiya We, you know, we have a cartel, it's called OPEC, you know, and what they do is they decide output. 2 times in the scene
E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure
- ▶ 36:16 Jason Calacanis Okay, so they're creating their own opac in a way like their own version of it's a it's a very good way of saying it.
Our oil addiction is worse than ever
- ▶ 1:45 unnamed speaker The Biden White House is so worried that rising energy prices could choke off the global economic recovery that it is urging OPEC and its allies to open the spigot so prices can fall.
- ▶ 9:07 Stephen Lacey Bank of America analysts think oil prices could climb to a 120 dollars per barrel next year, driven by steady demand for petroleum across all sectors of the economy and limited production from oil producing nations in OPEC.
- ▶ 11:41 Stephen Lacey It's why President Joe Biden can talk boldly about America's plan to decarbonize electricity, but simultaneously call for OPEC countries to increase their oil supply.
The Autonomy Ecosystem: Energy (4 of 8)
- ▶ 2:47 Frank Chen They're OPEC, they're Exxon, BP.