The 2025 Great Economic Reset is Coming. Here’s What You Need to Know.

2025-03-04

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In this episode Bob McNally, CEO of Rapidan Energy and author of "Crude Volatility", breaks down the forces shaping the future of oil and gas.Today he shares his take on what’s really happening behind the scenes. Bob has spent years advising presidents as well as top investors. We talk about the wild ride of oil prices, and whether we’re on the brink of another boom-or-bust moment. With ongoing geopolitical uncertainty, plus China’s growing appetite for crude oil, the stakes couldn’t be higher.Bob McNally founded Rapidan Energy Group i...

In this episode Bob McNally, CEO of Rapidan Energy and author of "Crude Volatility", breaks down the forces shaping the future of oil and gas.

Today he shares his take on what’s really happening behind the scenes. Bob has spent years advising presidents as well as top investors. We talk about the wild ride of oil prices, and whether we’re on the brink of another boom-or-bust moment. With ongoing geopolitical uncertainty, plus China’s growing appetite for crude oil, the stakes couldn’t be higher.

Bob McNally founded Rapidan Energy Group in 2009, an independent energy market analysis firm based in Washington DC. His 32-year career includes service as a White House energy advisor to President George W. Bush, as well as a hedge fund strategist at Tudor Investment Corporation.

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---- 🗒️ Time Stamps

00:00 Introduction and Key Information Diet

03:04 News Routine from Reuters to Bloomberg

04:40 GMC Suburban or Tesla to Get Around?

05:53 Why US Gasoline / Petrol is Cheaper Today

09:11 Potential US-Russia Deal and Ukraine War

11:25 Iran & China, Oil's Geopolitical Risk Premium

15:34 Impact of Trade Tariffs for Mexico, Canada

17:01 US Oil Producers Cautiousness Explained

20:14 Insights on China's Energy Demand Situation

21:59 US Consumers Weaker Amid Rising Inflation

25:42 Future of USD, Global Financial System Reset