In this episode, host Michael dives into a crucial conversation with Daniel Yergin, about the Strait of Hormuz crisis and its far-reaching implications. They discuss the chokehold on global energy, the role of China and Russia, and the consequences of the Iranian's strategy. Michael also shares insights on the shale revolution and how it's given the US a strategic cushion to weather the crisis. The conversation touches on the renewable energy narrative collapse, the importance of energy dominance, and the potential consequences of the US not having a reliable energy source.