Oil & Gas Investing: Iran, Strait of Hormuz, OPEC+, and the Shale Revolution (with Robin Mills)

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club The host interviews Robin Mills, founder/CEO of Qamar Energy and author of The Myth of the Oil Crisis, about oil and gas investing amid the Iran conflict and disruptions in the Strait of Hormuz. Mills argues the world has ample oil resources and explains how the US shale boom (enabled by horizontal drilling, fracking, and crude-by-rail) reversed decades of US production decline, while early environmental backlash was often exaggerated despite real methane and leakage issues. He outlines Venezuela’s collapse under Chávez/Maduro, subsequent US actions and sanctions changes, and how the Iran war has sharply reduced Hormuz flows from about 20 million bpd to far lower levels, partly offset by pipelines and China’s large strategic stockpiles. The discussion clarifies how OPEC/OPEC+ influences prices via production and spare capacity, why that leverage is constrained during the blockade, and reviews long-term demand threats from renewables and EVs, offset by petrochemicals and aviation, plus rising electricity needs for AI and renewed nuclear interest. 00:00 Oil Investing and Iran 01:03 Myth of Oil Scarcity 02:44 Shale Boom Origins 04:31 Fracking Breakthrough Timeline 06:26 Majors vs Independents 08:14 Fracking Environmental Backlash 09:32 Venezuela Collapse and Comeback 13:06 US Oil Policy Tightrope 15:09 Iran War and Hormuz Blockade 18:57 Global Price Shock and Winners 20:12 Pipelines and What Comes Next 22:07 Why Prices Stayed Contained 23:27 Stalemate and Future Scenarios 23:47 OPEC Price Myth 24:16 OPEC Plus Explained 26:43 Spare Capacity Basics 28:25 US vs Saudi Flexibility 30:37 China Oil Wildcard 32:51 Investor Risks Volatility 34:15 Renewables And EV Shift 37:16 Future Oil Demand Drivers 39:09 Nuclear Comeback SMRs 43:00 Oil Outlook And Wrap Connect with me: LinkedIn: https://www.linkedin.com/in/lanekawaoka/ Facebook: https://www.facebook.com/TheWealthElevator Instagram: https://www.instagram.com/TheWealthElevator Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.