In this interview we discuss oil, energy stocks, the Iran war, the Strait of Hormuz, oil demand, natural gas, coal, nuclear energy, small modular reactors, and the outlook for Canadian energy stocks. 

I explain why oil prices could move higher into the winter, why Q4 2026 may be important for oil demand, and why I believe there may be no peak oil demand for many decades. We also discuss bearish oil narratives, the oil war premium, Ukraine’s attacks on Russian refineries, and why energy investing may offer major opportunities for investors today.