Food, fuel, geopolitics, great power competition and trade - Soybeans sit at the heart of it all. What are the big macro trends with the commodity? How has trade and geopolitics impacted it? How has new drugs like GLPs impacted it? And what is the outlook? Joining us once again is Walter Cronin, President and Co-Founder of White River Nutrition, a US soy processing company based in Nebraska, which alongside meal and soybean oil produces high -quality soy ingredients.

Today, we discuss the importance of energy, what the growing demand for energy means, and how hard it can be to deliver that energy. To demonstrate that, we are using Texas as a microcosm. Texas produces the greatest amount of energy in the US. Its mix of energy spans renewables, nuclear, natural gas, coal, and yet its citizens pay some of the highest prices in the Southern States. At the same time, it's ground zero for hyper-scalers and is the epicenter of fracking yielding epochal volumes of hydrocarbon. To discuss all this and more is one of the leading lights in the Texas energy sector, Mike Howard, Founder and CEO of Howard Energy Partners, the largest privately owned mid-streamer in the US. Beyond his business ventures, Mike is a key advocate for energy's role in society and the importance of getting it right, in technology, in physics, in legislation and in investment.

www.hcgroup.global

www.hyperionsearch.com

Gold, copper and silver have gone parabolic. The dollar is falling. And yet, hydrocarbons remain at an inflation adjusted all-time lows. Is the world being complacent due to the narrative of the oil glut, food glut, and natural gas glut. However, as our guest Jeff Currie says "if you have to scrape the data for evidence of a glut, perhaps there isn't one" Are we headed for a great repricing? Are we on the precipice of inflation and macro-economic turmoil. As tech companies plow their free cash flow into assets, will the investors return to hydrocarbons?