The recent history of oil production and prices, the future of the oil industry, the potential for transitioning away from oil and the opportunity for EVs, and ERCI - the Energy Returned on Capital Invested. And in the news segment: the oil industry's latest moves and announcements about climate change; three important trends we should recognize in the retirement of yet another US coal plant; and a new report from Carbon Tracker calls IEA and EIA on the carpet for consistently overestimating future demand for fossil fuels, and consistently underestimating the growth of renewables.
Geek rating: 4
Guest: Mark Lewis, Former senior analyst for energy, climate, and sustainability research, Kepler Cheuvreux; former head of energy commodities research, Deutsche Bank.
On Twitter: @MCL1965
Taping date: September 5, 2015