Gerald Butts
Vice Chair at Eurasia Group; energy transition, climate policy, and geopolitics with an eye to policy and market risk.
US‑Israel Conflict Threatens Iran’s Oil Market Stability
Fabulous work explaining the oil consequences of the US/Israel War on Iran here — featuring @eurasiagroup colleague @gregbrew24. https://x.com/Phil_Mattingly/status/2057127031020695987/video/1
AI Threatens Human Minds Before Building Humanlike Robots
Honestly more worried A.I. will turn people into robots long before it turns robots into people. https://www.bailliegifford.com/en/uk/individual-investors/insights/ic-article/2026-q1-ai-isn-t-coming-for-your-job-it-s-coming-for-your-mind-10061431/
US Auto Industry Missed Its Century‑Defining Opportunity
There will be many, many books written about how the US auto industry whiffed at its biggest moment in 100 years.
Oil‑Gas Disruption Redraws Global Power Landscape
Disruption in the oil and gas industry (and the states that dominate it) is one of the top stories of the century so far. US, Russia, Iran, UAE, Venezuela. Major sources of geopolitical instability.
Late Discovery: Finally Reading a Year-Old Publication
Read this a year or so after it was published, but was too distracted to appreciate it. 📚 #amreadi̇ng
Our Loss of Real Megafauna Makes Charisma Tragically Ironic
*Charismatic megafauna* is tragically funny given how many authentic members of that class we’ve extirpated.
US‑Israel Conflict Triggers Asian Fertilizer Plant Shutdowns
Negative food consequences continue to unfold from the US/Israel War on Iran. Asian fertilizer plants are shutting in production.
2020s Mark Fossil Energy Turmoil Amid Global Conflicts
The 2020s is the decade of fossil energy disruptions. The US/Israel war on Iran compared to Russia’s invasion of Ukraine. No contest.
North America’s Self‑sufficiency Fuels Massive Oil Profits
Goldman is onto something important here. This is not your grandfather’s oil crisis. It won’t be felt as a supply shock across the Atlantic because North America is a self-sufficient producer. It also means US and Canadian oil companies are about...
Trump Spends $1B to Block Energy Project Amid Crisis
The Trump Administration is paying a billion dollars to stop a massive energy project in the middle of an energy crisis. Why? Because physics is Woke and real men burn stuff. Great piece by Paul Krugman. https://open.substack.com/pub/paulkrugman/p/the-war-on-wind-continues?r=59ujy&utm_medium=ios
Marcus Aurelius's Stoic Wisdom Defies Modern Reward Culture
It’ll never stop being interesting to me that Marcus Aurelius is the philosopher of this moment. His life advice could not be more antithetical to the behaviour our culture so lavishly rewards.
Canada Produces 6 Million Barrels, Consumes 2.4 Million Daily
Shocking ignorance of the most basic concept by Poilievre here. Canada produces ~6 million barrels a day and consumes ~2.4 million of them. 1/2
State Department Urges All Americans to Exit MENA Region
US Department of State instructs all American civilians to leave the Middle East North Africa region.