We Accidentally Made China the Climate Superpower

The Strait of Hormuz has been closed for months. Qatar's LNG complex took a direct hit in March and won't be back online for three to five years. Asian spot prices for natural gas are up 140%. And in the middle of all of it, China is exporting 68 gigawatts of solar technology in a single month while EV registrations in Europe jump 50% in the first full month of the shock.

Mike and Neal lay out the argument that the Iran war may be the single most effective climate policy in history, not by design, but by accident. China spent its last five-year plan funding a hundred electric vehicle companies and building out the clean energy supply chain the rest of the world now desperately needs. The US, meanwhile, destroyed the oil markets it was trying to protect, handed China a willing customer base across Europe and the developing world, and left itself with no diplomatic off-ramp and no military path forward that the American people would accept.

They also get into why domestic oil production is not going to save us, why the oil executives called to the White House told the administration they couldn't just drill their way out of this, and why the peak oil story is now about demand, not supply.

Plus: Neal shares a promising development for Heirloom in the Arctic, where clean power options are almost nonexistent and NATO is paying close attention. Mike calls out the ongoing targeting of Senator Kelly as straight-up abuse of power, names the person doing it, and does not mince words. And both hosts respond directly to the Canadian listeners who made the last episode explode, including Mermaid Grace and Doug Noble, 1449.

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