Arnab Datta on Leveraging Energy Shocks to Reshore the US Mineral Supply Chain
Arnab Datta of Employ America joins the program to discuss the current state of global energy volatility and its profound implications for commodity market stabilization. The conversation highlights how geopolitical friction in the Middle East has pushed fossil fuel energy back into the spotlight, eclipsing "net zero" policy discussions. Datta provides a deep dive into the mechanics of the Strategic Petroleum Reserve (SPR), explaining how recent "exchanges" differ from straight releases and why market responses have been uneven. He clarifies the reality of U.S. energy self-sufficiency, noting…
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