# Opec on The No Agenda Show Opec comes up in 42 chapters across 39 episodes of The No Agenda Show, from October 2008 to August 2026. - **Chapters:** 42 - **Episodes:** 39 - **Discussed:** October 2008 – August 2026 - **Related topics:** [Saudi Arabia](https://search.noagendashow.net/topic/saudi-arabia.md), [Oil Prices](https://search.noagendashow.net/topic/oil-prices.md), [Iran](https://search.noagendashow.net/topic/iran.md), [Russia](https://search.noagendashow.net/topic/russia.md), [Fracking](https://search.noagendashow.net/topic/fracking.md), [Shale Oil](https://search.noagendashow.net/topic/shale-oil.md), [Vladimir Putin](https://search.noagendashow.net/topic/vladimir-putin.md), [Donald Trump](https://search.noagendashow.net/topic/donald-trump.md), [Gas Prices](https://search.noagendashow.net/topic/gas-prices.md), [Gasoline](https://search.noagendashow.net/topic/gasoline.md) ## Chapters 1–20 of 42 ### UAE Pipeline Expansion, Bypassing the Strait of Hormuz - **Episode:** [1894: Fever Concerns](https://search.noagendashow.net/episode/1894-fever-concerns.md) - **Published:** 2026-08-13 - **Time:** 1:11:58–1:15:59 - **Transcript:** https://search.noagendashow.net/episode/1894-fever-concerns/chapter/uae-pipeline-expansion-bypassing-the-strait-of-hormuz.md The UAE is fast-tracking the expansion of the Habshan-Fujairah pipeline to bypass the Strait of Hormuz entirely by 2027. This strategic shift by Gulf monarchies aims to secure oil exports to the Gulf of Oman, away from Iranian interference. The hosts suggest this "chess move" will stabilize global energy prices and create a lasting legacy for the current U.S. administration's foreign policy. Keywords: [uae](https://search.noagendashow.net/topic/uae.md), [abu dhabi](https://search.noagendashow.net/topic/abu-dhabi.md), [fujairah](https://search.noagendashow.net/topic/fujairah.md), sheikh khalid, [oil pipeline](https://search.noagendashow.net/topic/oil-pipeline.md), [opec](https://search.noagendashow.net/topic/opec.md), [suez canal](https://search.noagendashow.net/topic/suez-canal.md) ### Scott Bessent, Operation Economic Fury and Iran Sanctions - **Episode:** [1865: Wide Awakes](https://search.noagendashow.net/episode/1865-wide-awakes.md) - **Published:** 2026-05-03 - **Time:** 1:00:32–1:05:50 - **Transcript:** https://search.noagendashow.net/episode/1865-wide-awakes/chapter/scott-bessent-operation-economic-fury-and-iran-sanctions.md Treasury Secretary Scott Bessent detailed "Operation Economic Fury," a maximum pressure campaign designed to collapse the Iranian economy. The strategy involved demonetizing Iranian debt, causing massive inflation and a 70% currency devaluation. Bessent reported that the U.S. has seized nearly half a billion dollars in crypto assets and is targeting "shadow fleet" oil tankers to stop Iran's funding of regional proxies. Keywords: [scott bessent](https://search.noagendashow.net/topic/scott-bessent.md), [treasury department](https://search.noagendashow.net/topic/treasury-department.md), [iran](https://search.noagendashow.net/topic/iran.md), [opec](https://search.noagendashow.net/topic/opec.md), max pressure ### UAE Dollar Swap Lines, OPEC Departure - **Episode:** [1865: Wide Awakes](https://search.noagendashow.net/episode/1865-wide-awakes.md) - **Published:** 2026-05-03 - **Time:** 1:05:50–1:08:02 - **Transcript:** https://search.noagendashow.net/episode/1865-wide-awakes/chapter/uae-dollar-swap-lines-opec-departure.md The United Arab Emirates has secured dollar swap lines from the U.S. Treasury, signaling a move away from the petro-yuan and toward the dollar block. This financial alignment coincides with the UAE's decision to leave OPEC, which Bessent predicts will lead to lower global oil prices. The move is described as a strategic victory for the U.S. dollar system in the Middle East. Keywords: [uae](https://search.noagendashow.net/topic/uae.md), [opec](https://search.noagendashow.net/topic/opec.md), dollar swap lines, [scott bessent](https://search.noagendashow.net/topic/scott-bessent.md), [abraham accords](https://search.noagendashow.net/topic/abraham-accords.md) ### UAE Leaves OPEC, Strategic Realignment, Oil Futures - **Episode:** [1864: Pointcast](https://search.noagendashow.net/episode/1864-pointcast.md) - **Published:** 2026-04-30 - **Time:** 1:01:48–1:06:48 - **Transcript:** https://search.noagendashow.net/episode/1864-pointcast/chapter/uae-leaves-opec-strategic-realignment-oil-futures.md The United Arab Emirates has announced it will leave OPEC to pursue its own production goals, potentially signaling the collapse of the oil cartel. This move coincides with the UAE's strategic realignment and plans to increase output to 5 million barrels per day via pipelines bypassing the Strait of Hormuz. Keywords: [uae](https://search.noagendashow.net/topic/uae.md), [opec](https://search.noagendashow.net/topic/opec.md), [oil production](https://search.noagendashow.net/topic/oil-production.md), [gulf of oman](https://search.noagendashow.net/topic/gulf-of-oman.md), backwardation ### Wolfowitz Doctrine, Global Oil Markets and Inflation - **Episode:** [1774: Leave it to Bibi](https://search.noagendashow.net/episode/1774-leave-it-to-bibi.md) - **Published:** 2025-06-19 - **Time:** 59:05–1:03:13 - **Transcript:** https://search.noagendashow.net/episode/1774-leave-it-to-bibi/chapter/wolfowitz-doctrine-global-oil-markets-and-inflation.md The 1992 Wolfowitz Doctrine established the U.S. goal of preventing any hostile power from dominating regions critical to American interests, specifically the Persian Gulf. Control over these regions is vital for stabilizing global oil and gas prices. U.S. planners fear that a united cartel of Russia, China, and Iran could manipulate energy costs to trigger catastrophic global inflation. Keywords: wolfowitz doctrine, [opec](https://search.noagendashow.net/topic/opec.md), [inflation](https://search.noagendashow.net/topic/inflation.md), [energy security](https://search.noagendashow.net/topic/energy-security.md), unipolar world ### OPEC Oil Production Increase and Market Impact - **Episode:** [1753: Local Jamoke](https://search.noagendashow.net/episode/1753-local-jamoke.md) - **Published:** 2025-04-06 - **Time:** 1:11:33–1:15:42 - **Transcript:** https://search.noagendashow.net/episode/1753-local-jamoke/chapter/opec-oil-production-increase-and-market-impact.md OPEC announced a significant increase in oil production, causing prices to drop by approximately 7%. Analysts suggest the move is intended to protect market share against a potential U.S. "drill baby drill" policy and to address sluggish demand in China. The hosts speculate that Saudi Arabia may be responding to direct pressure from the Trump administration to lower global energy costs. Keywords: [opec](https://search.noagendashow.net/topic/opec.md), [oil prices](https://search.noagendashow.net/topic/oil-prices.md), [saudi arabia](https://search.noagendashow.net/topic/saudi-arabia.md), [gasoline](https://search.noagendashow.net/topic/gasoline.md), [inventory](https://search.noagendashow.net/topic/inventory.md) ### Global Shifts in Oil Trade and Sanction Defiance - **Episode:** [1544: Trusted Flaggers](https://search.noagendashow.net/episode/1544-trusted-flaggers.md) - **Published:** 2023-04-06 - **Time:** 48:17–51:00 - **Transcript:** https://search.noagendashow.net/episode/1544-trusted-flaggers/chapter/global-shifts-in-oil-trade-and-sanction-defiance.md The segment covers recent geopolitical shifts in the energy market, including Saudi Arabia's decision to cut oil production and Japan's defiance of the G7 price cap on Russian oil. Despite agreements to limit Russian oil to $60 per barrel, Japan has reportedly begun purchasing above that limit to secure its energy needs. The hosts criticize the Biden administration's depletion of the Strategic Petroleum Reserve and its impact on US leverage with OPEC. Keywords: [saudi arabia](https://search.noagendashow.net/topic/saudi-arabia.md), [japan](https://search.noagendashow.net/topic/japan.md), [opec](https://search.noagendashow.net/topic/opec.md), [russian oil](https://search.noagendashow.net/topic/russian-oil.md), [joe biden](https://search.noagendashow.net/topic/joe-biden.md), [zelensky](https://search.noagendashow.net/topic/zelensky.md), [energy policy](https://search.noagendashow.net/topic/energy-policy.md) ### Fossil Fuel Reliability and the Battery Metal Cartel - **Episode:** [1501: Under Salt](https://search.noagendashow.net/episode/1501-under-salt.md) - **Published:** 2022-11-10 - **Time:** 39:14–41:28 - **Transcript:** https://search.noagendashow.net/episode/1501-under-salt/chapter/fossil-fuel-reliability-and-the-battery-metal-cartel.md A shift in climate change rhetoric now frames fossil fuels as "unreliable" due to geopolitical instability like the war in Ukraine. In response to the green energy transition, Indonesia and Australia are exploring the formation of an OPEC-like cartel for battery metals, specifically nickel. Such a coalition would aim to manipulate prices and control the supply chain for electric vehicle components. Keywords: [indonesia](https://search.noagendashow.net/topic/indonesia.md), [australia](https://search.noagendashow.net/topic/australia.md), [opec](https://search.noagendashow.net/topic/opec.md), [nickel](https://search.noagendashow.net/topic/nickel.md), battery metals, [fossil fuels](https://search.noagendashow.net/topic/fossil-fuels.md) ### Saudi Arabia Oil Production, OPEC Plus Cuts - **Episode:** [1494: Radiation Tsunami](https://search.noagendashow.net/episode/1494-radiation-tsunami.md) - **Published:** 2022-10-13 - **Time:** 2:08:51–2:14:15 - **Transcript:** https://search.noagendashow.net/episode/1494-radiation-tsunami/chapter/saudi-arabia-oil-production-opec-plus-cuts.md The Biden administration is facing criticism after Saudi Arabia and OPEC Plus decided to cut oil production by two million barrels per day. Democrats in the Senate are calling for a freeze on arms sales to the Saudis in retaliation. Analysts suggest the actual production cut may be closer to one million barrels, as many member nations were already under-producing their quotas. Keywords: [opec plus](https://search.noagendashow.net/topic/opec-plus.md), [saudi arabia](https://search.noagendashow.net/topic/saudi-arabia.md), [gas prices](https://search.noagendashow.net/topic/gas-prices.md), [mohammed bin salman](https://search.noagendashow.net/topic/mohammed-bin-salman.md), [midterm elections](https://search.noagendashow.net/topic/midterm-elections.md) ### OPEC Plus Production Cuts, Saudi Energy Minister Rebukes Reuters - **Episode:** [1492: Upcycling Ruminants](https://search.noagendashow.net/episode/1492-upcycling-ruminants.md) - **Published:** 2022-10-06 - **Time:** 29:30–34:54 - **Transcript:** https://search.noagendashow.net/episode/1492-upcycling-ruminants/chapter/opec-plus-production-cuts-saudi-energy-minister-rebukes-reuters.md The Saudi Energy Minister engaged in a heated exchange with reporters from CNBC and Reuters following OPEC Plus's decision to cut oil production. The Minister accused Reuters of using "phantom sources" and spreading fake news regarding price targeting. Western media outlets have characterized the production cut as an act of belligerence aligned with Vladimir Putin's interests. Keywords: [opec plus](https://search.noagendashow.net/topic/opec-plus.md), [saudi arabia](https://search.noagendashow.net/topic/saudi-arabia.md), [reuters](https://search.noagendashow.net/topic/reuters.md), [cnbc](https://search.noagendashow.net/topic/cnbc.md), [oil prices](https://search.noagendashow.net/topic/oil-prices.md), [vladimir putin](https://search.noagendashow.net/topic/vladimir-putin.md) ### John Kirby, US Energy Independence and ESG Investment Rules - **Episode:** [1460: Wet-Bulb](https://search.noagendashow.net/episode/1460-wet-bulb.md) - **Published:** 2022-06-16 - **Time:** 5:36–11:05 - **Transcript:** https://search.noagendashow.net/episode/1460-wet-bulb/chapter/john-kirby-us-energy-independence-and-esg-investment-rules.md National Security Advisor John Kirby defends the administration's request for Saudi Arabia to increase oil production while citing 9,000 unused drilling permits in the United States. The lack of domestic investment is attributed to Environmental, Social, and Governance (ESG) rules that discourage funding for fossil fuel projects. Energy Secretary Jennifer Granholm is criticized for pushing a transition to clean energy while the country faces immediate supply volatility and inflation. Keywords: [john kirby](https://search.noagendashow.net/topic/john-kirby.md), [saudi arabia](https://search.noagendashow.net/topic/saudi-arabia.md), [opec](https://search.noagendashow.net/topic/opec.md), [esg](https://search.noagendashow.net/topic/esg.md), energy secretary ### Ernest Moniz, Oil Supply, Russian Energy Discounts - **Episode:** [1438: Trips of Clump](https://search.noagendashow.net/episode/1438-trips-of-clump.md) - **Published:** 2022-03-31 - **Time:** 1:10:25–1:15:09 - **Transcript:** https://search.noagendashow.net/episode/1438-trips-of-clump/chapter/ernest-moniz-oil-supply-russian-energy-discounts.md Former Energy Secretary Ernest Moniz suggests "jawboning" oil executives to increase supply, while Russia continues to profit by selling oil to India at a discount. Despite the discount, the high global price of oil means Russia is receiving significantly more per barrel than it did prior to the invasion of Ukraine. Keywords: [ernest moniz](https://search.noagendashow.net/topic/ernest-moniz.md), [opec](https://search.noagendashow.net/topic/opec.md), [saudi arabia](https://search.noagendashow.net/topic/saudi-arabia.md), [india](https://search.noagendashow.net/topic/india.md), [brent crude](https://search.noagendashow.net/topic/brent-crude.md) ### 1973 Trucker Strike, J.W. Edwards and River Rat - **Episode:** [1425: Brain Fog](https://search.noagendashow.net/episode/1425-brain-fog.md) - **Published:** 2022-02-13 - **Time:** 1:06:40–1:09:01 - **Transcript:** https://search.noagendashow.net/episode/1425-brain-fog/chapter/1973-trucker-strike-j-w-edwards-and-river-rat.md The hosts recall the 1973 independent trucker strike led by J.W. Edwards, known as "River Rat," who blocked Interstate 80 in Pennsylvania. That protest was sparked by rising fuel prices during the OPEC oil crisis and turned truckers into folk heroes. Keywords: j.w. edwards, river rat, 1973 trucker strike, [opec](https://search.noagendashow.net/topic/opec.md), interstate 80 ### Jennifer Granholm, Gas Price Predictions, Energy Information Agency - **Episode:** [1402: Sour Crude](https://search.noagendashow.net/episode/1402-sour-crude.md) - **Published:** 2021-11-25 - **Time:** 32:40–46:08 - **Transcript:** https://search.noagendashow.net/episode/1402-sour-crude/chapter/jennifer-granholm-gas-price-predictions-energy-information-agency.md Energy Secretary Jennifer Granholm faced questioning regarding the impact of the petroleum reserve release on low-income families. Granholm predicted gas prices would drop to $3.19 in December, a claim the hosts find dubious given the time required for refining. The discussion highlights her lack of specific data on daily U.S. oil consumption and her description of energy projection as "more of an art than a science." Keywords: [jennifer granholm](https://search.noagendashow.net/topic/jennifer-granholm.md), [gas prices](https://search.noagendashow.net/topic/gas-prices.md), eia, [clean energy](https://search.noagendashow.net/topic/clean-energy.md), [opec](https://search.noagendashow.net/topic/opec.md) ### Jen Psaki, Gas Prices and Green Energy - **Episode:** [1399: Noodle Mensch](https://search.noagendashow.net/episode/1399-noodle-mensch.md) - **Published:** 2021-11-14 - **Time:** 1:15:49–1:18:14 - **Transcript:** https://search.noagendashow.net/episode/1399-noodle-mensch/chapter/jen-psaki-gas-prices-and-green-energy.md White House Press Secretary Jen Psaki argues that rising gas prices make a stronger case for "doubling down" on clean energy investments. She blames OPEC and potential "price gouging" for the costs. Meanwhile, reports emerge of an organized takedown of the global fertilizer supply, which could lead to a 30-40% reduction in crop yields. Keywords: [jen psaki](https://search.noagendashow.net/topic/jen-psaki.md), [gas prices](https://search.noagendashow.net/topic/gas-prices.md), [opec](https://search.noagendashow.net/topic/opec.md), [clean energy](https://search.noagendashow.net/topic/clean-energy.md), fertilizer shortage ### Infrastructure Bill, Secretary Jennifer Granholm - **Episode:** [1397: ok zoomer](https://search.noagendashow.net/episode/1397-ok-zoomer.md) - **Published:** 2021-11-07 - **Time:** 2:08:21–2:13:19 - **Transcript:** https://search.noagendashow.net/episode/1397-ok-zoomer/chapter/infrastructure-bill-secretary-jennifer-granholm.md The U.S. House of Representatives passed a $1 trillion infrastructure package, which includes new provisions for cryptocurrency taxation. Energy Secretary Jennifer Granholm faced criticism for laughing when asked about plans to increase domestic oil production, instead blaming the OPEC cartel for high gas prices. The administration's focus on electric vehicle promotion is viewed as a distraction from the immediate energy crisis. Keywords: [infrastructure bill](https://search.noagendashow.net/topic/infrastructure-bill.md), [jennifer granholm](https://search.noagendashow.net/topic/jennifer-granholm.md), [opec](https://search.noagendashow.net/topic/opec.md), [cryptocurrency](https://search.noagendashow.net/topic/cryptocurrency.md), [petrodollar](https://search.noagendashow.net/topic/petrodollar.md) ### U.S. Oil Production, Offshore Wind Farm Surveys - **Episode:** [1372: Grope Line](https://search.noagendashow.net/episode/1372-grope-line.md) - **Published:** 2021-08-12 - **Time:** 3:26:27–3:29:47 - **Transcript:** https://search.noagendashow.net/episode/1372-grope-line/chapter/u-s-oil-production-offshore-wind-farm-surveys.md The Biden administration has requested that OPEC increase oil production to lower gas prices, while domestic fracking operations remain stagnant due to regulatory uncertainty. John C. Dvorak shares his experience participating in a survey regarding the repurposing of abandoned oil rigs off the coast of California into offshore wind farms. Keywords: [opec](https://search.noagendashow.net/topic/opec.md), [fracking](https://search.noagendashow.net/topic/fracking.md), [oil prices](https://search.noagendashow.net/topic/oil-prices.md), [santa barbara](https://search.noagendashow.net/topic/santa-barbara.md), [wind farms](https://search.noagendashow.net/topic/wind-farms.md) ### OPEC Plus, Mexico Oil Production Deal - **Episode:** [1233: W.H.O. CARES](https://search.noagendashow.net/episode/1233-w-h-o-cares.md) - **Published:** 2020-04-16 - **Time:** 30:25–33:18 - **Transcript:** https://search.noagendashow.net/episode/1233-w-h-o-cares/chapter/opec-plus-mexico-oil-production-deal.md President Trump detailed a deal with Mexico to resolve a deadlock in OPEC Plus negotiations. The United States agreed to cut an additional 250,000 barrels of oil production to help Mexico meet its quota, with the understanding that Mexico would compensate the U.S. at a later date. Keywords: [opec plus](https://search.noagendashow.net/topic/opec-plus.md), [mexico](https://search.noagendashow.net/topic/mexico.md), [oil prices](https://search.noagendashow.net/topic/oil-prices.md), [donald trump](https://search.noagendashow.net/topic/donald-trump.md), [andres manuel lopez obrador](https://search.noagendashow.net/topic/andres-manuel-lopez-obrador.md) ### Trump on OPEC and Potential Oil Tariffs - **Episode:** [1231: Mask QR Raid](https://search.noagendashow.net/episode/1231-mask-qr-raid.md) - **Published:** 2020-04-09 - **Time:** 3:12:38–3:15:04 - **Transcript:** https://search.noagendashow.net/episode/1231-mask-qr-raid/chapter/trump-on-opec-and-potential-oil-tariffs.md President Trump indicates that a deal to reduce oil production by 10 million barrels or more is likely between Russia and Saudi Arabia. He reiterates his long-standing opposition to OPEC, calling it "unfair" to the United States. Trump threatens to impose tariffs on foreign oil if necessary to protect tens of thousands of American energy workers and domestic production. Keywords: [opec](https://search.noagendashow.net/topic/opec.md), [russia](https://search.noagendashow.net/topic/russia.md), [saudi arabia](https://search.noagendashow.net/topic/saudi-arabia.md), [tariffs](https://search.noagendashow.net/topic/tariffs.md), energy workers ### $10 Oil Projections, Saudi-Russia Tiff and California Gas Prices - **Episode:** [1229: Orange Tongue](https://search.noagendashow.net/episode/1229-orange-tongue.md) - **Published:** 2020-04-02 - **Time:** 2:30:22–2:34:55 - **Transcript:** https://search.noagendashow.net/episode/1229-orange-tongue/chapter/10-oil-projections-saudi-russia-tiff-and-california-gas-prices.md Economists predict that oil prices could drop to $10 a barrel as the global economy enters a recession. The price war began when Russia refused to cut production in response to falling Chinese demand, prompting Saudi Arabia to ramp up its own output to bankrupt competitors. Despite the global glut, gas prices in California remain high due to state legislature actions and taxes. Keywords: [oil prices](https://search.noagendashow.net/topic/oil-prices.md), [shale oil](https://search.noagendashow.net/topic/shale-oil.md), [opec](https://search.noagendashow.net/topic/opec.md), [jakarta](https://search.noagendashow.net/topic/jakarta.md), [california](https://search.noagendashow.net/topic/california.md), [gas tax](https://search.noagendashow.net/topic/gas-tax.md) [Next page](https://search.noagendashow.net/topic/opec.md?offset=20) --- This is the markdown version of a page on The No Agenda Show for AI agents. 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