THE TRUTH ABOUT THE ENERGY CRISIS AHEAD from The Jay Martin Show

THE TRUTH ABOUT THE ENERGY CRISIS AHEAD

1 hour 2 minutes Posted Feb 14, 2026 at 4:00 pm.

– Geopolitics as Global Portfolio Reallocation

– Canada’s Diversification Strategy Explained

– The UK, China & the End of the Old Atlantic Model

– Is Canada Pivoting Away from the U.S.?

– Energy Return on Energy Invested (EROEI)

– Fixed Capital vs Financial Abstraction

– Why the West Is Running Short on Surplus

– Financialization & the Hollowing Out of Industry

– Has Capital Allocation Actually Improved?

– AI as an Energy Sink?

– The Hidden Cost of AI Data Centers

– Liquidity Expansion & Asset Inflation

– Political Anger & Economic Fragility

– Are Any Countries Getting This Right?

– Capital Concentration & Rent Seeking

– The Prosperity Cycle: From Poor to Complacent

– Too Many Promises, Not Enough Production

– Where Real Opportunity Still Exists

– “Reality Bats Last”

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Show notes

Is geopolitics really about ideology? Or is it a global portfolio reallocation? In this conversation, Dr. Warwick Powell reframes Trump 2.0, Canada’s trade pivot, Europe’s energy scramble, and the AI boom as symptoms of a deeper structural shift. Powell argues the West has built too many abstractions and not enough productive capacity. We explore whether AI data centers are net-positive infrastructure, what it would actually take to rebuild a durable, energy-secure economy and so much more.

Professor Warwick Powell's links:

https://x.com/baoshaoshan

https://substack.com/@warwickpowell

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