2min chapter

They're Just Movies cover image

Ingourious Basterds - I WANT MY SCALPS!

They're Just Movies

CHAPTER

Is This Your Favorite Tarantino Movie?

"I think it is more complex than I gave it credit for," Riley says of his favorite Tarantino movie. "It's like, okay, who are the worst people in cinema, Nazis, slave owners?" he asks about Django and chained. The actor thinks Inglorious Bastards works better for him because he understands World War II cinema so well. He hasn't seen Kill Bill in a long time but was impressed by its emotional power.

00:00
Speaker 1
Yeah, it
Speaker 2
seems like such an intractable issue. Like I've heard from a number of guests now, this point of, you know, a lot of the infrastructure that needs to get billed is something that, you know, you'd want it to have a 20, 30-year lifespan. And people look at it and go, Susan Sachmar talking about LNG said, you know, when people are thinking about an LNG investment, it's like, oh, fine, that's great. We need LNG now. But what if in 10 years we're not allowed to use gas anymore? Can this be converted for hydrogen? And, you know, what you were saying, maybe think of that a little bit too, of, you know, with the clean diesel of, you know, okay, can you take this investment and convert it into something in five years or 10 years? That's going to continue to generate returns. So that seems like a very hard plan, a high bar for corporate to try to meet and make an investment. Is this pretty widespread?
Speaker 1
Yeah. I think the policy uncertainty is what you're referencing there. And the fact that if you look at clean diesel, for example, I mean, it relies on policy incentives. And if you look at some of the other investments, it's really very policy. And if the policy is going to change with different political wins, it does make the challenges harder. And certainly consumers and governments are willing to look at the next three and five years and make that decision. But as you reference, it's harder to make that decision over a 20 year or 30 year period. Now we're definitely moving into a period with higher LNG FITs going to be made, right? Even if it's the lesser of all evils, it's one that markets are paying for. So I think you're going to see more LNG projects. But when you start looking at some of the other projects that would otherwise go, I think you can easily say that some of the challenges are real. Now, my real concern about LNG is that everyone might want to build an LNG import terminal. And lots of builders in the US want to be LNG export terminals. We have to accompany that with upstream. Now, if you're in East Africa, they are paired. And there's some other areas of the world where they're going to be paired like in Qatar. But in places like the US, I mean, we have to be able to invest to keep up with the LNG export capacity that could come down the line. And permitting is a big portion of the challenges in doing so.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode