# Kontrarian Korner #135 - Mike Ariza & C.J. Nord

Page: https://stenobird.com/podcast/kontrarian-korner-6889783/kontrarian-korner-135-mike-ariza-c-j-nord
Text version: https://stenobird.com/podcast/kontrarian-korner-6889783/kontrarian-korner-135-mike-ariza-c-j-nord.md
Podcast: [Kontrarian Korner](https://stenobird.com/podcast/kontrarian-korner-6889783)
Published: 2026-07-26T11:00:00+00:00
Episode link: https://www.kontrariankorner.com/p/kontrarian-korner-135-mike-ariza
Audio file: https://api.substack.com/feed/podcast/208408523/ef349f6417e2927d103323eeac51d32f.mp3
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JSON: https://stenobird.com/v1/public/podcasts/kontrarian-korner-6889783/episodes/kontrarian-korner-135-mike-ariza-c-j-nord
Duration seconds: 2719

## Resource

Yesterday I had Mike Ariza back on the podcast, and he brought supply chains expert C.J. Nord on to join us. Mike gave us an update on the oil situation in California as far as imports, refining capacity, and what could and should be done at this point. C.J. also talked about why the US should have a Federal Reserve equivalent for supply chains in the US, and we talked a little bit about how it could be setup. If you’re interested in energy, California, or supply chains, you will enjoy this one. You can find Mike on Twitter , but he has also been contributing to Gas Crisis . You can find C.J. on Supply Chains For Good . Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe

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## Transcript

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