# SoH Crisis Takeaways: Sustainable Prosperity (EP223)

Page: https://stenobird.com/podcast/super-spiked-podcast-4587357/soh-crisis-takeaways-sustainable-prosperity-ep223
Text version: https://stenobird.com/podcast/super-spiked-podcast-4587357/soh-crisis-takeaways-sustainable-prosperity-ep223.md
Podcast: [Super-Spiked Podcast](https://stenobird.com/podcast/super-spiked-podcast-4587357)
Published: 2026-08-01T13:00:00+00:00
Episode link: https://arjunmurti.substack.com/p/soh-crisis-takeaways-sustainable
Audio file: https://api.substack.com/feed/podcast/209316293/107cf25d82b5303e2f954bef976b6747.mp3
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JSON: https://stenobird.com/v1/public/podcasts/super-spiked-podcast-4587357/episodes/soh-crisis-takeaways-sustainable-prosperity-ep223
Duration seconds: 1084

## Resource

We are now recording an audio version of written posts that we will upload to Apple, Spotify, and YouTube, which you can listen to by clicking the play button above. We conclude our month long series on Strait of Hormuz (SoH) Crisis takeaways with a look at what this conflict means for the related topics of sustainability, climate, and the environment. Three key messages this week: * Many proponents and opponents of “Net Zero” are drawing the wrong conclusions about what this war means for different energy sources and technologies. Energy’s natural hierarchy of needs applied at the country level mean the optimal mix of various energy sources and technologies will vary for any given country—a reality the crisis reinforces. * The topic of Sustainability needs to be right-sized and recognized for where it fits into corporate level strategies. Companies exist to generate growth and profitability for investors. Certain sustainability objectives are core to being successful over the long run. Sustainability is not a strategy in and of itself. * We shall offer free advice on what hyperscalers can learn from the oil & gas industry. We are going to do our best to not rehash our now well-known pushbacks on the excesses of the 2020-23 “Net Zero” era. The madness of that period we don’t think ever returns, no matter who wins the US presidency in 2028. But we do get the question—and we are appreciative of those of you that ask—how does sustainability, climate, and the environment factor into our outlook for the energy sector, public policy, and corporate strategy and how does the SoH Crisis change or impact the views we have been articulating? We will start with a grounding on how we think about environmental and climate considerations. Our title gives it away: increasing global pr…

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## Transcript

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