Australia's Once in a Generation Energy Opportunity
This is a different episode for us.
Rusty Delroy is back - and this time he’s brought company in the form of Will Barker.
Rusty is the founder of Nero Resource Fund, compounding at ~26% per annum since inception in 2013.
Will leads Equus Energy, is a director of Strike Energy and Carnarvon Energy, and is a geologist with decades of experience building large-scale gas projects.
Two deep thinkers on energy in one room.In this conversation, Rusty and Will cover:
- Why the real supply shock from the Strait closure has barely started
- How four countries control most of global LNG supply — and why three of them are currently compromised
- Australia falling from 25% of global LNG investment a decade ago to just 3%
- The case for better regulation over more taxation — and the forgotten super profits tax
- How Australia can seize the opportunity sitting in front of it
Follow Rusty:
LinkedIn: https://www.linkedin.com/in/russell-delroy-05a670313/
Follow Will Barker:
LinkedIn: https://www.linkedin.com/in/will-barker-6b679632b/
If you find value in the conversations, subscribing goes a long way.
Episode recorded: 1.05.2026
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TIMESTAMPS
(0:00) Asia Energy Shockwave
(1:10) Strait Closure Fallout
(6:00) LNG Market Reset
(11:20) Australia LNG Opportunity
(21:20) Taxes, PRRT, and Policy
(46:00) Facts Over Slogans
(49:10) WA Gas Crunch Warning
(55:10) Projects That Move Supply
(1:02:10) Dorado Oil and Refining
(1:14:20) Capital, Climate, and Wrap
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