Pretty good conversation! And you're right, his mentioning that 40% of ships simply transport fossil fuels was kind of a revelation.
I also found the bit about financing in the developing world interesting.
One aspect where he came really short though was "agriculture? Oh yeah, I haven't looked into that". Then going on about ruminants. Actually, it's the same thing as with primary energy — much like the demand is for lighting rather than coal, there is demand for healthy food rather than for animal parts.