Podcasts about energy markets

The National Security Hour with LTC Sargis Sangari – When American crude moves through a canal to refuel Asia, the balance shifts. When the United Arab Emirates leaves OPEC, that cartel loses its grip. When Russia sells trapped barrels on open markets, prices climb, and sanctions yield strange beneficiaries. Control of routes decides who can project strength. The Strait of Hormuz matters...

Liz Peek discusses the stabilizing energy markets despite ongoing Middle Eastern tensions, noting that global oil production remains resilient. She also explores Kevin Warsh's potential role as a reformer at the Federal Reserve. (1)1919 VERSAILLES TREATY

Two and a half months into the blockade of the Strait of Hormuz, what lessons can markets draw from the resulting global energy shock? Colby Connelly, MEI Senior Fellow, joins hosts Alistair Taylor and Matthew Czekaj to assess the crisis's impact on the energy industry. Together, they examine how producers are responding to the conflict in both the short and long term, how this moment differs from past energy disruptions, and how regional reverberations may shape international energy policies going forward.   Find Colby's latest Energy Recap Report here.    Recorded on May 18, 2026.

Here's what you'll learn: Why natural gas demand may continue rising: From LNG exports to AI adoption and electrification trends What pipeline constraints are signaling: How the growing need for infrastructure can support U.S. production How AI is reshaping power demand: As more data centers arise, so does the need for reliable, around-the-clock electricity What's supporting the AI infrastructure buildout: How we're seeing increased capital being spent across energy and technology How it all affects investors: And why energy infrastructure may remain a long-term strategic opportunity Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.

Wind and solar resources are providing more clean, low-cost electricity to the grid than ever before, but the intermittent nature of renewable generation requires careful planning. In the latest episode of the Power Trends podcast, NYISO Director of Grid Transition Udayan Nair breaks down what the latest data reveals about wind and solar performance, and what it means for reliability in New York as electricity demand continues to grow.Notably, the electric grid has seen remarkable growth in behind-the-meter solar capacity in recent years, surpassing the solar goal in the state's Climate Leadership Community Protection Act (CLCPA).“We had a goal in CLCPA to reach 6000 megawatts by 2025,” Nair said. “We were at over 6,800 megawatts of capacity last year and it's grown by about 1,000 megawatts per year since 2020. That's a remarkable success in terms of the capacity that has been added to the grid.”Front-of-the-meter solar, which refers to grid-connected solar installments that participate in the NYISO's energy markets, has also seen increased capacity in recent years. While no new wind installments were added in 2025, existing units performed better than usual due to stronger wind patterns, Nair said. Nair discussed factors that contribute to renewable performance, including seasonal weather, demand patterns, and curtailments. He explained why solar and wind must be paired with transmission, storage, and flexible resources to keep the grid reliable, particularly during summer heat waves and winter cold snaps. The latest renewables data showcases the growing contribution of renewables in the current fuel mix and underscores the need for an all-of-the-above approach to development as New York's electric system continues to evolve. More resources: View the 2025 Renewables Report.Learn MoreFollow us on X/Twitter @NewYorkISO, LinkedIn @NYISO, Bluesky @nyiso.comRead our blogs and watch our videos

On today's AmperWave Daily, the hosts unpack a controversial claim making waves online and in political commentary: that major climate institutions have allegedly revised or scaled back long-standing worst-case climate scenarios. The discussion expands into media influence, political messaging, energy policy history, and how climate science has been used in public debate for decades. Note: This episode reflects commentary and claims made in the source transcript.

Kevin Birn, oil analyst and head of carbon research with S&P Global, says the conflict in Iran has permanently altered global energy markets, pushing countries to prioritize energy security and supply diversification. Even if a peace deal is struck and the Strait of Hormuz reopens immediately, he argues it could still take months to reconnect damaged supply chains, clear vessel backlogs, and restore disrupted production across the region.The Hub is Canada's fastest-growing independent digital news outlet.Subscribe to our YouTube channel to get our latest videos: https://www.youtube.com/@TheHubCanadaSubscribe to The Hub's podcast feed to get our best content when you are on the go:https://tinyurl.com/3a7zpd7e (Apple) https://tinyurl.com/y8akmfn7 (Spotify) Want more Hub? Get a FREE 3-month trial membership on us: https://thehub.ca/free-trial/Follow The Hub on X: https://x.com/thehubcanada?lang=en CREDITS:Falice Chin - Host, Producer, and Editor Amal Attar-Guzman - Video AssistantMark Schiefelbein/AP Photo - Photo Credit Hosted on Acast. See acast.com/privacy for more information.

John Batchelor introduces economist Michael Bernstam to discuss the impact of shifting energy markets on the American economy. While the United States possesses sufficient petroleum reserves, the experts clarify that because oil is traded as a global commodity, domestic consumers cannot escape international price hikes. These rising costs at the pump are expected to act as a catalyst for broader inflationary pressures across the country. Specifically, the Federal Reserve anticipates a measurable uptick in inflation rates due to these fluctuating energy expenses. Ultimately, the source highlights that even energy-independent nations remain vulnerable to the economic volatility of the worldwide oil market. 1/11953 LAS VEGAS ATOMIC CANNON

Derrick Morgan of the Heritage Foundation joins the show to break down the political impact of recent Indiana primaries, where Trump-backed candidates defeated GOP incumbents who opposed redistricting efforts. Morgan argues the results reflect a broader demand from voters for a more aggressive, policy-driven Republican movement heading into the midterms. The conversation shifts to global energy markets, including the UAE's exit from OPEC and what that could mean for oil supply and consumer prices. Morgan suggests weakening cartel influence and expanded production capacity could benefit consumers over time, especially as geopolitical pressure around Iran reshapes global supply dynamics. The discussion closes on gas prices and market expectations, with both Morgan and the host acknowledging short-term pain at the pump but pointing to futures markets and increased U.S. production as signals of lower prices ahead once instability eases. Hashtags: #DerrickMorgan #HeritageFoundation #IndianaPolitics #Trump #Midterms2026 #Redistricting #OPEC #OilMarkets #GasPrices #Iran #EnergyPolicy #RepublicanParty #FuturesMarket #MorningShowCoverage

Here's what you'll learn: Why crude markets may be too complacent: Which forward prices may not be reflecting tightening fundamentals What inventory data is signaling: The counter-seasonal draws and record exports reducing supply What's happening with reserves: The Strategic Petroleum Reserve is trending toward historically low levels What's driving volatility: Continued geopolitical happenings and flows through the Strait of Hormuz What's supporting demand: How AI and electrification are accelerating power needs How it all effects investors: The improving fundamentals that may be supporting energy equities Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.

Chevron CEO Mike Wirth joins Bloomberg TV from the Milken Conference in Beverly Hills to discuss the impact of renewed conflict and the Strait of Hormuz closure on global energy markets. He said about 20% of the world’s energy flows through the strait and warned that inventories and system buffers are being drawn down, increasing price volatility and the risk of supply outages, particularly in Europe and Asia. Wirth noted Chevron has slowed some production in Kuwait and Saudi Arabia and cut back petrochemical output, though the firm is less exposed than peers. Despite recent volatility costing Chevron about $3 billion, he said the company plans to grow production 7–10% globally this year versus roughly 2% demand growth, using scenario analysis rather than point forecasts to guide decisions.See omnystudio.com/listener for privacy information.

Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Hormuz, then they turn to the inflation outlook, and they tackle the AI narrative, asking whether the surge in capex and demand from mega-cap tech signals a bubble, as markets continue to climb despite widespread skepticism.Timestamps:01:07 - Macro Mondays: Hormuz Moves, Inflation Risks, and the AI Bubble02:02 - Real Vision Portfolio Update and Why April Was Strong02:44 - Microsoft Earnings, OpenAI Backlog, and the AI CapEx Debate04:36 - Meta's AI Spending Problem and Why the Backlog Isn't There07:06 - What Could Actually Burst the AI Bubble?08:18 - Fed, ECB, and BOE Delay Hiking Talk as Hormuz Risk Builds09:24 - Why the Fed Won't Cut Rates Yet Under Kevin Warsh10:19 - Project Freedom: The US Plan to Reopen the Strait of Hormuz11:13 - Trump's Hormuz Announcement and Iran Missile Headlines13:08 - Can Trump's Move Break the Strait of Hormuz Deadlock?14:20 - Why Iran Risks Looking Like the Aggressor if It Fires on Commercial Ships16:27 - Why the Strait of Hormuz Crisis Hits Emerging Markets Hardest19:17 - Why the West Can Still Pay Up for Oil and Food Supply20:39 - Energy Shock, Imported Inflation, and the Real Risk to Western Economies23:53 - Trump-Xi Summit Risks, Global Trade Chokepoints, & China Dependencies26:46 - Solar Panels, Rare Earths, and the New Supply Chain Power Game

The National Security Hour with LTC Sargis Sangari – Today, the contest runs from the Straits of Hormuz to the Strait of Malacca and into the Kra Isthmus. Deepwater harbors and pipelines were built as insurance. When those investments become stranded, it is a strategic blow to those who counted on them. At the same time, the new frontier is data. AI and massive server farms will ride fiber that follows...

In this episode, we break down the UAE’s decision to leave OPEC and why it reflects a broader shift in global energy markets rather than a sudden change. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

Is Iran collapsing under economic pressure while the media tells a different story? Tara breaks down the oil crisis, global power plays, and why Donald Trump may have the upper hand—despite what headlines suggest. ⚡ EPISODE SUMMARY Tara and Lee challenge mainstream narratives around rising tensions with Iran, arguing that the real leverage may lie with the U.S.—not Tehran. The episode highlights economic pressure points, including oil storage limits, collapsing currency value, and mounting financial losses. Tara explains how bottlenecks around the Strait of Hormuz could severely impact Iran's economy—especially if production must halt. The conversation also scrutinizes media coverage from outlets like CNN, arguing that key details—like the technical realities of oil infrastructure and shipping logistics—are often overlooked. Tara explores the geopolitical chessboard involving China, including claims of economic influence and technological control within Iran. Meanwhile, voices like Reza Pahlavi are calling for sustained pressure. On the economic front, Tara points to rising global reliance on the U.S. dollar, contrasting current trends with the previous administration under Joe Biden.

Stephen Grootes speaks to Anchor Capital CEO Peter Armitage, about the UAE’s decision to withdraw from OPEC and the wider OPEC+ alliance, unpacking the motivations behind the move, its impact on the power dynamics of the oil cartel, and what it could mean for global energy markets amid a war‑driven energy shock. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

A major geopolitical shakeup is unfolding as war tensions, oil production shifts, and currency questions collide—raising one explosive question: is the global energy order starting to fracture?

Oil prices continue climbing amid stalled US–Iran negotiations, sustaining geopolitical risk premiums critical for UK commodities markets. Uncertainty around the Strait of Hormuz remains unresolved, with no clear timeline for reopening. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

The stock market just hit a record high. Meanwhile, captains in the Persian Gulf are turning off their transponders and sneaking through the Strait of Hormuz in the dead of night. Only five ships made it through yesterday. The seaborne oil buffer that insulated the global economy in the early weeks of the conflict is now completely exhausted, and the knock-on effects - from jet fuel shortages in Europe to a fertilizer crisis threatening this year's harvest - are only just beginning to show up in the data. In this video, we look at why the physical commodity markets are telling a very different story to the stock market, and what happens when the world's most critical trade route is caught between two competing blockades.Patrick's Books:Statistics For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3eerLA0⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Derivatives For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://amzn.to/3cjsyPF⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corporate Finance: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3fn3rvC ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ways To Support The Channel:Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/PatrickBoyleOnFinance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle

Here's what you'll learn: What's the latest in the Middle East: Escalating tensions, vessel seizures, and military activity are driving continued uncertainty What oil markets are signaling: Prices may not fully reflect the scale of supply loss and inventory drawdowns What the supply math looks like: Lost barrels, limited bypass capacity, and SPR releases are tightening global balances What resolution could look like: Reopening the Strait and restoring production may take months, not weeks What it means for the economy: Higher energy prices could feed into inflation and begin impacting sectors like airlines What investors may be missing: Why energy equities may present opportunity as markets appear disconnected from underlying fundamentals Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.

The energy complex is on fire, and Mark Longo is back in the "Trading Pit" to break down a week of explosive moves and head-scratching correlations. While geopolitical tensions in the Middle East keep oil bulls on their toes, an unlikely rally in equities is defying traditional logic. From "triple-digit" volatility in crude to the surprisingly cheap breakfast table, we're dissecting the biggest movers in the futures world. In this episode, we cover: The Energy Surge: Why WTI, Brent, RBOB, and Heating Oil are dominating the leaderboard with gains up to 7.5% this week. The "Breakfast Table" Trade: A deep dive into the downside, featuring the massive sell-offs in Orange Juice, Butter, Cocoa, and Oats. Active Contract Breakdown: Why the Nasdaq Micro and 10-Year Notes are still the kings of volume, and why we're seeing a resurgence in the Ag complex (Corn and Soybeans). Year-to-Date Movers: An analysis of the 2026 leaders, including the 71% surge in Non-fat Dry Milk and the ongoing "bloodletting" in the Cocoa markets (down 44%). Market Riddles: How are equities hitting all-time highs while crude oil rallies nearly 65% on the year? Whether you're curious about RBOB specs or trying to avoid getting a truckload of soybeans dumped on your lawn, this "Just the Facts" edition has you covered. This episode is brought to you by tastytrade.  Recognized as Investopedia's Best Broker for Options for the third year in a row. Genius loves company. Learn more at tastytrade.com/podcasts

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You won't want to miss this Energy News Beat podcast with our special guest, Dan Doyle, author of " Roughnecks & Riches: A Start-Up in the Great American Fracking Boom". Little did Dan know that his book and the oil patch would be so important in delivering low-cost energy to the US and world markets. Dan is the President and Owner at Reliance Well Services and Arena Resources. This is quite a book, and the experiences are extremely relevant to the Energy Markets right now. We had a great talk, and if you can imagine a book that is a crossover from Landman goes to Harvard Business School, thrown in with Tulsa King starring Sylvester Stallone, you get a better idea of how cool the book really is. Connect with Dan on his LinkedIn - https://www.linkedin.com/in/dan-doyle-a90b442b/Check out Dan on X @DanDoyleOilYou can buy the book at https://a.co/d/02XyKvaI1. Author & Industry BackgroundThe speaker, Dan Doyle, discusses his book "Roughnecks and Riches" and his extensive experience as both a writer and a professional in the oil and gas industry.2. Energy Industry ChallengesThe conversation covers the current state of the energy sector, including:Controversies surrounding fossil fuelsThe shift toward renewable energyRegulatory and policy challenges3. Business OperationsDan Doyle details his two companies:A fracking companyAn exploration and production companyOperations across multiple regions (Appalachian Basin, Illinois Basin, Powder River Basin)4. Energy Policy & RegulationSignificant discussion about how policies in key states (New York, California, Pennsylvania) impact:Oil and gas industry operationsEnergy consumer costsEnergy security5. Fossil Fuels vs. Renewable EnergyA central debate covering:The reliability and affordability of natural gasLimitations of renewable energy for baseload powerThe role of fossil fuels in energy security6. Industry Perception & CompetitionThe challenges the oil and gas industry faces:Public perceptionRegulatory hurdlesCompetition from renewable energy sources7. Political & Economic ImplicationsDiscussion of how current energy policies, particularly under the Biden administration, may affect the industry and the 2028 elections.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.. https://www.data2.ai/resources/the-decision-lag-reportAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

In "Navigating Energy Markets with Breakthrough's Matt Muenster", Joe Lynch and Matt Muenster, Chief Economist at Breakthrough, discuss how data-driven transparency and strategic fuel management help shippers navigate global energy volatility and decarbonization. About Matt Muenster Matt Muenster, Chief Economist at Breakthrough, brings extensive expertise spanning energy, freight, and sustainability across global supply chains. In his role, Matt leads a team of supply chain analysts who deliver actionable market intelligence to some of the world's largest enterprise shippers across the food, beverage, retail, and packaging industries.Known for translating complex market dynamics into practical insights, Matt serves as a trusted advisor to executive leaders navigating energy market volatility, freight cycles, and decarbonization goals. He is a sought‑after speaker at industry conferences and a frequent contributor to leading business and logistics publications, including The Wall Street Journal, Bloomberg, and Logistics Management. Matt holds a master's degree in economics from Bowling Green State University and a bachelor's degree from St. Norbert College. About Breakthrough Breakthrough, a U.S. Venture company, is a leading provider of sustainable fuel and freight solutions that reduce costs, improve network efficiency, and decarbonize transportation. Powered by more than $35 billion in annual freight spend data, advanced technology, and deep market expertise, Breakthrough delivers freight optimization and actionable strategies for the world's leading brands, helping transform transportation into a more effective and sustainable ecosystem. Breakthrough is a multi-year Top Food Chain Technology honoree from Food Shippers of America, Owens Corning Supplier of the Year, and recipient of the 2025 Top Supply Chain Projects Award from Supply & Demand Chain Executive and Food Logistics. Key Takeaways: Navigating Energy Markets In "Navigating Energy Markets with Breakthrough's Matt Muenster", Joe Lynch and Matt Muenster, Chief Economist at Breakthrough, discuss how data-driven transparency and strategic fuel management help shippers navigate global energy volatility and decarbonization. Navigating "Strait Talk" Volatility: Energy volatility, driven by geopolitical macro forces and refining constraints, has replaced freight rates as the primary driver of transportation costs in 2026. Precision Through Market-Based Reimbursement: Moving beyond lagging, "one-size-fits-all" indexes, Breakthrough aligns fuel reimbursements with real-time variables including time, price, taxes, and specific origin/destination pairs. The Referee Effect and Strategic Fairness: By removing fuel from margin negotiations, Breakthrough acts as a neutral party, allowing shippers and carriers to build trust and focus on service and long-term partnerships. Data-Driven Risk Management via the FELIX Platform: Shippers utilize FELIX (Freight, Energy, Load, Information, and eXperience)—Breakthrough's strategic transportation intelligence platform—to move from reactive cost management to proactive risk management in an AI-driven economy. Sustainability as an Operational Lever: Breakthrough helps enterprise shippers integrate alternative energy adoption and route optimization into their broader risk-management strategies to hedge against diesel volatility. Impact on Freight Behavior and Capacity: Energy market disruptions are directly influencing carrier equipment investments and purchasing decisions, which in turn affects linehaul rates and capacity availability through the remainder of 2026. Learn More About Navigating Energy Markets Matt Muenster | Linkedin Breakthrough | Linkedin Breakthrough Breakthrough - Knowledge Hub Breakthrough - Events Breakthrough - Exclusive Content SmartWay | US EPA The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

As the ceasefire between the U.S. and Iran falters, bringing oil flows back under pressure, Andreas Steno Larsen and Mikkel Rosenvold break down the geopolitical fallout, from jet fuel shortages to shifting supply dynamics.

Stock prices are hitting new records, while consumer sentiment has fallen to record lows. Businesses are of mixed minds. What's driving this disconnect—and who's right? Mark and Cris are joined once again by colleague Matt Colyar to break down the divergence between investors, consumers, and business leaders. Their insights reveal key dynamics shaping the economic outlook. Plus, the statistics game returns – back by overwhelming listener demand. To view the Wall Street Journal article mentioned in this episode, visit: Gen Z, Locked Out of Home Buying, Puts Its Money in the Market Email us at InsideEconomics@moodys.com for more info about the Moody's Summit '26 Conference in San Diego Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn   Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Here's what you'll learn:   What's the latest in the Middle East: How a fragile ceasefire and restricted Strait of Hormuz access are shaping global energy flows. What the crude curve is signaling: Is the market underpricing risk despite ongoing supply disruptions? What's driving supply dynamics: How SPR releases are masking tighter underlying fundamentals. Why natural gas is diverging: What's behind weaker U.S. prices despite significantly higher global demand. What investors may be missing: Is the market too complacent about the duration and impact of supply disruption? Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.

On this episode of the AAF Exchange: the global economic outlook, volatility in energy markets, and Trump's tariff exemptions. AAF President Douglas Holtz-Eakin and Trade Policy Analyst Jacob Jensen join us to discuss. Apple: podcasts.apple.com/us/podcast/the-…st/id1462191777 Spotify: open.spotify.com/show/7aWwYw3EKPmTqLQMbRGR2e

A global oil chokepoint sits at the center of today's biggest market story — and the ripple effects are already showing up in prices, supply chains, and geopolitics.In Episode 183 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, sit down with Rory Johnston, founder of Commodity Context, to break down what's happening in the Strait of Hormuz and why it matters far beyond energy markets. They walk through how oil actually moves around the world, how much supply has come offline, and why restarting production takes months, not days.The conversation reveals the mechanics behind oil pricing, from futures curves to physical barrels, and explains why spot prices have surged even as headline prices lag behind. They also explore how disruptions force tough tradeoffs across global economies, with rising costs hitting some regions far harder than others.If you want to understand what drives oil prices, how supply shocks unfold, and what comes next, this episode connects the dots.Jump to:0:02 Welcome And Guest Introduction2:05 Rory's Path Into Oil Analysis6:09 Strait Of Hormuz Flow Basics10:20 Reroutes, Pipelines, And Shut-Ins20:50 The Double Blockade Explained27:20 Retaliation Risks And LNG Targets29:52 Shortages, Jet Fuel, And Demand Destruction33:20 How Oil Prices Went Negative36:56 Brent, WTI, Dated Brent, Backwardation50:08 Why Oil And Stocks Look Complacent57:22 Where To Follow Rory And ClosingConnect with Ryan:• Ryan on LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• Sonu on LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enConnect with Rory Johnston:• Rory Johnston on LinkedIn: https://www.linkedin.com/in/rorysjjohnston/• X: https://x.com/Rory_JohnstonQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

It has been seven weeks since the war involving the US, Israel, and Iran began, and while a fragile two-week ceasefire is currently in place, the world is holding its breath. Earlier this week, President Donald Trump threw a spanner in the works by announcing a blockade of the Strait of Hormuz, the world’s most critical energy corridor, after initial peace talks in Pakistan reached an impasse over Iran’s nuclear ambitions. Today, we're unpacking what this escalation means for your bottom line. With global oil prices surging, Australian airlines have already begun hiking fares and cutting domestic flight capacity to manage soaring fuel bills. Plus, we examine a historic breakthrough as Israel and Lebanon agree to their first direct negotiations in over 30 years. Director of Research from the United States Studies Centre, Jared Mondschein, joins us to discuss whether these high-stakes diplomatic moves will lead to lasting stability or a global recession.

Jim Murchie joins the podcast to break down how the war in Iran may impact the energy sector as well as the misunderstood relationship between AI data centers and consumer utility bills.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website:  First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel

Geopolitics is still in focus after failed talks between the U.S. and Iran in Pakistan over the weekend and President Donald Trump's threat of a blockade of the Strait of Hormuz from today. Andreas Steno and Mikkel Rosenvold break down the implications of another oil spike, whether it could bring an inflation shock, and what it could mean for risk assets.

Here's what you'll learn:  How is ceasefire uncertainty impacting oil markets: Shifting conditions in the Strait of Hormuz are driving ongoing volatility  When could oil markets normalize: Futures suggest prices may stabilize over time, but timing remains uncertain  Why is energy leading the S&P 500: Strong fundamentals and demand highlight the sector's resilience  What role does infrastructure play in supply: Moving energy is critical to balancing supply and stabilizing prices  Why is the U.S. relatively insulated: Domestic production and infrastructure are helping keep prices lower  Where are potential opportunities within energy: Infrastructure strives to offer income, growth potential, and improving fundamentals Watch it now to help keep you and your clients on top of current events.  Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.

5. Global Commodities and Energy Shifts Guest: Simon Constable. Simon Constable reports on volatile energy markets and falling gold prices as the Strait of Hormuz enters a ceasefire. Meanwhile, high copper prices have triggered a surge in organized theft in cities. (5)1865 BRAZIL IRONCLAD

As the US-Israel war with Iran upends global energy flows, Professor Helen Thompson joins Merryn Talks Money to explain what the shock means for oil, gas, supply chains and the wider world economy. They discuss why this may mark the end of any return to “normal” in energy markets, how Asia and Europe could be hit differently, and why Britain’s energy strategy now looks dangerously exposed.See omnystudio.com/listener for privacy information.

Here's what you'll learn: How this has been 'one of the most interesting' months in 20+ years for Brian Kessens: Headlines highlight the disruptions to crude, but recent events have impacted energy supplies almost entirely across the board. What this might mean for stock prices: Not surprisingly, energy stocks have moved higher over the past month, but some may have even expected more. That's why it's important to remember the strong start to the year. Why this could be a competitive advantage for the U.S.: As an exporter, the U.S. remains energy independent, although there's not much capacity to export more. 2 big surprises this month: Get Brian's take on why service stocks are barely up and what's going on with the tanker in the Persian Gulf. Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.

10. Gregory Copley reports the U.S. has virtually eliminated the Iranian Navy. He assesses global energy markets, noting stable oil prices despite insurance companies' risk-aversion nearly bankrupting regional states like Egypt. (10)1941 SAUDI ARABIA

What does a potential energy shock mean for inflation, growth, and the Fed's next move? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can Europe's Sewage Plants Replace Russian Gas? (aka: the €1.9 Billion Biomethane Opportunity) Europe's wastewater treatment plants are sitting on a massive untapped energy reserve. With the right upgrades, roughly 1,900 facilities across Europe could produce 13.4 billion cubic meters of biomethane per year — matching Russia's remaining pipeline gas deliveries in 2024. Let me break down the economics, the technology, and the investment landscape driving this shift.

Here's what you'll learn: How are Strait of Hormuz disruptions impacting oil: Supply constraints are driving sharp price increases Why is the Brent-WTI spread widening: Strikes on Kharg Island are pushing global prices higher than U.S. benchmarks What makes Kharg Island critical: Nearly 90% of Iran's exports flow through this key chokepoint Why are global LNG prices rising faster: Import reliance in Europe and Asia is driving higher prices than in the U.S. How significant is the Qatar disruption: Rass Laffan damage could take 17% of capacity offline for years Why could U.S. exporters benefit: Global buyers may shift toward more reliable U.S. supply   Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.

A surge in natural gas prices this winter was a reminder of the relationship between fuel markets and wholesale electricity prices. In the latest episode of our Power Trends podcast, U.S. Energy Information Administration's (EIA) Energy Economist Andrew Iraola and Industry Economist Lindsay Aramayo unpack what drove the recent electricity price spikes, natural gas constraints, and what we can expect in the months ahead.Aramayo discussed recent price volatility, noting that wholesale electricity prices averaged about $70 per megawatt-hour (MWh) in New York prior to Winter Storm Fern. “By the time we released our February Short-Term Energy Outlook (STEO), those prices had increased to $220 per MWh,” she said. “That helps you see how volatile wholesale prices can be, and how dependent they are on natural gas prices.”New York relies on natural gas for residential heating and electricity production. Winter Storm Fern sharply increased heating demand while temporarily reducing natural gas availability. The disruptions to natural gas supply were caused in part by “freeze‑offs,” which occur during extreme cold when water and other liquids freeze and block the flow of natural gas.The reduction in fuel availability contributed to record natural gas withdrawals and a jump in gas prices. Iraola noted the behavior of the system in January and February often helps guide the rest of the year. If there is a large storage withdrawal, that can keep inventories below the five-year average, which puts upward pressure on prices. It also makes it more difficult to rebuild inventories during injection season, which runs from March through October.The discussion underscored why natural gas remains a key driver of electricity costs, particularly in regions like New York that sit at the end of the natural gas pipeline system. This can create tighter constraints during peak demand.According to Aramayo, data center buildout is a driver of electricity demand in other regions including the Mid-Atlantic and South. In New York, it's electrification of the transportation and building sectors that's driving demand.  EIA's reports note that natural gas will remain the dominant fuel for power generation and predict natural gas price increases, driven by stronger demand, will continue to place upward pressure on wholesale electricity prices in the coming years.The STEO reflects an increasingly complex and uncertain energy environment, the economists said. When evaluating natural gas markets, analysts consider volatility shaped by weather, infrastructure constraints, and fluctuating demand.Understanding these dynamics is essential for making sense of wholesale electricity prices and for planning a reliable, affordable grid.Additional ResourcesU.S. Energy Information Administration Short-Term Energy Outlook (STEO)NYISO Winter Electricity Pricing Resource PageLearn MoreFollow us on X/Twitter @NewYorkISO, LinkedIn @NYISO, Bluesky @nyiso.comRead our blogs and watch our videos

Recent tensions in the Middle East, particularly around Iran and the Strait of Hormuz, have raised questions about potential impacts on energy markets and the global economy. The hosts of “Henssler Money Talks” discuss how geopolitical events can create short-term market volatility. Still, history shows that markets tend to recover as uncertainty fades and long-term economic fundamentals reassert themselves.Original Air Date: March 14, 2026Read the Article: https://www.henssler.com/the-middle-east-market-volatility-and-your-portfolio   

From the Middle East to global energy markets, Tara breaks down the strategic moves reshaping the world. Learn how Israel and the U.S. are countering Iran, the risks for Marines on the ground, the geopolitical ripple effects on Russia, China, and Venezuela, and why Democrats are panicking over Trump's energy moves. Plus, get insights on flu and COVID vaccines and what the CDC isn't emphasizing. SUMMARY In this episode, Tara dives deep into international conflict, energy policy, and public health: Middle East & Iran War: The new Iranian leadership has not been publicly seen—proof of life remains unverified. Israel plays a pivotal role in countering Iran and Hezbollah, carrying out strikes, intelligence operations, and targeted removals of Iranian nuclear scientists. Limited U.S. ground operations may be deployed in key strategic areas like the Strait of Hormuz, aiming to cripple Iran's oil economy. The broader regional impact spans 12 countries, influencing alliances with Arab nations, Russia, India, China, and NATO dynamics. Energy & Oil Policy: Trump's moves to lift certain Russian oil sanctions are set to drop global oil prices, reversing Democrat-inflated energy costs caused by prior sanctions. These shifts have major implications for U.S. households, global oil markets, and geopolitical power, including China's economic positioning and Russia's oil influence. Public Health Spotlight: Flu vaccines: 200–250 reported deaths annually, possibly up to 1,000 due to underreporting; CDC reports vaccine effectiveness as low as 25% and often readjusted downward over time. COVID vaccines: Adenovirus-based vaccines linked to rare but dangerous blood clots, with media coverage downplaying the risks. Tara emphasizes informed consent and questioning medical advice. Domestic Security & Policy: Highlights recent terror-related incidents in the U.S., including attacks linked to Hezbollah and ISIS, and how failures in immigration and gun law enforcement contributed. Straw purchasing and federal gun enforcement policies under Biden are analyzed as contributing factors to domestic security vulnerabilities. KEY TALKING POINTS Israel's intelligence and military operations against Iran and Hezbollah Strategic implications of potential U.S. limited ground operations Trump's energy policy and lifting of Russian oil sanctions Impact on global oil prices, Russia, China, India, and NATO CDC data on flu and COVID vaccine effectiveness and risks Domestic terror threats, immigration policy failures, and gun enforcement issues SOCIAL MEDIA BLURB From Iran to oil markets, Israel to U.S. Marines, Tara exposes the strategies reshaping the world

Tara breaks down today's top stories: Israel's covert and overt operations against Iran, the strategic moves reshaping oil markets, domestic security failures, and what you're not being told about flu and COVID vaccines. From geopolitics to public health, this episode exposes the untold connections influencing your world. SUMMARY Middle East & Iran Conflict: Iran's new leadership remains unseen publicly; proof of life is still demanded by many. Israel is leading covert operations, striking Hezbollah targets across Lebanon and taking out key Iranian nuclear scientists. Limited U.S. forces may be deployed in strategic zones, like the Strait of Hormuz, to control oil flow and pressure Iran economically. Regional conflict impacts 12+ countries, influencing Arab nations, Russia, India, China, and NATO dynamics. Israel's intelligence and military actions prevent a broader escalation and protect U.S. strategic interests. Global Energy & Oil Markets: Trump's lifting of Russian oil sanctions threatens to dramatically lower global oil prices, reversing artificial inflation caused by prior sanctions. Lower oil prices impact U.S. households, the global economy, and geopolitical leverage, including pressure on China and Russia. Democrats are panicking over oil price drops and the potential shift in global energy control. Public Health Insights: Flu vaccines: CDC reports 20–25 deaths per year, potentially underreported by 10x, with effectiveness as low as 25%. COVID vaccines: Adenovirus-based vaccines linked to rare blood clots; media coverage downplays risks and avoids full disclosure. Tara emphasizes informed consent, questioning medical guidance, and reviewing CDC data critically. Domestic Security & Policy Failures: Terror incidents in the U.S., including individuals with Hezbollah contacts, highlight gaps in immigration and gun enforcement policies. Straw purchasing loopholes and DOJ enforcement failures contributed to weapons ending up in criminal hands. Biden-era policies are analyzed as exacerbating domestic vulnerability to terrorist threats. Political Context & Strategy: U.S. global strategy is reshaping alliances, constraining Iran, and influencing energy flows. Trump's moves in energy, military readiness, and sanctions highlight contrasts with prior administration policies. Changes affect global power structures, including NATO, Russia, China, and Latin America, creating a pivotal historical inflection point. KEY TALKING POINTS Israel's multi-front operations in Lebanon and Iran Strategic implications of potential U.S. limited ground operations in the Middle East Global oil markets and Russian sanctions reversal Vaccine safety, CDC reporting, and public awareness Domestic security, immigration, and gun enforcement failures Broader geopolitical effects on NATO, China, Russia, and Latin America SOCIAL MEDIA BLURB Israel strikes, Iran tensions, global oil shocks

Malcolm and The Dude kick things off with a lighthearted discussion about March Madness brackets and the unexpected snowy weather in Chattanooga before diving into a heavy-hitting lineup of industry experts. Episode Highlights • State of Women in Trucking: Samantha Greene, Regional Underwriting Officer at Travelers, joins the show for her first podcast appearance to discuss female representation in the industry. She reveals that while female drivers make up only 4% of long-haul CDL holders, women are making significant gains in leadership roles, holding nearly 28% of C-suite positions and 30% of board seats. • Energy Markets & Geopolitics: Matt Muenster, Chief Economist at Breakthrough, provides an update on the volatile energy landscape. He breaks down current market trends and the impact of the ongoing situation between the U.S. and Iran on fuel and logistics. • AI vs. Human-in-the-Loop: David Julian, CTO at Netradyne, addresses the hot debate in fleet technology. He explores whether AI-driven safety measures or human-in-the-loop systems are more effective at making fleets safer and whether current tech is helping or hindering drivers during critical moments. ⁠Watch on YouTube⁠ ⁠Visit our sponsor - JJ KELLER⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on SmarterMarkets™, we present a Special Episode Iranian Conflict: Geopolitics and Energy Markets with Helima Croft, Managing Director & Global Head of Commodity Strategy at RBC Capital Markets.   David Greely sat down with Helima yesterday to talk about the current state of play in the conflict between Iran, Israel, and the United States. They discuss its implications for global geopolitics and energy markets – and the inflection points to watch to determine how the situation may unfold.  

The Inside Economics team tackles the tough economic data and developments of the past week. There was nothing redeeming in the February jobs numbers, as the economy struggles to create jobs and unemployment edges higher.  And this is before the fallout from the U.S. conflict with Iran hits the economy, which threatens to be considerable. The discussion ends on the question of how the fighting will be resolved, but there are no satisfying answers. Jenna Score: 7 Guests: Dante DeAntonio, Chris Lafakis, and Juan Pablo Fuentes For a deeper dive on AI and the macroeconomy, see our new paper, The Macroeconomic Consequences of Artificial Intelligence, where we model four potential economic paths over the next decade. We also walk through the scenarios in a companion webinar available now on-demand. Read the paper: https://www.economy.com/getfile?q=2B555C90-1118-4A49-BDAA-5C0A99F83A9E&app=download Watch the webinar: https://bit.ly/3OF6dn9 Email us at InsideEconomics@moodys.com for more info about the Moody's Summit '26 Conference in San Diego Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Russia Leverages Middle East Conflict to Pressure European Energy Markets Anatol Lieven analyzes how the Middle East conflict strengthens Russia's leverage over Europe while potentially causing internal Iranian anarchy and a massive refugee crisis. (1)1875 CASPIAN SEA

My guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John talks about is cultivating the best seat in your industry – the seat with the best perspective, the most information, the best systems..  John has been closely watching China's convergence in robotics, AI, and EVs, and shares his perspective from his recent trip to the country. We talk about the state of energy markets today – the misaligned goals and incentives, the NIMBYism that prevents building in America, and what he actually thinks about the wave of nuclear energy startups that everyone seems excited about.  John is also one of the most innovative philanthropists working today, applying that same analytical rigor to diagnosing structural failures across America — in healthcare, criminal justice, education, and beyond For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠ to sign up for free and get a $250 welcome bonus. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Vanta. Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit vanta.com/invest.  ----- This episode is brought to you by ⁠WorkOS⁠. WorkOS is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. Visit ⁠WorkOS.com⁠ to transform your application into an enterprise-ready solution in minutes, not months. ----- This episode is brought to you by Rogo. Rogo is an AI-powered platform that automates accounts payable workflows, enabling finance teams to process invoices faster and with greater accuracy. Learn more at Rogo.ai/invest. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps (00:00:00) Welcome to Invest Like The Best (00:02:43) Episode Intro (00:03:43) Learnings from John's Trip to China (00:06:28) The EV Industry in China (00:08:43) How Subsidies Create Intense Competition (00:10:54) US-China Relationship (00:12:42) The Cost of Greatness (00:14:52) Creating the Best Seat in the Market (00:19:30) Baseball Card Arbitrage (00:23:03) Trading Natural Gas Futures (00:24:59) Energy Market Making Explained (00:27:11) Why Energy is Exciting Again (00:31:14) Meeting the Increased Demand for Energy (00:32:53) Why Policy is the Biggest Threat to Progress (00:36:28) Fixing Energy Infrastructure in the US (00:39:29) Advanced Nuclear Technology (00:42:05) The Prospects of Energy Startups (00:43:44) Input Costs in Solar & Batteries (00:47:54) Geothermal Energy: The Most Exciting Sector (00:50:57) Housing Reform in the US (00:53:39) The Role of Philanthropic Foundations (00:57:00) Reforming the Criminal Justice System (01:03:48) Social Outcomes Downstream of Education (01:07:20) Misaligned Incentives in the Healthcare System (01:12:08) Journalism as a Public Good (01:14:17) The Kindest Thing

Oil and gas prices spiked on Monday as the Iran conflict escalated and shipping was disrupted in the Strait of Hormuz. About 20% of the world's oil and liquefied natural gas flows through the strait every day, making it one of the most crucial oil supply routes on the planet. William Brangham reports. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy