Podcasts about iea

จับตาสงครามตะวันออกกลางสัปดาห์ที่ 3 กำลังส่งผลให้โลกเผชิญกับสถานการณ์ที่องค์การพลังงานระหว่างประเทศ (IEA) นิยามว่า ‘การหยุดชะงักของอุปทานน้ำมันครั้งใหญ่ที่สุดในประวัติศาสตร์ตลาดน้ำมันโลก' โลกกำลังรับมือกับสถานการณ์นี้อย่างไร? อัปเดตมุมมองค่าเงิน ท่ามกลางสภาวะสงคราม พูดคุยกับ แพททริก ปูเลีย รองผู้จัดการใหญ่ Head of Financial Markets Function ธนาคารไทยพาณิชย์

國際能源總署（IEA）與日本宣布將合計釋出4億8000萬桶石油儲備，這將如何影響能源市場？但台灣5成電力仰賴天然氣，誰來解救斷氣危機？ 文：張詠晴 製作團隊：莊志偉、張雅媛、鄭子鴻 ＊閱讀零時差，點這看全文

In this week's episode of the Rich Habits Radar, Robert Croak and Austin Hankwitz explain the looming private credit crisis, IEA unleashing 400M barrels of oil (including 172M from the USA), and Rivian's new purpose-built robotics company. ---

"Three Things You Need to Know"...IEA releasing oil from strategic reserve...Trump claims victory over Iran..."Debbie Does Movies.See omnystudio.com/listener for privacy information.

＜ヘッドライン＞イランのイスラム教聖職者「専門家会議」、米イスラエルの空爆で殺害された最高指導者アリー・ハメネイ師の後任に反米保守派の次男モジタバ・ハメネイ師を選出　イラン革命防衛隊報道官「当面の間、地域からの原油輸出は1リットルさえ認めない」　湾岸諸国の原油設備を攻撃、ホルムズ海峡を事実上封鎖／イランのホルムズ海峡封鎖で原油相場が急騰、ガソリンが大幅値上がり　IEA加盟国、過去最大規模4億バレルの石油備蓄協調放出で合意　高市総理大臣「石油の民間備蓄15日分と国家備蓄1ヶ月分を放出」「ガソリンの小売価格を全国平均1リットル170円程度に抑制し軽油や重油、灯油などにも措置を講じる」／トランプ米大統領「イランには事実上、攻撃対象にするものは何も残っていない」「軍事作戦はもうすぐ終わる」　原油価格高騰が物価高に跳ね返るのを抑え込もうと口先介入　対ロ経済制裁緩和の禁じ手にも踏み込む構え／米トランプ政権、日本・中国・EUなど16の国・地域を対象に「通商法301条」に基づく調査を開始　「過剰生産能力」の実態調べ、結果次第で制裁関税・輸出規制などの対抗措置／中国・全人代、「第15次5カ年計画」採択し閉幕　「35年の1人当たりGDPを20年比倍増」「ハイテク産業で米国に頼らないサプライチェーン構築」／米2月雇用統計、非農業部門就業者数が前月比マイナス9万2000人と市場予想から大きく乖離してマイナス　米2月消費者物価指数、市場予想と一致するもFRBがより重視する個人消費支出物価指数の上昇示唆　雇用不安とインフレ懸念の高まりへのFOMC＝の判断に注目／公取委、27年春にも荷物の受け手企業が運送会社のトラックに無償で待機強いることを独禁法違反の対象に　待たせた場合には送り主に対価を支払うよう求める、荷物の無償積み下ろしも禁止　違反企業に排除措置命令の行政処分／経営厳しいFMラジオ業界、一部の中継局の廃止・停波と配信アプリ「ラジコ」で代替求める　採算取りづらい過疎地などの放送インフラの維持コストを抑える狙い　災害時の放送・スマホ操作に不慣れな高齢者らへの対応が課題　24年度はFM単営局50社中23社が赤字 ＜ポイント＞　（１） イランの「徹底抗戦」と原油相場の行方（２） 焦るトランプと3/19日米首脳会談の課題（３） 日米欧中銀の政策決定会合について ＜ここ／これを見てきた＞ワールド・ベースボール・クラシック

NESTA EDIÇÃO. Pacote do governo para amortecer crise causada pela guerra inclui isenção de tributos, subvenção de R$ 10 bi e taxa para exportações. Barril de petróleo fecha acima dos US$ 100 depois que IEA indica perda histórica na oferta. Guerra no Oriente Médio pode redirecionar expansão da produção de GNL para outras regiões. ***Locução gerada por IA

Today's Headlines: Twelve days in, the Iran war has cost $11 billion and nearly 2,000 lives. The most damning number: 175 people — mostly children — killed when a U.S. Tomahawk missile hit an Iranian elementary school because the Defense Intelligence Agency used outdated targeting data. Trump is still blaming Iran. He spent yesterday in Kentucky rallying against Thomas Massie and bragging the war was over "in the first hour." US intelligence disagrees: Iran's government is intact and now led by a younger, more radical Supreme Leader. Trump and Netanyahu are also diverging — Trump wants a victory banner, Israel wants regime change. Hezbollah is firing rockets into Israel; Israeli strikes have displaced over 700,000 people in Lebanon. Iran has escalated in the Strait of Hormuz, hitting three commercial ships and threatening every regional port. The US and IEA announced one of the largest emergency oil reserve releases in history after the Trump administration reversed course in two hours. February inflation already showed fuel oil up 11.1% before any of this started.  The FBI is warning California law enforcement about potential Iranian drone strikes launched from ships off the coast, and thousands of Stryker employees — the company makes robotic surgery systems — arrived to find their devices locked with an Iran-linked hacking group's logo on their screens. A government watchdog found Hegseth's Pentagon burned $93 billion in September 2025 alone. The last five days of that month's spending exceeded Canada and Mexico's combined military budgets. Trump is threatening to veto all legislation until the SAVE Act — which would significantly restrict voting access — clears the Senate, while DHS investigates Arizona's 2020 election results and targets swing states ahead of the midterms. Epstein's accountant testified before House Oversight in a closed session; one detail leaked: a Trump accuser reportedly received a settlement from the Epstein estate. And a 12-foot gold statue appeared on the National Mall depicting Trump and Epstein in the Titanic bow pose — Epstein as Rose — with plaques noting their friendship was "built on luxurious travel, raucous parties, and secret nude sketches." Resources/Articles mentioned in this episode: NYT: ⁠First Week of Iran War Cost More Than $11 Billion, Pentagon Tells Congress⁠ NYT: ⁠U.S. at Fault in Strike on School in Iran, Preliminary Inquiry Says⁠ ABC News: ⁠Iran live updates: US senators told Iran war cost $11.3B in first 6 days⁠  NBC News: ⁠Live updates: Trump goes after Rep. Thomas Massie in Kentucky congressman's district⁠ ABC News: ⁠Iran live updates: US senators told Iran war cost $11.3B in first 6 days⁠ Reuters: ⁠Exclusive: US intelligence says Iran government is not at risk of collapse, say sources⁠ WSJ: ⁠Trump Says the Iran War Is Nearly Won but Israel Has Other Ideas⁠ ABC News: ⁠Iran live updates: US senators told Iran war cost $11.3B in first 6 days⁠ Axios: ⁠IEA announces historic oil reserve release amid Iran war⁠ WSJ: ⁠President Trump's Head-Spinning Pivot on an Emergency Oil Release⁠ Politico: ⁠Energy, food prices surged in February — before Iran fighting started⁠ ABC News: ⁠FBI warns Iran aspired to attack California with drones in retaliation for war: Alert⁠ WSJ: ⁠Iran Expands War With Major Cyberattack Against U.S. Company⁠ The New Republic: ⁠Pete Hegseth Blew Billions on Fruit Basket Stands, Chairs, and Crab⁠ NYT: ⁠Thune Is in a Vise as Trump and Far Right Demand Fight on Voter Bill⁠ ABC News: ⁠Trump administration opens investigation into Arizona's 2020 election results⁠ NYT: ⁠Trump Wants to ‘Take Over' Elections. These States Are Prime Targets⁠ Mediate: ⁠BOMBSHELL: Trump Accuser Got Payoff from Jeffrey Epstein Estate, Says Dem Lawmaker⁠ The Guardian: ⁠New satirical statue depicts Trump and Epstein as doomed lovers from Titanic⁠ Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

PODCAST LAS NOTICIAS CON CALLE DE 12 DE MARZO DE 2026 - Vuelve a treparse el petróleo a 100 billetes el barril tras Irán atacar barcos IEA anuncia record para soltar reservas estratégicas de petróleo - FTArranca la amnistía de multas de tránsito tras gobierno empujarlo sin aprobación de la Junta - El Nuevo Día Alcalde subasta en subasta pública propiedades que eran estorbo público - Jay Fonseca YouTube Drones detectan pillos robando carros en el Bithorn - PRimera HoraPlantean quitar la crudita como solución a parte del problema - El Vocero Rivera Schatz le da hasta hoy a la 1PM a secretario de la gobernación pa entregar documentos o viene comisión total en su contra El gran ganador de la guerra de Irán es Vladimir Putin - Bloomberg De 55 mil a 38 mil estudiantes en la UPR - El Nuevo DíaEscándalo mayor en contratos con Janet Parra, contratos al garete hasta en la oficina de la contralora - El Nuevo Día Firmado el modelo electoral nuevo con voto de personas mayores por correo - El Nuevo Día Piden eliminar la comisión de salario mínimo - El Vocero PR pierde terriblemente contra Italia, hoy vamos contra USA en el basket femenino - Metro Trump dice que ganó la guerra de Irán Héctor Ferrer denuncia faltas éticas del legislador Fernando Sanabria - Noticel Incluye auspicio

The International Energy Agency has launched the largest release of strategic oil reserves in its history, investors have sought shelter from the turmoil of the war in Iran in US tech stocks and US inflation held steady at 2.4 per cent in February. Plus, the war has threatened the Indian economy's “Goldilocks” combination of strong growth and low inflation. Mentioned in this podcast:IEA releases record oil reserves to counter Iran war energy shockInvestors seek shelter from Iran war in US tech stocksUS inflation holds steady at 2.4% in FebruaryIran war threatens India's ‘Goldilocks' economyThe ‘number station' sending mystery messages to IranNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted and edited by Marc Filippino, and produced by Fiona Symon, Victoria Craig, Sonja Hutson and Saffeya Ahmed. Our show was mixed by Kent Militzer. Additional help from Michael Lello and David da Silva. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT's Global Head of Audio. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

US equity futures are sharply lower, with the S&P down around 0.4%. Asian markets fell overnight and European futures are also pointing to losses as oil prices rebound toward the 100 dollar per barrel level. The dominant theme remains escalating Middle East tensions and their inflation impact. Oil has rebounded sharply despite the IEA proposing a coordinated release of 400 million barrels from strategic reserves, as Iran threatens to block the Strait of Hormuz and US officials signal at least two more weeks of operations. Higher crude is driving yields up and flattening the Fed rate-cut path, with markets now pricing only about 30 basis points of easing through year-end, a fresh year-to-date low.Companies Mentioned: Apple, Caesars Entertainment, GLP Pte

Sean Farrington hears about the IEA's release of 400 million barrels of oil reserves. Elsewhere, Sean discusses the largest withdrawal of mortgage products since Liz Truss' mini-Budget, and staff at John Lewis await an update on the reinstatement of their annual bonus payments.

此次拟释放的石油储备量，将超过2022年俄罗斯全面入侵乌克兰时，国际能源署（IEA）成员国分两次释放的总量1.82亿桶。点击音频收听国际经济新闻。

Cén tionchar a bheas ag cinneadh na Ghníomhaireacht Idirnáisiúnta Fuinnimh, an IEA, go gcuirfí 400 milliún bhairille ola ar fáil ón stoc ola?

Today's top stories, with context, in just 15 minutes.On today's podcast:1) Brent briefly jumped back above $100 a barrel after the Iran war led to more shipping turmoil in the Middle East and China tightened fuel export curbs to cope with the fallout from the conflict. The global oil benchmark surged as much as 10% to $101.59 a barrel, while West Texas Intermediate rose to near $96, before paring gains. Two tankers were struck in Iraqi waters and Oman temporarily cleared ships from its key export terminal outside of the Strait of Hormuz, underscoring the widening threats to energy supply and overshadowing a record reserves release by the IEA to try and cool prices. In further signs of strain, Chinese refiners have begun canceling agreed refined fuel export cargoes, including gasoline and diesel. The country’s top processors were told last week to stop signing new contracts, and the latest directive is a step up from the earlier guidance.2) Goldman Sachs Group Inc. and Citigroup Inc. have told staffers in Dubai to stay away from their offices as Iran’s attacks on Gulf cities continue. Goldman has instructed employees to seek permission before going into its offices across the Middle East, according to people familiar with the matter. Standard Chartered Plc also asked staff in the Dubai International Financial Centre and nearby areas to leave their offices on Wednesday, the people said, declining to be identified discussing confidential information. Several Wall Street banks have already been allowing employees in the United Arab Emirates to work remotely since the war began. Some lenders have also offered staff the option to temporarily leave the country, Bloomberg News has reported.3) President Trump’s administration started the first of several sweeping trade investigations that set the stage for new tariffs, the centerpiece of a push to replace levies struck down by the US Supreme Court. US Trade Representative Jamieson Greer announced Wednesday that his office would begin a probe into more than a dozen major economies under Section 301 of the Trade Act focused on alleged excess manufacturing capacity. The investigations, which typically take months to complete, are required for the president to unilaterally place duties on imports from specific countries deemed to employ unfair trading practices. Economies that will be subject to the inquiry include some of the US’s largest trading partners: China, the European Union, Mexico, India, Japan, South Korea and Taiwan.See omnystudio.com/listener for privacy information.

Oil prices have pulled back from $100 a barrel following several attacks on merchant vessels in the Gulf. Two tankers have been reportedly attacked overnight in Iraqi waters. The IEA announces its largest strategic reserve release of 400m barrels but energy markets remain wary. President Trump and the IEA's Fatih Birol vow to keep oil flowing. The White House launches a probe into several key trading partners including the EU and China which, under section 301, permit tariffs to counter unfair commerce practices. And in autos news, BMW enjoys a Q4 earnings beat despite tariffs affecting its FY guidance. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

APAC stocks declined as rising oil prices dampened sentiment and stoked inflationary concerns, while the announcement of a record joint emergency reserves release failed to drag energy prices lower, due to likely slow deliveries and with further disruptions in the Middle East from the ongoing hostilities.US President Trump said they knocked out Iran's navy and mine layers, and stated that they won't leave Iran early.The FBI warned police departments in California that Iran wants to retaliate by launching drones against the West Coast.Crude futures rallied some 7% despite the IEA announcement of a record 400mln-barrel emergency joint release, as the action could be seen as a mere band-aid on the supply shock.European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.9% after the cash market closed with losses of 0.7% on Wednesday.Looking ahead, highlights include Swedish CPIF Final (Feb), Canadian Trade Balance (Jan), US Trade Balance (Jan), Initial Jobless Claims, Housing Starts, Atlanta Fed GDP, IEA OMR, and CBRT Policy Announcement. Speakers include BoE's Bailey & Fed's Bowman. Supply from Italy, UK & US, Earnings from Adobe.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

260312(1) [뉴스브리핑 아침 배송] (1) 미군, 이란전 부상자 수 첫 공식 발표…10일간 140명 / (2) 한국, 비축유 2246만배럴 방출한다…IEA 국제공조 동참 / (3) 장동혁 "윤석열 복귀 반대 의총 결의가 당 마지막 입장" / (4) 김어준 방송서 '공소취소 거래설'…정성호 "말도 안 돼" - 김유나

- Thủ tướng Chính phủ yêu cầu tăng cường thu mua lúa gạo cho nông dân, đặc biệt tại các vùng sản xuất lớn ở Đồng bằng sông Cửu Long.- Việt Nam vào nhóm kinh tế có triển vọng tăng trưởng thương mại nổi bật- Bộ Giáo dục và Đào tạo công bố điểm mới trong Kì thi tốt nghiệp THPT năm 2026- Giá tất cả các mặt hàng xăng dầu đồng loạt giảm mạnh, trong đó dầu hỏa giảm mạnh nhất gần 8 nghìn đồng/lít so với kỳ điều hành trước đó.- Trên thế giới, Cơ quan Năng lượng Quốc tế (IEA) sẽ giải phóng 400 triệu thùng dầu từ kho dự trữ chiến lược ứng phó với tác động từ xung đột Trung Đông. Đây là đợt can thiệp thị trường lớn nhất lịch sử.

NESTA EDIÇÃO. Mesmo com maior liberação do estoque de petróleo da IEA, preço do barril de petróleo segue acima dos US$ 90. Raízen entra com pedido de recuperação extrajudicial. Colômbia vai reativar gasoduto para importar gás da Venezuela. Silveira confirma o adiamento da reunião do CNPE para 19 de março e promete regulamentação para o primeiro leilão de eólicas offshore. ***Locução gerada por IA

Three commercial ships were damaged by 'unknown projectiles' in the Strait of Hormuz, as 32 members of the International Energy Agency agree release of largest ever oil reserves. The IEA said it will release 400 million barrels of oil from emergency reserves to tackle rising prices. Israel says it has launched a new waves of strikes on Iran and Lebanon. It says the attacks targeted infrastructure across Iran, as well as Hezbollah sites in the Lebanese capital, Beirut. Iran strikes targets in Saudi Arabia, the UAE and Kuwait. Israeli territory has also been hit. Also, the BBC reports on Russian intelligence sabotage attacks on countries allied with Ukraine and, computer scientists warn future robots could reflect life only from a male perspective as so few women work in AI design.The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment.Get in touch: globalpodcast@bbc.co.uk

Our analysts Andrew Sheets and Martijn Rats discuss why a prolonged disruption of oil flow through the Strait of Hormuz would be unprecedented—and nearly impossible for the market to absorb.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley.Martijn Rats: I'm Martijn Rats, Head of Commodity Research at Morgan Stanley.Andrew Sheets: Today on the program we're going to talk about why investors everywhere are tracking ships through the Strait of Hormuz.It's Wednesday, March 11th at 2pm in London.Andrew Sheets: Martijn, the oil market, which is often volatile, has been historically volatile over the last couple of weeks following renewed military conflict between the United States and Iran.Now, there are a lot of different angles to this, but the oil market is really at the center of the market's focus on this conflict. And so, I think before we get into the specifics, I think it's helpful to set some context. How big is the global oil market and where does the Persian Gulf, the Strait of Hormuz fit within that global picture?Martijn Rats: Yeah, so the global oil consumption is a little bit more than a 100 million barrels a day. But that splits in two parts. There is a pipeline market and there is a seaborne market. And when it comes to prices, the seaborne market is really where it's at. If you're sitting in China, you're buying oil from the Middle East, all of a sudden, it's not available. Sure, if there is a pipeline that goes from Canada into the United States, that doesn't really help you all that much.Andrew Sheets: So, it's the oil on the ships that really matters.Martijn Rats: It's the oil on ships that is the flexible part of the market that we can redirect to where the oil is needed. And that is also the market where prices are formed. The seaborne market is in the order of 60 million barrels a day. So, only a subset of the 100 [million]. Now relative to that 60 million barrel a day, the Strait of Hormuz flows about 20 [million]. So, the Strait of Hormuz is responsible for about a third of seaborne supply, which is, of course, very large and therefore, you know, very critical to the system.Andrew Sheets: And I think an important thing we should also discuss here, which we were just discussing earlier today on another call, is – this is a market that could be quite sensitive to actually quite small disruptions in oil. So, can you give just some sense of sensitivity? I mean, in normal times, what sort of disruptions, in terms of barrels of oil, kind of, move markets; get investors' attention?Martijn Rats: Yeah, look, this is part of why this situation is so unusual, and oil analysts really sort of struggle with this. Look normally, at relative to the 100 million barrels a day of consumption, we care about supply demand imbalances of a couple of 100,000 barrels a day. That becomes interesting.If that, increases to say 1 million barrel a day, over- or undersupplied, you can expect prices to move. You can expect them to move by meaningful amounts. We can write research; the clients can trade. You have a tradable idea in front of you. When that becomes 2 to 3 million barrels a day, either side, you have major historical market moving events.So, in [20]08-09, oil famously fell from over 100 [million] down to something like 30 [million], on the basis that the oil market was 2-2.5 million barrel day oversupplied for two quarters. In 2022, we all thought – this actually never happened, but we all thought that Russia was going to lose about 3 million barrel day of supply. And on that basis, just on the basis of the expectation alone, Brent went to $130 per barrel. So, 2-3 [million] either side you have historically large moves. Now we're talking about 20 [million].Andrew Sheets: And I think that's what's so striking. I mean, again, I think investors, people listening to this, they can do that arithmetic too. If this is a market where 2 to 3 million barrels a day have caused some of the largest moves that we've seen in history, something that's 20 [million] is exceptional. And I think it's also fair to say this type of closure of the Strait [of Hormuz] is something we haven't seen before.Martijn Rats: No, which also made it very hard to forecast, by the way. Because the historical track records did not point in that direction, and yet here we are. The historical track record – look, you can look at other major disruptions historically.The largest disruption in the history of the oil market is the Suez Crisis in the mid-1950s that took away about 10 percent of global oil consumption. This is easily double that. So really unusual. If you look at supply and demand shocks of this order of magnitude, you can think about COVID. In April 2020, for one month, at the peak of COVID, when we're all sitting at home. Nobody driving, nobody flying. Yeah, we lost very briefly 20 million barrels a day of demand. Now we're losing 20 million barrels a day of supply. So, look, the sign is flipped, but it's in the same order of magnitude. And yeah, these are unusual events that you wouldn't actually, sort of, forecast them that easily. But that is what is in front of us at the moment.Andrew Sheets: So, I think the next kind of logical question is if shipping remains disrupted, and I'd love for you to talk a little bit about, you know, you're sitting there with satellite maps on your screen tracking shipping, which is – a development. But, you know, what are the options that are available in the region, maybe globally to temporarily balance this supply and create some offset?Martijn Rats: Yeah. So, like of course when we have a big disruption like this one, of course the market is going to try to solve for this. There are a few blocks that we can work with. I'll run you through them one by one, including some of the numbers. But very quickly you arrive at the conclusion that this is; this puzzle – we can't really solve it.Like in 2022, the market was very stressed. We thought Russia was going to lose 3 million barrels a day of supply, but we could move things around in our supply demand model. Russia oil goes to China and India. Oil that they buy, we can get in Europe, we can move stuff around to kind of sort of solve a puzzle.This puzzle is very, very difficult to solve. So, through the Strait of Hormuz, 15 million barrels a day have crude, 5 million barrels a day of refined product, 20 million barrels a day in total. What can we do?Well, the biggest offset, is arguably the Saudi EastWest pipeline. Saudi Arabia has a pipeline that effectively allows it to ship oil to the Red Sea at the Port of Yanbu, where it can be evacuated on tankers there. That pipeline has a capacity of 7 million barrels a day. We think it was probably already flowing at something like 3 million barrels a day. So, there's probably an incremental 4 [million] that can become available through that. That's the biggest block, that we can see of workaround capacity, so to say.After that the numbers do get smaller. The UAE has a pipeline that goes through Fujairah that's also beyond the Strait of Hormuz. We think there is maybe 0.5 million barrel a day of capacity there. Then you're basically, sort of, done within the region, and you have to look globally for other sources of oil.If there are sanctions relief, maybe on Russian oil, you can find a 0.5 million barrel day there. Here, there and everywhere. 100,000 barrels a day, 200,000 barrels a day. But the numbers get…Andrew Sheets: It's still not… So, if you kind of put all of those, you know, kind of, almost in a best-case scenario relative to the 20 million that's getting disrupted.Martijn Rats: If you add another one or two from a massive SPR release, the fastest release from SPR…Andrew Sheets: That's the Strategic Petroleum Reserve.Martijn Rats: Yeah, exactly. Earlier today, we got an announcement, that the IEA is proposing to release 400 million barrels from Strategic Reserve across its member countries. That is a very large number. But – and that is important. But more important is how fast can it flow because the extraction rate from these tanks is not infinite. The fastest ever rate of SPR release is only 1.3 million barrels a day. Now, maybe the circumstances are so extraordinary, we can do better than that and we can get it to 2 [million]. But beyond that, you're really in very, very uncharted territory.So maybe in the region, work around sanctions relief, SPR release, we can probably find like 7 million barrels a day out of a problem that is 20 [million]. You're left with another 13 [million]. The 13 [million] is four times what we thought Russia would lose. So, you're left with this conclusion: Look, this really needs to come to an end.Andrew Sheets: And the other rebalancing mechanism, which again, you know, when we come back to markets and forecasting, this is obviously price. And, you know, you talk about this idea of demand destruction, which I think we could paraphrase as – the price is higher so people use less of it and then you can rebalance the market that way.But give us just a little sense of, you know, as you and your team are sitting there modeling, how do you think about, kind of, the price of oil? Where it would need to go to – to potentially rebalance this the other way.Martijn Rats: Yeah, that price is very high. So, what it's a[n] really interesting analysis to do is to look at the historical frequency distribution of inflation adjusted oil prices.You take 20 years of oil prices. You convert it all in money of the day, adjusted for inflation, and then simply plot the frequency distribution. What you get is not one single bell curve centered around the middle with some variation around the midpoint. You get, sort of, two partially overlapping bell curves.There is a slightly larger one, which is, sort of, the normal regime. Lower prices, 60, 70, 80 bucks. There's a lot of density there in the frequency distribution, that's where we are normally. What's interesting is that actually, if you go from there to higher prices, there are prices that are actually very rare in inflation adjusted terms.Like a [$] 100-110. In nominal terms, we might feel that that has happened. In inflation adjusted terms, these prices are extremely rare. They are way rarer than prices that live even further to the right. [$]130, 140.The oil market has this other regime of these very high prices. If you go back in history, when did those prices prevail? They always prevailed in periods where we asked the same question. What is the demand destruction price? And yeah, to erode demand by a somewhat meaningful quantity, yeah, you end up in that regime. These very high prices, like [$]130. And it's… It's not a gradual scale. You sort of at one point shoot through these levels and that's where you then end up.Andrew Sheets: It's quite, quite serious stuff.Martijn Rats: Well, yeah. Also, because we can casually say in the oil market, ‘Oh, demand erosion has to be the answer.' But we don't erode demand in isolation. Like, you know, diesel is trucking. Yeah, jet is flying. NAFTA is petrochemicals.Andrew Sheets: These are real core parts of economic activity.Martijn Rats: It's all GDP.Andrew Sheets: So maybe Martijn, in conclusion, let me give you a slightly different scenario. Let's say that the conflict goes on for another couple of weeks, but then there is a resolution. Traffic goes back to normal. Walk us through a little bit of what that would mean. You know, kind of how long does it take to get back to normal in a market like this?Martijn Rats: Yeah. So, if you say, weeks, I would say that is an uncomfortable period of time actually.Andrew Sheets: Feel free to use a slightly different scenario.Martijn Rats: If you say days. Let's say next week something happens, the whole thing comes soon to end. Look, then we will have logistical supply chain issues. But look, we can work through that.There is at the moment somewhat of an air pocket in the global oil supply chain. There should be oil tankers on their way to refineries for arrival in April and May that currently are not. So, we will have hiccups and things need to be rerouted and we draw on some inventories here or there, but… And that will keep commodity prices tense, I would imagine. The equity market will probably look through it.We'll have a month or six weeks, not more than two months, I would imagine of logistical issues to sort out. Look, of course, if that, you know, doesn't happen, then we're back in the scenario that we discussed. But yeah, look, that that's equally true. If it's short, we can sort of live with a disruption.Andrew Sheets: It's fair to say that this is a situation where days really matter, where weeks make a big difference.Martijn Rats: Oh, totally. Look, the oil industry has built in various, sort of, compensatory measures, I think. You know, inventories along the supply chains. But nothing of the scale that can work with this. I mean, this is truly yet another order of magnitude.Andrew Sheets: Martijn, thank you for taking the time to talk.Martijn Rats: My pleasure.Andrew Sheets: And thank you as always for your time. If you find Thoughts on the Market useful, let us know by leaving review wherever you listen. And also tell a friend or colleague about us today.Important note regarding economic sanctions. This report references jurisdictions which may be the subject of economic sanctions. Readers are solely responsible for ensuring that their investment activities are carried out in compliance with applicable laws.

Stocks ticking lower, as crude oil edge higher after the IEA announced it would release a record 400 million barrels of oil to address the Iran War supply disruption. The latest developments out of the Middle East, and how global markets are responding. Plus RBC's Lori Calvasina lays out how she's navigating the volatility, and where she sees putting money to work. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On March 11 from West Palm Beach, Brian Szytel reports a mostly negative but relatively benign market day amid volatility tied to Iran, the Strait of Hormuz, and surging energy prices (Brent ~$92.77, WTI ~$88.29). February CPI came in as expected: headline +0.3% and core +0.2%, with year-over-year headline 2.4% and core 2.5%; he notes current oil moves could have lifted year-over-year inflation to ~2.8–2.9%, though de-escalation or large IEA releases could offset. He highlights shelter's lagging but cooling impact (rent measures up just 0.1–0.2%), important given shelter's 35% CPI weight versus energy's 7%. He discusses a new Fed chair in May aiming to cut short rates while shrinking the balance sheet, arguing productivity gains from AI and weaker labor data support easing. He also answers that TBG charges no extra external fees for alternative funds beyond internal fund expenses. 00:00 Market Recap and Volatility 00:44 Energy Prices and CPI Print 01:30 Oil Shock Scenarios and Offsets 02:34 Shelter Inflation Finally Cools 03:35 New Fed Chair and Rate Path 05:00 Alternative Funds Fees Explained 06:35 Wrap Up and Next Update Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

IEA agrees to release record 400 million barrels of oil to address supply disruption, President Donald Trump told Axios that the war would end soon, TODAY Beyond the Noise: Navigating Wealth in Uncertain Times with EP Wealth Advisors CFP Stephanie Richman and JD Nathan Rogers at the Don Tatzin Community Hall Lafayette Library TODAY March 11th from 6:30pm to 8:30pm

The IEA announced plans to release a record 400 million barrels of oil to help ease the Iran supply disruption, but does that leave some parts of the energy complex at risk? Inflation steady in February, but the Fed will have to reconcile high energy prices in next week's rate decision. Plus, Oracle looks to be in safer waters after its big third quarter beat. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Iran war brings new attacks on commercial ships. One-Hit Wonder Wednesday. Miami Heat star Bam Adebayo makes NBA history with 83-point game. Why people fall for conspiracy theories. IEA agrees to release record 400 million barrels of oil to address Iran war supply disruption. 

Energy markets just got a major jolt. In today's episode, we break down the latest move by the International Energy Agency (IEA) to release 400 million barrels of oil from global strategic reserves. This is one of the largest coordinated reserve actions in history—and it raises some big questions for traders and investors. Will this massive injection of supply calm volatile energy markets, or is it just a temporary bandage on a deeper geopolitical problem? With oil prices reacting sharply and global supply chains already strained, the implications reach far beyond the energy sector. We'll also look at how the move could impact Crude oil prices, inflation expectations, and broader financial markets. When governments start tapping emergency reserves, it usually means something bigger is brewing beneath the surface. If you trade commodities, equities, or macro themes, this is an episode you don't want to miss. Listen now:

2026年3月12日（木）ニュース ▲IEA加盟国32か国が石油備蓄の協調放出に合意 ▲イラン、ホルムズ海峡に十数個の機雷敷設 TEL解説：笹川平和財団上席フェロー・小原凡司 ▲東日本大震災、発生から15年　各地で「追悼の祈り」 ▲アメリカ・ロシア・ウクライナの和平協議、トルコで来週にも開催か ▲特集：『東日本大震災から15年の記憶とその先へ』 「液状化被害を受けた千葉県浦安市の復旧・復興と今後に向けた対策」 コメンテーター：東野篤子（筑波大学教授）See omnystudio.com/listener for privacy information.

Chuck Zodda and Paul Lane break down the IEA's historic 400 million barrel strategic reserve release — the largest ever — and explain why it may only buy time, not fix the global supply problem.They cover:• Why flow rate matters more than headline barrel totals• The risk of shortages in energy-dependent nations• How uncertainty itself can push prices higher• The most chaotic hour of oil trading in recent memoryPlus, in Ask Todd: life estates explained, IRA protection strategies, and what happens when you sell a home held in an irrevocable trust.Stay ahead of the markets with The Financial Exchange.

Energy markets are tense as the IEA moves toward a record oil release amid Middle East risks. Marley Kayden and Sam Vadas warn February's 2.4% CPI misses the impact of surging crude, while focus shifts to retail earnings from Dollar General (DG) and DICK'S Sporting Goods (DKS) alongside key economic data.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Liz Ann Sonders says the IEA's oil reserves release will take “a couple hundred days” to actually move to the places it's needed. She thinks the only thing that will settle the oil market is reopening shipping lanes. Liz Ann discusses how short-term traders are causing market volatility and argues rapid-fire rotation will continue. Long-term investors should reinforce their discipline, she adds. She covers her outlook for Oracle (ORCL) and the broader AI sector, and whether the Fed will move to cut rates this year.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

IEA agrees to release record 400 million barrels of oil to address supply disruption, President Donald Trump told Axios that the war would end soon, TODAY Beyond the Noise: Navigating Wealth in Uncertain Times with EP Wealth Advisors CFP Stephanie Richman and JD Nathan Rogers at the Don Tatzin Community Hall Lafayette Library TODAY March 11th from 6:30pm to 8:30pmSee omnystudio.com/listener for privacy information.

Today's top stories, with context, in just 15 minutes. On today's podcast: 1) The International Energy Agency is proposing a release of emergency oil reserves, according to a person with knowledge of the matter, as governments seek to contain a spike in energy prices driven by the Middle East war. It was not immediately clear whether the IEA proposal was formal and included specific amounts for member nations. While countries have so far agreed in principle to inject more oil into the market if needed, it is not evident that all believe that the situation is yet urgent enough to make that move. The person, who asked not to be named because discussions are not public, did not provide a figure. The Group of Seven nations said on Wednesday that they supported, in principle, “proactive measures” including the release of strategic reserves, though they did not provide details on the scale of a potential intervention. 2) Energy markets whipsawed for a second consecutive day as investors raced to interpret rapidly shifting comments from the Trump administration over the war in Iran. Oil prices plummeted after Energy Secretary Chris Wright erroneously posted — and then deleted — a message that the US Navy had escorted an oil tanker through the Strait of Hormuz. White House Press Secretary Karoline Leavitt subsequently conceded no such operation had occurred, while adding the US military was “drawing up additional options” to address any attempt by Iran to constrain trade through the vital artery. Later Tuesday, President Trump posted his own flurry of messages on social media. First, he insisted the US had “no reports” of mines being placed, but then urged Iranian forces to remove any explosives they may have laid. 3) Oracle Corp. shares gained in extended trading after the company posted strong results and gave an outlook that suggested there is little letup in demand for AI computing. Revenue in Oracle’s closely watched infrastructure business increased 84% to $4.9 billion in the period ended Feb. 28, the company said Tuesday in a statement. That marked a faster jump than the 79% anticipated by analysts and a 68% sales rise in the previous quarter. The company is working to deliver on massive cloud infrastructure contracts with customers like OpenAI and Meta Platforms Inc. Known for its namesake database software, Oracle has found success with its cloud business by providing chip-filled data centers and other equipment for training and deploying AI models.See omnystudio.com/listener for privacy information.

The IEA with a historic decision to release 400 million barrels of oil from its strategic reserves. The impact for the markets and energy prices. Plus, what's behind the massive move in Oracle shares as the street reacts to results and upbeat guidance. And Meta unveiling plans for its new in-house chips as it looks to expand on the data center buildout. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil prices swing after the White House says the U.S. Navy did not escort a tanker through the Strait of Hormuz. The denial corrected a now-deleted social media post by Energy Secretary Chris Wright. The IEA reportedly proposes the largest-ever release of oil reserves as the Iran conflict continues to restrict the movement of global supplies. In autos news, Porsche narrowly misses FY sales expectations and says it will now streamline itself, pivoting away from EVs and overhauling its product line-up. Meanwhile, Renault Group CEO, François Provost, tells CNBC he still believes electric cars are the future.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The International Energy Agency has recommended a release of 400 million barrels of oil from stockpiles, the largest such move in its history. The IEA said all 32 member countries backed the release.

APAC stocks traded higher as the recent easing of oil prices helped the region shrug off the lacklustre lead from Wall Street and reports of Iran beginning to lay mines in the Strait of Hormuz.US intelligence began to see indications that Iran is taking steps to deploy mines in the Strait of Hormuz shipping lane, according to CBS.US Energy Secretary Wright posted that the US Navy had escorted an oil tanker through the Strait of Hormuz, although this post was later deleted, and a White House official clarified that this wasn't true.UKMTO received a report that a cargo vessel was hit by an unknown projectile in the Strait of Hormuz, which has resulted in a fire on board, while the crew are evacuating the vessel.The IEA meeting on Tuesday ended with no decision on a crude stockpile release; WSJ reported that the IEA proposed the largest ever release of oil from strategic reserves (no figures mentioned), with countries to decide today on whether to release oil stocks.Looking ahead, highlights include German HICP Final (Feb), US CPI (Feb), OPEC MOMR. Speakers include ECB's de Guindos & Schnabel, BoE's Breeden & Fed's Bowman, Supply from Germany & the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The IEA has proposed the largest ever release of oil from its strategic reserves, with Bloomberg reporting around 300-400mln barrels to be released. Separate reporting stated that the volume in the first month of the release of oil reserves would exceed 100mln barrels. Crude rises as geopolitics show no real signs of abating; copper falls as sentiment deteriorates.European equities entirely in the red, Rheinmetall disappoints despite increased need for defence; US equity futures continue to consolidate.DXY flat heading into CPI, AUD outperforms as more banks forecast a hike next week.Hawkish ECB speak drives EGBs lower; packed UK agenda ahead.Looking ahead, highlights include US CPI (Feb), OPEC MOMR, IEA recommendation, G7 call. Speakers include ECB's Schnabel & Fed's Bowman, Supply from Germany & the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Daniel Lam discusses the US CPI overnight, the transmission mechanism of oil prices on upcoming CPI releases, the effectiveness of the IEA release of strategic oil reserves and how investors should be positioning their portfolios. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Trump says the war is "over soon," but the US Navy is neutralizing mines in the world's most critical oil choke point. Today, the Nifty crashed to 23,867 as the Middle East conflict reached a fever pitch. In this evening's podcast, Sanket Bendre decodes the "Sea War" and the UAE's missile interceptions that have kept global markets on edge. We also look at the IEA's record-breaking oil release—is it enough to save your portfolio from a total meltdown?

Trump says the war is "over soon," but the US Navy is neutralizing mines in the world's most critical oil choke point. Today, the Nifty crashed to 23,867 as the Middle East conflict reached a fever pitch. In this evening's podcast, Sanket Bendre decodes the "Sea War" and the UAE's missile interceptions that have kept global markets on edge. We also look at the IEA's record-breaking oil release—is it enough to save your portfolio from a total meltdown?

Oil prices plunging as the President signals a potential end to the conflict in Iran and news from the IEA... Evercore's Krishna Guha broke down how to trade it with anchors Carl Quintanilla, Sara Eisen, and Michael Santoli. Plus: why longtime tech investor Ben Reitzes says to not trust software stocks as they see pressure in the early trade... and more on what to do with Oracle ahead of results tonight.    Also in focus: a read from the ground on what a closed Strait of Hormuz means for the global economy with the CEO of logistics company Flexport. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The International Energy Agency is meeting in Paris to discuss the release of strategic oil reserves in a bid to bolster supplies and calm energy markets as the US-Israel war with Iran ends the 11th day. Sam Fenwick hears from the former head of oil industry and markets at IEA, Neil Atkinson.(Picture: A person pumps gas at a Shell gas station in Alexandria, Virginia, USA, 05 October 2022. Credit: MICHAEL REYNOLDS/EPA-EFE/REX/Shutterstock)

澳洲原油儲備制度為何？能源安全有否結構性問題？為何澳洲一直未達「IEA 國家戰略儲備標準」的目標水平？

What is lifestyle economics and why does it matter? The IEA's Christopher Snowdon is a fun-loving political thinker and explains his opposition to puritanism, why we should have more freedom and what that would mean for our policies on smoking, alcohol, gambling and the very existence of the NHS. Also... what are ultra-processed foods and are they necessarily bad? THE POLITICAL PARTY LIVE9 March: Zack Polanski30 March: Lisa Nandy 20 April: Shabana Mahmoodhttps://nimaxtheatres.com/shows/the-political-party-with-matt-forde/SIGN UP to Matt's mailing list to get free audience tickets to his Radio 4 series:https://www.mattforde.com/mailing-list SEE Matt's brand new stand-up tour 'Defying Calamity' across the UK:https://www.mattforde.com/live-shows Hosted on Acast. See acast.com/privacy for more information.

It's 2026 and we're back, baby! Clearly not much has been happening in the world since we left you appreciating the one liners of dreamy cult classic The Princess Bride, so this we'll keep brief. HA! Your intrepid hosts cast our sights beyond the binfire of domestic politics for a moment to the latest international institution to draw the ire of the Trump administration - this week featuring the International Energy Agency! The IEA's recent biennial ministerial gathering in Paris last week saw the US demand climate be dropped as a priority – and specifically that net zero scenarios be dropped from their projections – Or Else! In this case, Or Else means a US withdrawal along with their dollars. Will the IEA succumb to these demands? Your intrepid hosts think unlikely, but Australia and other countries will need to stand firm and/or pick up more of the tab. Our main course The folks at The Superpower Institute must have known the LMSU crew leapt into 2026 ravenous for climate content and oh boy, did they deliver. Their recent paper, ‘The Case For Pricing Pollution,' authored by 2025 Wonky Award winner Reuben Finighan and Ingrid Burford packs not one BUT TWO big ideas for your intrepid hosts to digest. A ‘Polluter Pays Levy' would see a price on carbon applied to fossil fuel production/supply with price eventually pegged to the EU ETS, combined with a ‘Fair Share Levy', a two-way cashflow tax of 40% on oil and gas (but mostly gas) producers, replacing the current and not effective Petroleum Resource Rent Tax. In other words: don your meat dress, crank One Direction, and tax rents and carbon while planking. YOLO (again)! Why has TSI ‘gone there'? we can hear you gentle listeners ask. We are not on track to meet our net zero commitments, structural budget deficits demanding spending restraint in the face of growing costs attached to worthy social supports, and weak productivity suggests the need for a more efficient way to price carbon and raise revenue ($35.6 Bn a year out to 2050 is big dollars). This report is a bold provocation, aiming to stimulate discussion ahead of the 2026/27 Safeguard Review to suggest it's time to revisit the policy that until recently dared not speak its name. Your intrepid hosts welcome the provocation and thinks there may be multiple ways to skin the carbon price cat. Also, this should definitely have been two papers. Kthnxbye. One more things Tennant's One More Thing is: another obscure but entertaining pop culture find: V: The Original Miniseries. Available we're not sure where. You're welcome! Frankie's One More Thing is: a strange and unexpected role reversal as she plugs the long-awaited, much lusted after in one T Reed's heart, the final report from the Government's carbon leakage review! Slipped out the same day as #LibSpill2026 no less. TL;DR is: do the CBAM! (and not much change from draft report). Luke's One More Thing is: the currently-showing-in-theatres-Baz-Luhrmann-spectacular “EPiC: Elvis Presley in Concert”. Stitched together from footage of different Elvis concerts over time, Luke reckons even if you're not a hunk of burning love for Elvis before seeing this, you might be after.  And we throw in a cheeky plug right at the end for Climate Action Week Sydney! Get on it! And that's it for now, Summerupperers. There is now a one-stop-shop for all your LMSU needs: head to letmesumup.net to support us on Patreon, procure merch, find back episodes, and leave us a voicemail!

In this episode, I explain why a successful launch actually begins before you start promoting it. I introduce the often-missed pre-launch phase and share how warming up your audience in advance makes your promotion, live delivery, and sales stages far more effective. I walk through two key questions to shape your pre-launch content — what your audience needs to understand first and what objections you need to address — so you can bring them to the same starting line and turn cold prospects into warm, ready-to-buy participants. 3 Key Takeaways: Your launch starts before promotion If you only begin nurturing your audience when you announce your webinar or challenge, you've missed a critical opportunity to prepare them to say yes. Pre-launch content removes friction By answering what they need to understand and addressing objections early, you reduce resistance before you ever sell. Get them to the same starting line Strategic pre-launch content ensures your audience is informed, aligned, and ready — making your promotion and sales phase significantly more powerful. LINKS TO RESOURCES MENTIONED IN TODAY'S EPISODE Connect with Teresa on Website, (Grow, Launch, Sell), Sign up to Teresa's email list,  Instagram, LinkedIn, or Facebook, Subscribe to my Youtube Transcript Most people think that a launch starts at the point where they open the doors to their launch experience. IEA webinar. Or a masterclass. Or a bootcamp. But actually your launch starts way before then, and today I'm gonna share with you one of the things that you can do prior to your launch to ensure that your launch is even more successful than it is already. If you are new round here, my name is Theresa Heath wearing and I work with course creators, membership owners and coaches, and I help them grow their online businesses and sell in a way that feels really authentic to them. Today we are gonna be touching on something that lots of online business owners miss out and it's at the detriment of their launches. You see, when most people talk about launching, they tend to talk about three distinct phases of the launch. Phase one is the launch phase. This is where you are promoting your bootcamp, your challenge, your webinar. [00:01:00] Then you have the live launch. That is when you are delivering the webinar or you are delivering the bootcamp, and then you have the sales phase, which is the bit where the doors open and you start selling. But what people are missing is right at the beginning, there's another. Phase, and I call this the pre-launch phase. And this phase is as important, if not more important than some of the other phases because this is where you are getting them ready to actually

Powering AI 2.0 is no longer just a technology story — it's an energy and infrastructure story reshaping capital markets and the global economy. As artificial intelligence scales from training to real-world inference, electricity demand is accelerating at a pace few anticipated.In this episode of The Bid, host Oscar Pulido is joined by Will Su from BlackRock's Fundamental Equities Group to examine how Powering AI 2.0 is transforming utilities, natural gas markets, renewables, and nuclear power. With data centers expanding rapidly and gigawatt-scale facilities coming online, the AI build-out is driving a structural shift in U.S. electricity demand after more than a decade of stagnation.Will explains why the energy sector sits at the center of AI investing. From the rise of “bring your own power” models to the growing role of natural gas as a dispatchable, scalable fuel source, the infrastructure required to support AI represents one of the largest capital investment cycles in modern history. The conversation also explores renewables, battery storage, and nuclear power — including the limits of restarts and the long timeline for new reactor construction.Key moments:00:00 Introduction Power Is Knowledge: AI's Exponential Energy Appetite02:31 From Tokens to ‘Yottaflops': Why Smarter Models Need More Electricity05:04 Training LLMs vs. Inference: The Next Wave of AI Power Demand06:45 Data Centers at City Scale: How Big Is the Load?11:15 Bring Your Own Power (BYOP): Why Natural Gas Is Back in Focus16:04 Renewables Reality Check: Solar Momentum, Wind Headwinds, and Batteries19:14 Nuclear's Comeback - Restarts Now, New Builds Later21:26 Can AI Beat Humans at Investing? Man + Machine as the Edge23:33 Wrap-Up, What's NextKey insights from this episode:· Why natural gas has emerged as a key “here and now” fuel for AI infrastructure· How renewables and battery storage fit into the AI electricity mix· The long-term outlook for nuclear power and reactor construction· What “bring your own power” means for hyperscalers and utilities· How electrification and reshoring intersect with AI investing· Why the relationship between compute and energy is reshaping stock market trendsPowering AI 2.0, AI investing, infrastructure, capital markets, energy transition, utilities, stock market trends, megaforcesSources: “From CES 2026 to Yottaflops: Why the AMD Keynote Highlights a Turning Point for AI Compute”, AMD 2026; “The Industrial Revolution, coal mining, and the Felling Colliery Disaster”, Lancaster University, 2026; Bureau of Economic Analysis data 2026; “Stargate's First Data Center Site is Size of Central Park, With At Least 57 Jobs”, Bloomberg 2026; “Energy Demand from AI”, IEA 2026; “Scaling bigger, faster, cheaper data centers with smarter designs”, McKinsey 2025; EEI 2024 Review; “Data Centers Ditching the Power Grid, Mark Carney's Viral Speech, and Some Joy”, Clearview Energy; “2024 North American Energy Inventory”, IER;This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In recognition of NAPE week in Houston, we are delighted to welcome back David Bat, President of Kimberlite Research, to explore the latest OFS activity, trends, and technologies. David brings more than 30 years of experience spanning upstream, power, and oilfield research. Prior to joining Kimberlite in 2015, he served as VP and General Manager of Constellation New Energy, President of Welling & Company, and President of Stream-Flo USA. He began his career as a geologist with Chevron. Kimberlite is an international oilfield research firm that draws on insights from more than 20,000 hours of annual interviews with industry professionals to analyze market trends and benchmark performance for oilfield equipment and service providers. We were excited to hear David's perspective and latest insights. In our conversation, we cover Kimberlite's research model, the data it captures from operators, and how the firm uses AI as an enabling tool. David shares Kimberlite's 2026 operator sentiment and activity outlook and highlights regional hot spots for expansion (including Latin America, the Middle East, Norway, and West Africa) and discusses key technologies improving recovery and efficiency, as well as the runway for further gains. We compare international versus North American market structure, noting that the “Big Four” hold roughly 80% share across much of the international/offshore oilfield services market, while North America is highly fragmented with many specialty providers. We touch on the Permian as a global incubator for innovation, the Haynesville as a proving ground for high-temperature tools, David's longer-term outlook for the Lower 48 Tier 1 runway, operator-to-operator differences in service outcomes, and supplier performance dispersion and benchmarking, with performance and fit varying by basin. We explore upstream digital transformation strategies, why domain expertise matters for applying AI, hydraulic fracturing digital dynamics, and where digital value is expected to emerge, especially in production optimization. We also cover why consolidation is viewed as desperately needed in oilfield services yet hard to execute, Canada's market dynamics, and the strong demand for qualified personnel and quality equipment in international and offshore markets. David shares his exploration outlook, potential drivers of improved recoveries, newer tech players, and Kimberlite's Net Promoter Score (NPS) work, which he says correlates strongly with future financial performance and competitive strength; fewer than 10% of the OFS companies Kimberlite tracks exhibit truly distinguishing, scalable, "elite" customer-focused characteristics. A few select slides from David's presentation are linked here. It was a wide-ranging discussion and we're grateful to David for sharing his expertise with us all. Mike Bradley kicked off the discussion by noting that the 10-year U.S. bond yield appears to have stabilized in the 4.0% to 4.10% range after plunging last week on a cooler-than-expected January CPI report. In crude markets, WTI price has been stuck over the last several weeks between $60-$65/bbl and inched a little lower to start this week (~$62/bbl) following reports that Iran and the U.S. have a “general agreement” on the basis for a potential nuclear deal, which could eventually lead to an ease in Iranian sanctions. An agreement in the next couple of weeks could lead to an additional pullback in oil prices if the oil market narrative shifts away from a modest “war premium” towards the IEA's 2026 global “oil glut” (~3.7mmbpd) narrative. On the natural gas front, he highlighted that the recent Arctic-driven winter premium for prompt gas price (~$3.00/MMBtu) and 12-month strip (~$3.50/MMBtu) have been completely u