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Andreas Steno is back flying solo again to answer the question that matters most for markets right now: Is the oil still flowing? Andreas examines what we actually know about energy flows through the Strait of Hormuz, how oil markets have responded, and why the feared supply shock never materialized. oday's sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you're a seasoned trader in the Futures arena or brand new, Plus500's user-friendly trading platform offers you the advanced tools, market insights, and quick execution you've been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50.01:00 - Macro Mondays: Is the Oil Still Flowing? What Markets Need to Know 03:22 - Strait of Hormuz Reopens? What the Shipping Data Really Shows05:25 - Oil, Jet Fuel, and Fertilizer Prices Are Rolling Over Fast07:51 - Falling Inflation Changes the Entire Macro Regime09:24 - Why Central Banks Still Haven't Caught Up to the Disinflation Shift13:17 - Anthropic Export Curbs and the New AI Arms Race17:51 - SpaceX IPO Mania and What It Says About Risk Appetite19:55 - IPO Boom, Liquidity, and Why This Cycle May Still Have Room to Run22:45 - South Korea Exports and Why Semiconductors Still Look Strong17:15 - Defining Therapeutics, Psychedelics, and the Next Big Micro Trade19:35 - MicroStrategy, Bitcoin Risk, and What Actually Matters Now Learn more about your ad choices. Visit podcastchoices.com/adchoices
Andreas Steno is back flying solo again to answer the question that matters most for markets right now: Is the oil still flowing? Andreas examines what we actually know about energy flows through the Strait of Hormuz, how oil markets have responded, and why the feared supply shock never materialized.01:00 - Macro Mondays: Is the Oil Still Flowing? What Markets Need to Know 03:22 - Strait of Hormuz Reopens? What the Shipping Data Really Shows05:25 - Oil, Jet Fuel, and Fertilizer Prices Are Rolling Over Fast07:51 - Falling Inflation Changes the Entire Macro Regime09:24 - Why Central Banks Still Haven't Caught Up to the Disinflation Shift13:17 - Anthropic Export Curbs and the New AI Arms Race17:51 - SpaceX IPO Mania and What It Says About Risk Appetite19:55 - IPO Boom, Liquidity, and Why This Cycle May Still Have Room to Run22:45 - South Korea Exports and Why Semiconductors Still Look Strong17:15 - Defining Therapeutics, Psychedelics, and the Next Big Micro Trade19:35 - MicroStrategy, Bitcoin Risk, and What Actually Matters Now#macro #andreassteno #macromondays #realvision
Jet fuel prices have been soaring since the start of the war in Iran, but are finally on their way down. While they're still above pre-war levels, the global jet fuel price fell by just over five percent last week, according to figures from the International Air Transport Association. Sounds Air managing director Andrew Crawford spoke to Ingrid Hipkiss.
Friday 12 June 2026 30,000 Aussie investors apply to be part of the SpaceX launch that hits Wall Street tonight. Australia is set to buy jet fuel and fertiliser from China as the Middle East conflict worsens Football’s World Cup kicks off potentially the biggest betting event in US history Retailer Rebel’s big plans to own sport Jim Chalmers says tax changes will be good for productivity We’re running a short survey to hear from you, with the team at Fonto. It only takes a few minutes, and you can be in the running to win a $3,000 Luxury Escapes voucher. Hit follow on the podcast so you don’t miss the latest news, and join our free daily newsletter here And don’t miss the latest episode of How Do They Afford That? - property investing for passive income. Get the episode from Apple, Spotify or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
In a world where the cost of living is skyrocketing, one industry is feeling the pinch more than any other: aviation. This week, our host dives into the impact of rising jet fuel prices on airlines and the broader economy. From the devastating effects on airline profits to the ripple effects on food prices, the consequences are far-reaching.The recent surge in jet fuel prices has sent shockwaves through the industry, with airlines cutting capacity and raising fares to keep up. But it's not just the airlines that are feeling the pinch – the average price of diesel has also skyrocketed, hitting a staggering $5.64 per gallon. This has a direct impact on the food industry, with companies that rely on diesel for refrigeration and transportation facing significant increases in costs.The host also touches on a more serious topic: the Department of Justice's recent efforts to denaturalize individuals who obtained citizenship through fraud. With 17 cases currently underway, the host argues that this is a long-overdue step in enforcing immigration law and holding individuals accountable for their actions. But is this a case of the government overreaching, or is it a necessary measure to protect the integrity of the naturalization process?Tune in to this episode to hear the host's take on the complex issues surrounding jet fuel prices, the economy, and the Department of Justice's efforts to denaturalize individuals who obtained citizenship through fraud.See omnystudio.com/listener for privacy information.
Prime Minister Mark Carney says he uses AI – and he's hoping more Canadians will soon use it too. Carney unveiled his government's long-awaited strategy on artificial intelligence. It includes spending up to $2 billion to maximize the benefits, prevent the harms, and give Canada more control over how our data is used.And: Scaling up on AI means more data centres. Canada has just five large scale centres so far, and there are plans for nearly 100 more… but there's pushback in Alberta, where most of the centres are being planned.Also: There apparently IS enough aviation fuel for flights. That message is now coming from some major airlines, weeks after scarce supply warnings prompted thousands of flight cancellations.Plus: Lebanon-Israel ceasefire, Alberta separation and treaty rights, and more.
So, the fifth month of 2026 is complete - and it was another one dominated by the impacts of the US/Israel war in Iran/Lebanon. This week, Gary and Hannah recap May's top 8 travel takeaways from across ASEAN and beyond with stopovers in Vietnam, Malaysia, Indonesia, Singapore, Thailand, the Philippines and Cambodia, plus China, India and the UK. En route, we discuss flight route cuts across South East Asia, China, Japan and South Korea, and look at whether plans for an ASEAN reserve stockpile of crude oil would ease future jet fuel shocks. Meanwhile, visitor arrivals slowed in key markets and cratered in Cambodia and currency values fell sharply in Indonesia and Thailand. On a brighter note, carriers in Singapore and Malaysia are seeing growth on routes with Australia and Europe. Plus, we assess the surge of Indian tourists to Vietnam, and address the potential benefits of Xiaohongshu's impressive tourism tie-up in Singapore .
The disruption to flows through the Strait of Hormuz is rapidly reshaping the Asian jet fuel market at a critical juncture, just as seasonal demand accelerates ahead of the peak summer travel period. As one of the world's most important energy chokepoints, the Strait has long facilitated the movement of significant volumes of Middle Eastern jet fuel. The loss of these flows is now forcing market participants to reassess supply security, trade routes, and pricing dynamics across the region. In this episode of the Platts Oil Markets Podcast, Jonathan Nonis, associate editorial director, is joined by members of the global editorial team — Lee Shu Ling and Aruni Sunil — to examine how the disruption is translating into the physical market. They explore the extent to which supply dislocations are tightening regional balances, the adjustments in trade flows and inventory strategies, and the emergence of demand destruction. They also look at how key benchmarks — including FOB Arab Gulf and FOB Singapore jet fuel, as well as the East-West arbitrage — are responding to tighter supply conditions.
Pastor Josh Shideler continues through the letter of Titus. This week: "Let Christ's past grace and future glory fuel your present."
After President Trump's meeting with President Xi in Beijing, U.S. Ambassador to China David Perdue, who was in the room with both leaders, discusses the trade agreements between nations and America's stance on Taiwan. The largest low-cost air carrier on the European continent RyanAir says it's well hedged amid a global jet fuel crunch, but CEO Michael O'Leary warns that other airlines may face pricing challenges through the end of the summer. Plus, there's a run on Swatch watches, and Berkshire Hathaway's 13F is out, offering a peek at Greg Abel's first decisions as CEO. David Perdue - 16:28 Michael O'Leary - 33:33 In this episode: Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Bond markets around the world spike with the U.S. 10-year Treasury yield hitting its highest level in 15 months as inflation concerns persist. We are live in Paris where G7 finance ministers and central bank governors are meeting with the global sell-off set to dominate discussions. Crude oil prices rise once again after U.S. President Donald Trump warns Iran ‘the clock is ticking' over peace talks. We speak to Ryanair CFO Neil Sorahan who says that despite rising jet fuel costs the airline is well placed to avoid any dramatic summer travel scenarios. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The war in Iran, and its aftermath, threatens to cause widespread disruption to airlines while jet fuel prices could make summer holidays more expensive. What could it mean for summer holidays? Hosted on Acast. See acast.com/privacy for more information.
Are flights across the world about to be grounded? Is a terrible war about to create an unlikely good news story for the climate? As conflict in the Middle East threatens the Strait of Hormuz, jet fuel shortages are forcing aviation to confront a structural vulnerability it has spent decades avoiding.This week, Tom Rivett-Carnac, Christiana Figueres and Paul Dickinson examine what the shortage reveals: aviation's near-total dependence on fossil fuels, the structural reasons it has proved so hard to break, and whether it's ever going to be possible to fix. They speak with Karel Bockstael and Roxanne van Rijn, former aviation insiders who co-founded Call Aviation to Action, a movement designed to reach the industry's senior leaders and push for much-needed change. They explain why kerosene remains the only viable option for long-haul flight, how thin margins trap airlines into opposing the very regulation they need, and why this fuel shock may be the scarcity event that finally forces the model to shift. Could this crisis become aviation's turning point? And in a world where up to 80% of people have never set foot on a plane - and 1% account for half of all aviation emissions - what would a truly fair future for flight actually look like?Learn More:✈️ Explore Call Aviation to Action - the movement co-founded by Karel and Roxanne and others, pushing for industry-wide transformation from within
Delta Air Lines Chief Executive Officer Ed Bastian said rising jet fuel costs and Spirit Airlines’s collapse are accelerating a divide in the industry between carriers catering to premium travelers and those competing primarily on price. He speaks with Bloomberg's Caroline Hyde. See omnystudio.com/listener for privacy information.
Since the Iran war broke out, the Strait of Hormuz has effectively been blocked. The Strait is one of the world's busiest oil shipping routes - leading to fears about shortages of jet fuel. Prices for aviation fuel more than doubled after the war began, and the cost of some plane tickets has gone up dramatically. In May 13,000 flights were cut from schedules. And European travel operator Tui says its customers are appearing more cautious about booking summer holidays due to the Iran war.Loads of people have questions about jet fuel shortages, airlines cancelling flights, and if jet fuel could run out. This has also sparked a conversation about sustainability, with people asking if reducing flights could have a positive impact on the climate, as well as whether eco-fuel could replace jet fuel. In this episode we sit down with BBC business reporter Emer Moreau to answer all your burning questions about jet fuel shortages. Instagram: @bbcwhatintheworld Email: whatintheworld@bbc.co.uk WhatsApp: +44 330 12 33 22 6 Presenter: Hannah Gelbart Producers: Mora Morrison, Baldeep Chahal and Benita Barden Video Producer: Baldeep Chahal Editor: Verity Wilde
The airline said its cutting 5 percent of routes and consolidating others - with a full-year pre-tax loss of almost 400 million dollars.
A quick update from Katy on two things affecting Italy travelers right now: the jet fuel crisis and the new EES biometric entry system, recorded May 12, 2026. Summary: Air France-KLM has raised fuel surcharges twice in five weeks however other airlines are quietly adding costs through baggage and seat selection fees. RyanAir and EasyJet have committed to not raise prices this summer. Katy breaks down what this means for your booking and what your rights are under EU law if your flight is canceled. She also covers the EES rollout, why it has caused missed connections in Rome and Milan, and the one simple thing you can do to avoid the same problem.Not sure where to start? Get the Untold Italy podcast guide with 315 epsiodes organized by topic.The premium Untold Italy app has ad-free access to our complete archive of 300+ episodes searchable by place and topicFOLLOW: Instagram • Facebook • YouTube GET OUR NEWS: Subscribe hereTRIP PLANNING SERVICES: Learn more hereJOIN US ON TOUR: Upcoming departuresThe Untold Italy travel podcast is an independent production. Podcast editing and audio production by Mark Hatter. Production assistance by the other
Air India's board met in Mumbai last week to discuss cost cuts, CEO succession, and whether to start charging business class passengers separately for meals and lounge access. The airline is projecting losses exceeding ₹22,000 crore for the financial year just ended, nearly double the year before. Campbell Wilson is stepping down as CEO. International flights are being cut by over 20%. Jet fuel costs are up 63% since the war on Iran began. But the crisis arrived at an airline already deep in trouble. In today's episode, we look at what was happening inside the Tata turnaround long before the war on Iran began.Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.
With the Strait of Hormuz closed for nearly 10 weeks, much of the world is running out of jet fuel and summer vacation plans could be disrupted, energy experts told Forbes. “It's not going to be a short-term issue, because it can't be easily solved,” Matt Smith, director of commodity research at Kpler, the energy data and analytics platform, told Forbes, having likened the jet fuel shortage to a “slow-motion car crash.” “We're going to be in crisis mode,” John Gradek, who teaches aviation risk management at McGill University, told Forbes, noting “the industry has never seen this before, where the actual supply of the product needed to support aviation, that pipeline, is drying up.” Learn more about your ad choices. Visit megaphone.fm/adchoices
Anthropic just teamed up with Goldman Sachs and Blackstone to launch a $1.5 billion AI venture targeting private equity-owned companies—signaling that AI monetization is moving decisively beyond Silicon Valley and into mainstream corporate finance. This is a landmark moment for understanding where the real AI money is flowing.Today's Stocks & Topics: CVS Health Corporation (CVS), Market Wrap, Domino's Pizza, Inc. (DPZ), The Arms Race for AI Capital: How Anthropic, Goldman, and Private Equity Are Reshaping Investing, Value Stocks, Invesco S&P SmallCap Energy ETF (PSCE), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Rising Cost of Jet Fuel, FactSet Research Systems Inc. (FDS), KPP Newsletter, Memory Chips Stocks.Our Sponsors:* Check out Pebl: https://hipebl.ai* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince: https://quince.com/invest* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.comAdvertising Inquiries: https://redcircle.com/brands
11/16: Michael Bernstam predicts a global oil "tipping point" by late May due to the Strait of Hormuz closure. Shortages in refined products like jet fuel and diesel are particularly critical.1690
(00:00:00) DNC 2024 Autopsy (00:05:44) Jet Fuel Prices Impact on Economy (00:12:10) Hantavirus Cruise (00:19:02) Remembering Ted Turner Craig Collins is in for Greg Corombus today, and Craig and Jim wonder why the Democratic National Committee still refuses to release its heavily-researched "autopsy" of the 2024 election and what it means that Kamala Harris is now saying the DNC should release it.Then they lament the higher price of jet fuel, the warnings from the airline industry to the Trump administration about the economic fallout from the war against Iran and closure of the Strait of Hormuz, and the forecast that higher air travel costs will last until autumn.In the crazy martini, Jim and Craig note the captain of that cruise ship with a hantavirus outbreak initially told passengers that there was nothing contagious on the ship. And finally, they say farewell to Ted Turner, a unique figure on the modern media landscape.Please visit our great sponsors:For a limited time, get two free gifts—a 360° rotating pocket pivot and a thumb drive nozzle—when you buy the Pocket Hose Ballistic; just text MARTINI to 64000, message and data rates may apply.Better plants, better growing, and an extra 20% off with code MARTINI at https://FastGrowingTrees.com/Martini for a limited time; terms and conditions may apply.Schedule a free gold strategy session with Noble Gold. Visit https://NobleGoldInvestments.com/3ML to learn how to build lasting financial security.Stop putting off those doctors' appointments and visit https://Zocdoc.com/3ML to find and instantly book a top rated doctor today.If you're looking for the missing piece-Calotren is it. Visit https://toploss.com and use code MARTINI for Free Shipping New episodes every weekday.
The energy shock is here thanks to the Israel/US war against Iran. Airline experts now warning more Airlines like Spirit Airlines could collapse. Jet Fuel shocks are now reverberating across the global air travel.
The Iran war, which began on February 28th, has disrupted air traffic routes and pushed up jet fuel prices. That much is clear. But with the war showing little sign of resolution, what is less clear is what will happen as the aviation industry grapples with inevitable fuel shortages?The disruption to aviation has been severe in the Middle East and Asia but, to date, the impact on European airlines has been relatively minimal. Flights have been cancelled and prices have risen marginally but for most, it has been a case of travelling as usual.That though could change radically and soon as jet fuel becomes scarce and the price airlines must pay for it – already 90 per cent higher than before the war began – rises even further.The industry is now talking of rationing but what might that look like?Irish Times consumer affairs correspondent Conor Pope explains.Presented by Bernice Harrison. Produced by John Casey and Declan Conlon. Hosted on Acast. See acast.com/privacy for more information.
Last week, Strategy overtook BlackRock, issuer of the world's largest bitcoin exchange-traded fund, IBIT, to become the world's largest institutional holder of bitcoin. The milestone followed yet another enormous purchase: between April 13 and April 19, according to a recent Securities and Exchange Commission filing, Strategy bought $2.54 billion worth of bitcoin, its largest acquisition since November 2024. The purchase brought the company's total holdings to 815,061 BTC—about 3.88% of bitcoin's fixed 21 million supply—currently worth around $65 billion. The only larger holder is thought to be Satoshi Nakamoto, the elusive founder of the cryptocurrency who disappeared 15 years ago. The funding for Strategy's latest bitcoin buying spree is not coming from flooding the market with common shares or convertible debt, but mainly from what traders affectionately call “Stretch,” a high-yield perpetual preferred stock the company has been issuing under the symbol STRC. Saylor, Strategy's chairman, has been touting Stretch as the critical underpinning of the next phase of his bitcoin empire. From 2020 through 2024, Strategy financed its bitcoin binge largely by selling convertible notes and issuing common stock. It was a shrewd display of financial engineering while it lasted. As bitcoin climbed and investors bid Strategy shares to eye-popping premiums over the value of the company's underlying bitcoin, Saylor could keep issuing more bonds convertible into stock and selling common shares to hedge funds and other investors anticipating a windfall. At points, the stock traded at two to three times the value of bitcoin on its balance sheet. By Nina Bambysheva, Deputy Editor Learn more about your ad choices. Visit megaphone.fm/adchoices
Global oil markets have been affected by the US Israel war with Iran, leading to higher jet fuel prices and increased attention on supply risks.But how serious is the situation? While some experts point to tightening supply chains and regional bottlenecks, others say there is no clear evidence so far of immediate shortages.Even so, the refining and distribution of jet fuel remains a potential vulnerability, as disruption can have notable impacts even when crude oil itself is available. With air travel crucial to trade and tourism, the resilience of fuel supply is a growing concern for economies and travellers. Can alternative suppliers and fuel sources help limit the impact of future disruption?This week on The Inquiry, we're asking: are countries really running out of jet fuel?Contributors Zach Aman, professor of chemical engineering, the University of Western Australia Ahmed Mehdi, senior fellow at the Oxford Institute for Energy Studies and managing director at Renaissance Energy Advisors, UK Dumebi Oluwole, lead economist at Stears, Nigeria Li Qiao, Professor of aeronautics and astronautics, Purdue University, USPresenter: Rajan Datar Producer: Matt Toulson Researcher: Evie Yabsley Editor: Tom Bigwood Technical producer: Mitch Goodall Production Management: Phoebe Lomas and Liam Morrey(Photo: Airline worker attaching fuel pipe to plane to refuel. Credit: Justin Sullivan/Getty Images)
The Iran war has nearly doubled jet fuel prices in the United States. That means the bill for firefighting aircraft operations this summer will likely rise by tens of millions of dollars.
The war in Iran has caused a massive crunch in the global supply chain, but nothing has been hit harder than jet fuel, with its prices more than doubling. Also, the United Arab Emirates says it will leave OPEC, a consortium of oil producing countries, on May 1. And, Spain is searching people to fill its vacant shepherding jobs. Plus, a look at the future of Chinese EVs in Mexico. Learn about your ad choices: dovetail.prx.org/ad-choices
John Maytham speaks to Kirby Gordon from FlySafair about soaring jet fuel prices, the pressure on airlines, and what it means for South African travellers and the broader economy. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
About this episode: A 2021 leak of jet fuel into the drinking water supply on O'ahu has caused neurological, gastrointestinal, and respiratory conditions and prompted outrage from community members. In this episode: the story of an in-depth investigation into the disaster, which covered how to measure exposure and support the individuals and families compromised by this crisis. Guest: Natalie Exum, PhD, MS, is an assistant professor of Environmental Health and Engineering at the Johns Hopkins Bloomberg School of Public Health and an affiliate of the Johns Hopkins University Water Institute. Andrew Whelton, PhD, MS, is a professor of civil and construction engineering at Purdue University. Host: Dr. Josh Sharfstein is distinguished professor of the practice in Health Policy and Management, a pediatrician, and former secretary of Maryland's Health Department. Show links and related content: Clinical Follow-up and Care for Those Impacted by the JP-5 Releases at Red Hill—National Academies of Sciences, Engineering, and Medicine About the Fuel Releases at the Red Hill Bulk Fuel Storage Facility—United States Environmental Protection Agency How to Investigate a Cancer Cluster—Public Health On Call (December 2025) Transcript information: Looking for episode transcripts? Open our podcast on the Apple Podcasts app (desktop or mobile) or the Spotify mobile app to access an auto-generated transcript of any episode. Closed captioning is also available for every episode on our YouTube channel. Contact us: Have a question about something you heard? Looking for a transcript? Want to suggest a topic or guest? Contact us via email or visit our website. Follow us: @PublicHealthPod on Bluesky @PublicHealthPod on Instagram @JohnsHopkinsSPH on Facebook @PublicHealthOnCall on YouTube Here's our RSS feed Note: These podcasts are a conversation between the participants, and do not represent the position of Johns Hopkins University.
Airlines could start going bankrupt the boss of one aviation company tells World Business Express. And why two tech titans are heading to the courts in California. Presenter: Sarah Rogers Producer: Victoriya Holland Editor: Justin Bones
Lufthansa cancels 20,000 flights, United Airlines slashes its 2026 forecast, and fuel costs are grounding airlines worldwide. We break down what surging jet fuel prices mean for travelers, airfares, and the global economy.
A handful of new endorsements in the California Governor's race have been made ahead of tonight's debate. Rising jet fuel could affect your summer travel plans due to the war in Iran. Millions approved in a budget to repair sidewalks across LA County. Plus, more. Support The L.A. Report by donating at LAist.com/join and by visiting https://laist.comSupport the show: https://laist.com
It's the time of year where Canadians would usually start putting their summer travel plans on paper, but this year looks different. Fuel shortages, however, have forced a number of airlines - including Air Canada - to cancel several routes for months, upending where and how Canadians spend their summer. Host Caryn Ceolin speaks to Lorn Sheehan, professor of strategy and tourism at Dalhousie University to discuss how travelers could brace for a turbulent next few months, and how fast we could feel relief should Iran and the US sustain a lasting ceasefire. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstory.bsky.social on Bluesky
Today on AirTalk: Jet fuel shortage and travel (0:30) California's marine protected areas (17:07) Should college be 3 years? (35:24) Prediction market explainer (52:04) LA's theater scene (1:08:30) New documentary on Yiddish theater (1:28:34) Visit www.preppi.com/LAist to receive a FREE Preppi Emergency Kit (with any purchase over $100) and be prepared for the next wildfire, earthquake or emergency
On this week's show we'll find out why a story involving French prosecutors, a rabbit and the US tech billionaire and far right crusader Elon Musk made headlines in France.We'll also find out why the rules for driving cars in cities and towns across France look set for a dramatic change and whether the country's most notorious ring road could be transformed from one of the most polluted spots in France into an urban green paradise.And as the Middle East crisis continues and fears grow in Europe about jet fuel supplies we'll look at the chances of flights to France being scrapped this summer. And what about if you want to take the train instead? Will you be able to book the trip?And stay to the end to find out how the French talk about their hangovers. You'll certainly learn a handy phrase or two.Host Ben McPartland is joined by our two brainiacs Emma Pearson and Emma Albright plus our French politics wizard John Lichfield. Hosted on Acast. See acast.com/privacy for more information.
Even if the Iran ceasefire holds, the world already has a months-long jet fuel shortage baked in. So, start saving for those summer vacation flights. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4cbWE8C
Kentucky has millions of acres of underutilized land, a shifting energy economy, and a generation of farmers looking for what's next. Sunflower Fuels is trying to answer all three with a single crop.In this episode, Sunflower Fuels CEO Gabrielle Blocher joins us to share how the company is building a Kentucky-rooted biomass business around Miscanthus — a perennial, "fire and forget" crop that can yield for 30+ years, grow on reclaimed surface mine land, and feed multiple growing markets.We dig into the full stack of the business: the horse bedding product (Revive Animal Bedding) generating revenue today, the renewable food packaging market forming next, and the long-term vision — bioenergy with carbon capture (BECCS) and sustainable aviation fuel. Gabby explains why the real economics of BECCS live in the voluntary carbon credit market, why Sunflower Fuels pivoted in 2025, and what her Naval Academy and Marine Corps background taught her about building a real-world startup. Hosted by Logan JonesMiddle Tech is proudly supported by:KY Innovation → kyinnovation.comAwesome Inc → awesomeinc.org
Today's Headlines: Trump announced a 10-day Lebanon-Israel ceasefire, claimed the Iran war is "going swimmingly," and said Iran agreed to hand over nuclear material — which Iran has not confirmed. The head of the International Energy Agency warned Europe has roughly six weeks of jet fuel left due to the Strait of Hormuz situation, with possible flight cancellations and energy shortages ahead. Congress failed for the third time to pass a War Powers resolution to curb the Iran war, this time losing 214-213. At $10 billion a week, the White House budget director refused to say how much the war will cost, explaining that costs "fluctuate." It was a full day of congressional hearings. RFK Jr. faced the first of seven back-to-back days of testimony. Trump nominated an actual doctor — a 24-year public health veteran — to lead the CDC, which is genuinely surprising. Army Secretary Dan Driscoll testified that he pushed back against Hegseth's general-firing spree, with Republicans on the committee taking his side. Pete Hegseth quoted Pulp Fiction instead of the Bible at a Pentagon prayer service. Budget director Russell Vought testified that DHS is "disintegrating." ICE deported 442,000 people last year, but only 38% had any kind of criminal record — pending charges included.Minnesota prosecutors charged a federal ICE agent with assault for pointing his gun at drivers on a state highway — the first case of its kind, with 17 more incidents under review. An 86-year-old French widow of an American military veteran has been in ICE detention since April 1st, after missing an immigration appointment while settling her late husband's estate — reportedly tipped off by his son over an inheritance dispute. A judge blocked above-ground construction on Trump's White House ballroom pending congressional authorization, though underground bunker work continues. His 250-foot DC arch cleared a federal design review despite massive public opposition. Spirit Airlines could liquidate as early as this week. United Airlines' CEO pitched Trump on merging with American Airlines — which would control nearly 40% of the global airline market. Democrats won New Jersey's special election by 59 points. Resources/Articles mentioned in this episode: NYT: Pope Leo, Amid Standoff With Trump, Says ‘Woe to Those Who Manipulate Religion' Axios: Trump announces 10-day ceasefire between Israel and Lebanon WSJ: Cease-Fire Between Israel and Lebanon Takes Effect WaPo: Trump says Iran agrees to hand over ‘nuclear dust' AP News: AP Exclusive: Europe has 'maybe 6 weeks of jet fuel left,' energy agency head warns Axios: House hands Trump a win with failed Iran war powers vote The Hill: Cease-Fire Between Israel and Lebanon Takes Effect CNN: Public health veteran is Trump's pick to lead CDC as administration shifts tone on vaccines WaPo: Republicans back Army Secretary Dan Driscoll amid clash with Hegseth The Hill: Hegseth shares air rescue group's ‘Pulp Fiction' prayer at Pentagon service The Hill: White House budget director Vought declines to tell senators cost of Iran war The Hill: White House OMB Director Russell Vought: DHS ‘disintegrating' Axios: ICE deported 442k people in fiscal year 2025 The Hill: France calls on US to release 86-year-old widow of veteran detained by ICE NYT: ICE Agent Charged With Assault After Motorists Say He Brandished Gun NYT: Judge Again Halts Aboveground Construction on Trump Ballroom WaPo: Trump's 250-foot arch receives early design approval as public pans it CNBC: Spirit Airlines could liquidate as early as this week, sources say The Guardian: United Airlines CEO reportedly pitched merger with American, sparking competition fears | Business NYT: Analilia Mejia, a Progressive Democrat, Wins Mikie Sherrill's House Seat Subscribe to the Betches News Room and join the Morning Announcements group chat. Go to: betchesnews.substack.com Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices
The head of the International Energy Agency warned on Thursday that Europe could run out of jet fuel in few as six weeks. The continent is the biggest consumer of jet fuel shipped through the Strait of Hormuz, and ongoing closures in the strait could lead to swaths of flight cancellations. Also on the program: we discuss shifting expectations for American universities, our aging first-time homebuyer population, and changes at Netflix.
The head of the International Energy Agency warned on Thursday that Europe could run out of jet fuel in few as six weeks. The continent is the biggest consumer of jet fuel shipped through the Strait of Hormuz, and ongoing closures in the strait could lead to swaths of flight cancellations. Also on the program: we discuss shifting expectations for American universities, our aging first-time homebuyer population, and changes at Netflix.
That's a warning from the International Energy Agency boss, Fatih Birol as the Middle East conflict continues to disrupt energy supplies. So what could that mean for airlines and travel?Plus, how did China's economy grow by 5%, faster than expected despite the Iran war?And Australia's fuel supplies face added pressure after a major fire at one of the country's two oil refineries.
The head of the International Energy Agency Fatih Birol says the blockade in the Strait of Hormuz could trigger what he calls the largest energy crisis the world has ever faced. He's warned Europe may have as little as six weeks of jet fuel left. It comes as airlines across the world struggle with fuel supplies and cost. Airlines in Nigeria are warning they may suspend flights from Monday over soaring jet fuel prices and South Korean Airlines say they will impose the highest level of surcharges they can on flights in May as global oil prices surge due to the tensions in the Middle East.Netflix's second quarter profits fall short of expectations and it announced that its chairman and co-founder Reed Hastings is stepping down from the board after 29 years. Netflix stepped back from a battle to control Warner Bros Discovery earlier this year. Sweden, one of the most technologically advanced countries in the world, will be going back to basics with the use of physical books, pens, and paper for their students, but some tech companies are concerned that the move could damage pupils' job prospects. And we explore why Allbirds whose trainers were worn by Hollywood stars and President Obama are getting out of footwear and into artificial intelligence.
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
Send us Fan MailDrew is back from Belgium and Holland with with a nonrev success story and Doug is recovering from his Japan vacation. we discuss:Top 10 airlines and lounges for culinary options Energy crisis/Middle East updatesFirst U.S. airline reports 1st quarter resultsContributor commentsJoin the Network!Links from this episode:Keukenhof GardensAmsterdam Wine and Cheese Canal Cruisehttps://www.nexttripnetwork.com/https://www.nexttripnetwork.com/
Airports are canceling flights right now due fuel shortages and fears they will worsen. Airlines are including those in the US are already raising bag fees and other costs trying to pass along the doubling in jet fuel prices to passengers. Meanwhile, the international energy agency's chief says the current oil crisis is worse than 1973, 1979, and 2022 combined. The thing is, that sounds crazy but sadly it's not and we're just now seeing the preliminary effects of Hormuz at the forefront in air travel. Eurodollar University's Money & Macro AnalysisIf you're serious about your financial education and want clarity in a world of volatility and massive uncertainty, you're in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. With our memberships, we'll fill in everything that you've been missing. And coming soon EDU 2.0, an update on Eurodollar University with new designed course material more structured content, including both a browser and smartphone app. Check it out here:https://eurodollar.university/membershipsWorld losing more barrels of oil each day than in two 1970s crises combined, IEA chief says – videohttps://www.theguardian.com/world/video/2026/mar/23/world-losing-more-barrels-of-oil-each-day-than-in-two-1970s-crises-combined-iea-chief-says-videoIEA chief: current oil and gas crisis worse than 1973, 1979, 2022 togetherhttps://www.reuters.com/business/energy/iea-chief-current-oil-gas-crisis-worse-than-1973-1979-2002-together-2026-04-07/Korean travelers left stranded as Mideast turmoil pushes airlines to slash routeshttps://www.koreaherald.com/article/10711811Jet fuel supply concerns grow as war with Iran drags on, airlines cut flightshttps://www.cnbc.com/2026/04/07/iran-war-jet-fuel-airlines.htmlItaly Sets Jet Fuel Limits at Some Airports on Supply Gaphttps://www.bloomberg.com/news/articles/2026-04-05/italy-sets-jet-fuel-limits-at-some-airports-on-supply-shortageDelta Increases Checked Bag Charges by Up to $50 After Fuel Costs Risehttps://www.bloomberg.com/news/articles/2026-04-07/delta-air-will-boost-fees-on-baggage-amid-surging-oil-pricesUnited Airlines hikes checked bag fee by $10 as fuel prices continue to climbhttps://www.cnbc.com/2026/04/02/united-airlines-raises-checked-bag-fees-fuel-prices-climb.htmlJet Fuel Spot Prices Over 60 Days https://www.airlines.org/dataset/argus-us-jet-fuel-index/Iran War Fallout: Airlines Slash Thousands Of Flights Amid Global Fuel Shortageshttps://simpleflying.com/iran-war-airline-flight-cancellations-fuel-shortage/FRBNY SCEhttps://www.newyorkfed.org/microeconomics/sce#/https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
After the U.S. and Iran agreed to a two-week ceasefire, energy prices dropped. CNBC's Brian Sullivan is watching the flow–or lack thereof–of ships through the Strait of Hormuz to monitor progress of the world's oil supply. CNBC's Dan Murphy reports on the ceasefire from the UAE, and CNBC's Phil LeBeau gets the impact on jet fuel and air travel prices from Delta CEO Ed Bastian. Plus, Anthropic is holding the public release of its newest model Mythos over concerns about its capabilities to exploit digital weaknesses. Dan Murphy 2:52 Ed Bastian 22:02 Brian Sullivan 32:45 In this episode: Dan Murphy, @dan_murphy Phil LeBeau, @Lebeaucarnews Brian Sullivan, @SullyCNBC Andrew Ross Sorkin, @andrewrsorkin Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
PREVIEW FOR LATER TODAY (1)HEADLINE: Joseph Sternberg Warns of Looming Energy Price Crisis in Britain (2)SUMMARY: Joseph Sternberg discusses potential jet fuel and gasoline shortages in the UK. While physical supplies remain available, soaring prices are creating significant anxiety, potentially leading to a financial crisis before actual shortages occur. (3)1638
──────────────────────────────────────── [00:03:36] Philippines Declares National Emergency — Fuel Supplies Measured in Days, Not Months The Philippines has declared a national state of emergency due to war-related supply chain disruptions. Jet fuel reserves are down to 38 days, LPG to 23 days, with the IEA confirming the current disruption already exceeds the combined supply losses of both 1970s oil shocks. ──────────────────────────────────────── [00:09:25] US Only Has Two Months of Rare Earths Left — Trump Cut the Supply Chain Before Securing a Domestic Source China's rare earth embargo following Trump's tariff war has left the US with approximately two months of the materials needed to manufacture precision guided weapons — the same weapons being consumed at record rates in the Iran campaign — with no domestic replacement source established. ──────────────────────────────────────── [00:14:24] The Real Strategic Goal: US Control of All Major Oil Export Resources Outside Russia Analysis presented argues that the war's actual objective is to use Iran's destruction of Gulf State infrastructure as a pretext for the US to seize control of Middle Eastern oil resources — giving Washington the power to turn energy on or off for any country that resists its economic agenda. ──────────────────────────────────────── [00:18:13] Bank of America Warns European Gas Could Jump 17-Fold — Mortgage-Sized Monthly Energy Bills Ahead Bank of America has warned that European natural gas prices could surge from 29 euros to as high as 500 euros this winter — a 17-fold increase — which would produce monthly energy bills potentially exceeding mortgage payments and trigger a full economic emergency across Europe and large parts of Asia. ──────────────────────────────────────── [00:22:05] NASDAQ and NYSE Moving to Tokenize the Entire $126 Trillion Equity Market on Blockchain Wall Street's two largest exchanges are partnering with crypto platforms to tokenize the entire US equity market, with analysts warning this adds another layer of abstraction between investors and actual ownership — and that in a crisis, token holders would be last in line behind brokers and the Depository Trust Company. ──────────────────────────────────────── [00:37:38] US Treasury Officially Declared the United States Insolvent — Media Missed It A Forbes headline reports that the US Treasury's own numbers amount to an official declaration of insolvency, with real debt estimated at $143 trillion rather than the reported $38–39 trillion when unfunded liabilities like Social Security are included. ──────────────────────────────────────── [01:01:49] Trump Reversed on FISA 702 — Now Pushing Warrantless Surveillance He Campaigned Against Trump, who called for abolishing FISA Section 702 warrantless surveillance during his 2024 campaign, is now pushing to extend it — described as part of a broader pattern of paving the way for a police state, AI-driven technocracy, and permanent emergency powers under war conditions. ──────────────────────────────────────── [01:20:00] Trump's FDA Chief Seamlessly Moved to Pfizer Board While Simultaneously on DoD Biodefense Contractor Board Former FDA Commissioner Scott Gottlieb, who approved COVID interventions under Trump, transitioned directly to Pfizer's board while simultaneously sitting on the board of a DoD-subsidized biomanufacturing firm — cited as the structural model now being replicated with glyphosate immunity and AI deregulation. ──────────────────────────────────────── [01:23:04] Joe Kent's Resignation Torches the Bridge — FBI Investigation, Graham Calls Him a Traitor Joe Kent resigned from the National Counterterrorism Center directorship amid a firestorm, with Lindsey Graham and Laura Loomer immediately branding him an anti-Semite and traitor. The segment frames this as a loyalty litmus test revealing who in Washington serves Israeli interests over American ones. ──────────────────────────────────────── [01:32:17] United Airlines CEO: Jet Fuel Has More Than Doubled — $11B Extra Annual Cost on Best Year of $5B Profit United Airlines CEO reports jet fuel costs have more than doubled in three weeks, projecting an additional $11 billion in annual fuel costs against a record best-year profit of under $5 billion — making current ticket prices structurally unsustainable and signaling imminent airline sector collapse. ──────────────────────────────────────── [01:46:50] Scott Ritter: US Military Bases Across Seven Countries Are Being Evacuated — This Is a Military Collapse Former military intelligence officer Scott Ritter details the systematic evacuation of 13 US military bases across Kuwait, Qatar, Bahrain, Saudi Arabia, Iraq, and Syria, with Iran having destroyed the billion-dollar radar array that was the heart of the anti-missile defense system — calling Pentagon language about "strategic redeployment" an institutional deception. ──────────────────────────────────────── [01:41:09] No Authorization, No Goals, No Plan — $200B Iran War Supplemental Sought With Zero Congressional Oversight The Iran war has entered its fourth week with no congressional authorization, no declared war, no stated strategic objectives, and no clarity from the Pentagon — while the White House is now requesting $200 billion in supplemental war funding that Republicans in both chambers have already voted not to weigh in on. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
As war in the Middle East pushes oil prices up, the price of jet fuel rises too. And that means air travel could get more expensive. The catch? Airlines are responding unevenly. In this episode, airlines balance pinched consumers with climbing fuel costs. Plus: Small business owner uncertainty is at its highest level in decades, investors scrutinize Oracle's AI spending, and a Minneapolis cafe owner switches to a pay-what-you-can model amid ongoing ICE operations in the area.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.