Podcasts about Oil

Jul 28, 2026 – Explore how shifting power dynamics between China and Japan are reshaping the Indo-Pacific, with exclusive insights from geopolitical analyst Rodger Baker. Learn why critical supply chains, rare earth minerals, and control...

Listen/Watch the FULL EPISODE ad-free/early on Substack: https://coffeeandamike.substack.com/ Ron Unz is the founder and chairman of the Unz Review, a content-archiving website providing free access of articles from prominent periodicals of the last hundred and fifty years. He talks his recent articles "The Iran War and the Manipulation of Oil Markets" and "America Faces "Tank Bottom" on Oil and on Munitions, " the expansion of the war, Russia/Ukraine, how China could force global peace, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!    Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ YouTube- https://www.youtube.com/@Coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Substack- https://coffeeandamike.substack.com/ Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Gab- https://gab.com/CoffeeandaMike Locals- https://coffeeandamike.locals.com/ Website- www.coffeeandamike.com Email- info@coffeeandamike.com   Support My Work Venmo- https://www.venmo.com/u/coffeeandamike Paypal- https://www.paypal.com/biz/profile/Coffeeandamike Substack- https://coffeeandamike.substack.com/ Patreon- http://patreon.com/coffeeandamike Locals- https://coffeeandamike.locals.com/ Cash App- https://cash.app/$coffeeandamike Buy Me a Coffee- https://buymeacoffee.com/coffeeandamike Bitcoin- coffeeandamike@strike.me   Mail Check or Money Order- Coffee and a Mike LLC P.O. Box 25383 Scottsdale, AZ 85255-9998   Follow Ron Website- https://www.unz.com/ Most Recent Article- https://www.unz.com/runz/the-iran-war-and-the-manipulation-of-oil-markets/   Sponsors Vaulted/Precious Metals- https://vaulted.blbvux.net/coffeeandamike McAlvany Precious Metals- https://mcalvany.com/coffeeandamike/

This week on Oil & Whiskey, we're joined by Spencer and Jean of Arizona Rod Shop.Spencer and Jean made the trip from Arizona to talk about the shop's path from paint and collision work into full custom hot rod builds, how their friendship started through a C10 part, and how Arizona Rod Shop has grown into the shop it is today.We get into Spencer's deep C10 and squarebody obsession, the Arizona Rod Shop truck “farm,” the little factory details most people miss, and how that knowledge carries into the builds they take on now.The guys also talk about blending old-school craftsmanship with new-school technology, from Pullmax machines, English wheels, and metal shaping to 3D scanning, reverse engineering, 3D printing, Roadster Shop chassis, and high-end drivetrains.We also cover customer expectations, building the right vendor relationships, why not every project is worth taking on, OBS trucks, Pro Street making a comeback, the future of automotive content after Discovery Channel, and plenty more.

Jul 24, 2026 – China's rapid AI advancements and dominance in critical minerals are spotlighting a global “race for stuff” beyond simple computing power, says analyst Craig Tindale. Tindale highlights looming supply bottlenecks in gallium...

Jul 24, 2026 – Jim Welsh of Macro Tides sees U.S. stock markets locked in a sideways chop as sector rotations offset semiconductor weakness, with the S&P at a critical technical juncture. He expects Treasury yields to climb, possibly surpassing...

The US war against Iran is expanding into a larger regional conflict. After Trump sabotaged a diplomatic agreement, Tehran closed the Strait of Hormuz. Now Yemen's Ansar Allah (known commonly as the Houthis) has declared a naval blockade of Saudi Arabia, shutting down oil exports in the Red Sea. Ben Norton explains how this escalation could cause a severe crisis in the global energy market. VIDEO: https://www.youtube.com/watch?v=mzJNwRPOnFs Topics 0:00 Trump restarts Iran war 1:26 Yemen joins the war 2:45 Red Sea blockade 3:28 Oil transit chokepoints 5:05 Saudi East-West Pipeline 5:55 China cuts oil imports 6:27 Saudi oil exports 6:59 Oil price skyrockets 7:55 Gasoline prices rise 9:17 Potential for oil crisis 10:31 Reserves running low 11:21 Yemen explainer 13:07 Ansar Allah (Houthis) 22:05 Axis of Resistance 23:58 Iran grows stronger 27:17 Outro

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.

The US unveiled new tariffs to replace old ones, oil's jump above $100 deepened a global bond sell-off, and thousands of supporters of the youth-led “Cockroach” movement in India continued protesting over problems in the education system. Plus, the European Central Bank held interest rates, but other central banks may not follow suit. Mentioned in this podcast:US hits 60 countries with new duties as Donald Trump rebuilds tariff wall Oil hits $100 for first time since May while US stocks slide Oil price surge drives global bond sell-offIndia's Gen Z takes on ModiIndian police battle ‘Cockroach' protesters with batons and tear gasEuropean Central Bank holds interest rates at 2.25% after debating riseCredits: ANI / ReutersWant to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Fiona Symon. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. Flo Phillips 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.

Jul 23, 2026 – Is it time to get more defensive? Financial Sense Wealth Management CIO Chris Puplava discusses the ongoing geopolitical conflicts in Iran and the broader Middle East, which are disrupting oil supplies and raising inflation risks...

A.M. Edition for July 23. Oil futures are rising again today, after Iran-backed Houthi militants claimed attacks on a pair of Saudi tankers in the Red Sea, and as the U.S. surges special-operations forces to the Middle East. Plus, Alphabet and Tesla shares tumble as the big-spending tech giants turn cash-flow negative. WSJ reporters Meghan Brobowsky and Becky Peterson break down the numbers and what to make of Elon Musk's most boring earnings call ever. And the FDA investigates a new outbreak of cyclospora. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump has threatened to inflict major military punishment against Yemen's Houthi rebels following their strikes on oil tankers in the Red Sea. Oil prices hit $100 a barrel for the first time since May as fears grow over global energy supplies. We speak to the UN's Yemen envoy Hans Grundberg who is concerned about the prospect of escalation in Yemen. Also in the programme; The BBC visits Iran school where a strike killed 120 children as questions remain whether the US military is responsible; and the European Union has fined the US tech titan Google one-billion-dollars for flouting anti- trust regulations.(Picture: A person walks past a display of Houthi-made mock missiles and drones at a square in Sana'a, Yemen, 23 July 2026. Credit: Yahya Arhab)

In this episode, host JR Sparrow sits down with Rusty Austin — a Hollywood veteran with nearly 40 years in the entertainment industry — to talk about reality TV, life after Hollywood, and his unexpected pivot to children's books.About the GuestRusty Austin attended UCLA Film School, graduating in 1990 right as the reality TV boom was beginning. He went on to work on landmark productions including:Survivor (Season 1) — one of the first and most iconic reality showsHell's Kitchen — as a producer for multiple seasonsBig BrotherCopsNanny 911Terminator 2, Sister Act, and Lorenzo's Oil (as an electrician/grip)He is now a self-published children's book author based in the Palm Springs area.What We Talked AboutHow reality TV is actually made — and why "reality" isn't as real as viewers thinkThe 400:1 shooting ratio on Hell's Kitchen (400 hours of footage for every 1 hour of TV)The brutal race to get Nanny 911 on air before ABC's SupernannyWhy Survivor became a worldwide sensation — and how nobody saw it comingWhat Cops taught Rusty about human nature (hint: 7+ hours of a shift is just coffee and staring out a window)The parallels between reality TV and professional wrestlingHow retirement led Rusty to write animal poetry books for kidsCollaborating with middle school students as illustrators for An Awesome Bird, the PelicanThe self-publishing process using Blurb, Amazon, Barnes & Noble, and IngramSparkWhy self-publishing pays far more per book than traditional publishingAdvice for anyone starting a meaningful second act in lifeBooks by Rusty AustinBeware the Grizzly BearThe Unicorn Has One HornAn Awesome Bird, the Pelican (illustrated by middle school students)Dave and Me (memoir/short stories)All books feature a Do It Yourself section where kids can write their own poems and draw their own pictures.Connect with Rusty AustinWebsite: rustyaustin.comAmazon: search "Rusty Austin"Barnes & Noble: search "Rusty Austin"Key Takeaway"You still have a lot of life left to live — so why not live it?" Whether you're 40, 60, or beyond, your first act doesn't have to be your only act. Find what you love and keep after it.WV Uncommon Place Conversations — hosted by JR Sparrow.

US Surges Forces Into Middle East As War Engulfs Region, Oil Prices Explode After Houthis Sink Two Saudi Tankers In Red Sea, Economists Warn Oil Headed To $140 A Barrel & Will Trigger Global Depression

July 22, 2026 – Chief Technologist Dr. Sven Bilén explores the audacious vision of launching data centers into space—a move championed by SpaceX, which plans to deploy up to 1 million orbiting data satellites. Leveraging sun-synchronous orbits...

With a major earnings season kicking off for the mega-cap tech names, an obscure volatility measure is pointing to a potential breakout — but the bar is sky-high and geopolitical headwinds are creating an unusually uncertain backdrop. How these earnings come in will likely determine whether the broader market can hold its current levels or breaks down.Today's Stocks & Topics: The Western Union Company (WU), Market Wrap, Danaher Corporation (DHR), Trump Imposes 50% Tariffs on Canadian, NIKE Inc. (NKE), Can the Magnificent Seven Earnings Hold the Market Up?, Cameco Corporation (CCJ), Cameco Corporation (CCJ)¸ Target Corporation (TGT), U.S. Oil.Our Sponsors:* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Trump wants $95 billion more for his Iran war while oil giants cash in — and DNI pick Jay Clayton confesses to victimizing Epstein's victims. In this episode: • Hegseth testifies war money runs dry by August 1 — demands $87 to $95 billion more on top of a nearly $1 trillion budget • Hegseth admits $37.7 billion already spent, then warns we're low on ammo on camera • US bombing hits civilian desalination systems — 10,000 Iranians without drinking water • Oil near $90 a barrel, gas near $4 — Chevron, Exxon, ConocoPhillips feast while Hormuz stays shut • Jay Clayton clears committee 9–8 for Director of National Intelligence after he spilled Epstein victims' names, addresses, and photos • Clayton won't say Biden won 2020 — and shrugs at Tulsi helping seize Fulton County ballots • Tillis and Cornyn freeze Todd Blanche's Attorney General path after Epstein survivor meeting left victims more traumatized • Cornyn holds Kari Lake and Mastriano ambassadorships hostage over PEPFAR AIDS funding — Lancet warns 14 million dead if cuts stand, one third children • Ed Martin's pardon office ignores nearly 6,000 pleas for clemency so he can free Trump donors and Clean Air Act polluters • Sunny Hostin's Harvard grad son handcuffed jogging in New Rochelle Key figures covered: Donald Trump, Pete Hegseth, Jay Clayton, Todd Blanche, Thom Tillis, Jon Cornyn, Kari Lake, Ed Martin, Kash Patel, Chelsi "Sunny" Hostin Subscribe for live shows Sunday, Tuesday, and Thursday at 6:05 PM Eastern. Recorded live on the David Feldman Show July 21, 2026 #IranWar #EpsteinFiles #ToddBlanche #PeteHegseth #Trump #JayClayton #PEPFAR #WarSupplemental #OilPrices #DavidFeldmanShow

PLEASE LIKE/SHARE/SUBSCRIBE!!! Become an Official Member of the Dark Art Society! https://www.patreon.com/DarkArtSociety And we now have YouTube memberships! Oil painter David Kassan returns to take about the return of the Parallel Palette on Kickstarter! Anybody who knows mw knows that I'm a fan and daily user of the Parallel Palette and have been begging David for about 10 years to produce them again...and he finally is (with your help!). We also get into some oil painting tech talk where he drops a few info nuggets! Also, a quick art life update. Buy the new Parallel Palette on Kickstarter! https://www.kickstarter.com/projects/etchr/the-parallel-palette-returns David's links: Patreon: https://www.patreon.com/davidkassan YouTube: https://www.youtube.com/@UC2iCInOzujZ7xh4Q7ciw_qA Instagram: https://www.instagram.com/davidkassan/ Website: https://www.davidkassan.com The Dark Art Society Podcast is produced by Chet Zar. Become an Official Member of the Dark Art Society: https://www.patreon.com/DarkArtSociety Chet's Patreon: https://www.patreon.com/ChetZar Our sponsors: The Skull Shoppe: https://www.SkullShoppe.com ----- The Dark Art Society Podcast is produced by Chet Zar. Become an Official Member of the Dark Art Society: https://www.patreon.com/DarkArtSociety Chet's Patreon: https://www.patreon.com/ChetZar The Dark Art Society Instagram: https://www.instagram.com/darkartsociety Official Dark Art Society Website: https://www.darkartsociety.com The Dark Art Society Podcast is now available in a variety of places, including the following platforms: SoundCloud: @darkartsociety iTunes: https://apple.co/2gMNUfM Stitcher: https://www.stitcher.com/s?fid=134626&refid=stpr Podbay: https://podbay.fm/show/1215146981 YouTube: https://www.youtube.com/channel/UCrQBJayd-dfarbUOFS5m7hQ https://DarkArtSociety.com Copyright Chet Zar LLC 2026

July 21, 2026 – Singapore-based macro strategist Laurent Lequeu of The Macro Butler discusses the intensifying US-China AI race following the release of Moonshot's Kimi K3. Lequeu explains why Chinese competition threatens Western AI profitability...

Carl Quintanilla and Jim Cramer discussed the chip sector rally as stocks look to snap a three-day losing streak. Hear why Cramer says not to own "too much tech" and that "for the moment, it's time to go to other sectors." The anchors reacted to 3M and General Motors each posting Q2 earnings beats and raising guidance. SpaceX in the midst of a seven-day losing streak and falling below Meta in the market cap race. See how far SpaceX shares have tumbled since being added to the Nasdaq 100 two weeks ago. Also in focus: Oil rises on U.S.-Iran tensions, President Trump hits Canada with 50% tariffs, Nvidia's 9.3% stake in Nebius, Novo Nordisk sues weight-loss drug rival Eli Lilly, Oracle's credit risk and AI debt, earnings winners and losers.   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.

Stijn Schmitz welcomes back Steve Hanke back to the show. Steve Hanke is a Professor of Applied Economics at Johns Hopkins University. Hanke highlights the two major wars—the U.S.-Israel conflict with Iran and the Ukraine war—as critical disruptors of global commodity flows. He notes that the Strait of Hormuz is effectively closed, with Iran controlling it, and the Houthis threaten the Red Sea chokepoint, severely constricting crude and refined product supplies. Russia's cutoff of diesel exports and domestic fuel shortages compound the strain. Oil markets are in backwardation, with spot prices above futures, signaling dangerously low inventories that have cushioned prices so far but are nearing depletion. Hanke warns that once physical inventories run out, oil prices could spike dramatically, potentially later this summer. He advises going long on oil, especially major producers, as a straightforward trade for most investors. On gold, Hanke maintains a bullish outlook, projecting a peak around $6,000 per ounce based on historical ratios to real disposable income. He attributes recent pullbacks to dollar strength and rising interest rates but sees central bank buying as a fundamental driver. He also discusses the pressure on the Fed to monetize debt, which could fuel inflation and support gold. The conversation shifts to the broader commodity supercycle, fueled by deglobalization, underinvestment, and the need for larger precautionary inventories. Copper and tungsten are identified as clear bullish plays due to supply deficits. Hanke notes that high diesel prices are squeezing mining and agriculture, potentially raising output prices. He also touches on dollarization, recommending developing countries adopt the U.S. dollar to expand its use rather than de-dollarize. The interview concludes with Hanke emphasizing the importance of money supply growth as the key determinant of nominal GDP and inflation. Timestamps: 00:00:00 – Introduction 00:01:05 – Key Developments on Radar 00:04:58 – Oil Predictions vs Reality 00:10:53 – Inventory and Flow Analysis 00:14:40 – Crack Spreads and Refining 00:16:27 – Demand Destruction Dynamics 00:20:51 – Anticipated Oil Price Spike 00:22:32 – Long Oil Opportunity 00:27:37 – Gold Bull Market Outlook 00:29:38 – Central Bank Buying Drivers 00:45:54 – Concluding Thoughts Guest Links: X: https://x.com/steve_hanke Website: https://thegoldsentimentreport.com Amazon Book: https://www.amazon.com/Making-Money-Work-Rewrite-Financial/dp/1394257260 Amazon Book: https://www.amazon.com/Capital-Interest-Waiting-Controversies-Additions/dp/3031633970 E-Mail: mailto:hanke@jhu.edu Steve H. Hanke is a Professor of Applied Economics and Founder & Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University in Baltimore. He is a Senior Fellow and Director of the Troubled Currencies Project at the Cato Institute in Washington, D.C., a Senior Advisor at the Renmin University of China's International Monetary Research Institute in Beijing, a Special Counselor to the Center for Financial Stability in New York, a contributing editor at Central Banking in London, and a regular contributor to the Wall Street Journal's Opinion pages. Prof. Hanke is also a member of the Charter Council of the Society of Economic Measurement and of Euromoney Country Risk's Experts Panel. In the past, Prof. Hanke taught economics at the Colorado School of Mines and at the University of California, Berkeley. He served as a Member of the Governor's Council of Economic Advisors in Maryland in 1976-77, as a Senior Economist on President Reagan's Council of Economic Advisors in 1981-82, and as a Senior Advisor to the Joint Economic Committee of the U.S. Congress in 1984-88. Prof. Hanke served as a State Counselor to both the Republic of Lithuania in 1994-96 and the Republic of Montenegro in 1999-2003. He was also an Advisor to the Presidents of Bulgaria in 1997- 2002, Venezuela in 1995-96, and Indonesia in 1998. He played an important role in establishing new currency regimes in Argentina, Estonia, Bulgaria, Bosnia-Herzegovina, Ecuador, Lithuania, and Montenegro. Prof. Hanke has also held senior appointments in the governments of many other countries, including Albania, Kazakhstan, the United Arab Emirates, and Yugoslavia. Prof. Hanke has been awarded honorary doctorate degrees by the Bulgarian Academy of Sciences, the Universität Liechtenstein, the Universidad San Francisco de Quito, the Free University of Tbilisi, Istanbul Kültür University, Varna Free University, and the D.A. Tsenov Academy of Economics in recognition of his scholarship on exchange-rate regimes. Prof. Hanke and his wife, Liliane, reside in Baltimore and Paris.

Today's top stories, with context, in just 15 minutes.On today's podcast:1) The US and Iran exchanged strikes for a 10th consecutive day as mediators sought to revive a truce, with the US targeting military command centers and Iran attacking US military sites in Kuwait and Jordan. The Houthi militant group in Yemen threatened shipping in the Red Sea, and the Saudi-led coalition said it is taking steps to protect ships sailing in the area. Oil prices have surged and US retail gasoline prices have climbed back over $4 a gallon, potentially hurting Trump and his Republican Party before midterm elections.2) The Trump administration vowed to impose a fresh 50% tariff on some Canadian goods over what it said was unfair treatment of American alcohol, cars and dairy. The items subject to the new tariff include milk, hockey equipment, beer and plywood — but not major resource imports such as energy, potash and critical minerals. The tariffs are being applied under Section 338 of the 1930 Tariff Act, which gives the president the power to impose duties of as much as 50% on countries deemed to discriminate against US commerce.3) President Trump said he had a “very good conversation” with new UK Prime Minister Andy Burnham and that they would be meeting in the “not too distant future." Trump and Burnham discussed many subjects, including the outstanding relationship between the US and the UK, North Sea oil, trade, and demining the Strait of Hormuz. Burnham's office said the prime minister congratulated Trump on the World Cup tournament and invited the president to visit Manchester in one of his first calls as UK leader.See omnystudio.com/listener for privacy information.

We brought in the Energy Law Professor, James Coleman. The U of M expert joined Vineeta on The WCCO morning news.

Welcome back to Barn Talk! In this special episode, the conversation focused on uncovering the traits and habits that set successful people apart—especially those who've visited the barn as guests over the years. Instead of the usual hot topics, the discussion explored the common threads among high-achieving farmers, ranchers, entrepreneurs, and business owners, sharing lessons learned firsthand from memorable interviews and personal experiences. A key theme that emerged was the importance of going "all in," lifelong learning, resilience, humility, and staying true to your values of faith, family, and legacy. Tune in for an episode packed with insights and real stories aimed at inspiring anyone striving to carve their own path and live a life of meaning and purpose. JOIN THE BARN TALK NEWSLETTER & GET LIVE EVENT ACCESS: We're on a mission to get 10,000 subscribers, and once we do, we're hosting a live event at the barn! Sign up to get exclusive access to tickets and details.

July 20, 2026 - 5am: Three U.S. servicemembers killed after Iranian attacks latest on the Ukraine/Russia war Andy Burnham to become new Uk Prime Minister today Spain beats Argentina to win the 2026 FIFA World Cup Who will replace Lindsey Graham in the Senate? Maine Democrats begin the process of choosing the replacement for Graham Platner in Senate race Oil prices rise President Trump is reportedly sparring China from any investigation into his own allegations of voter fraud     To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 20, 2026 – Brendan McMurtrie and Crystal Colbert discuss essential financial and workplace planning tips for expectant mothers. They explain maternity leave, FMLA, California protections, paid family leave, and supplemental disability...

The U.S. launched another round of strikes on Iran overnight, while the death toll for American troops rises. Also, escalation in Iran raises the price of oil and gas higher, what you need to know. Plus, all the details on the World Cup final, from a Spain win in overtime to the first-ever star-studded halftime performance. And, stores are beginning to roll out back-to-school sales – where to find the best deals.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Who convinced us that the fate of the world rests on our personal recycling habits? Does it even make a difference? Melissa Valliant serves as the communications director at Beyond Plastics, a nationwide environmental advocacy group. In this episode, Melissa shares how recycling isn't just imperfect, but a decades-old PR strategy engineered by the same fossil fuel, petrochemical, and consumer goods giants that profit from plastic production. You'll hear the war origins of the plastics boom, who quietly bankrolled the Keep America Beautiful campaign & the logistical reasons that only 5-6% of everything you carefully sort actually makes it to recycling. She also covers the real bottom line on what will move the needle as well as how to keep your family healthy from the chemicals leaching from plastic. If you liked this episode, you'll also like episode 140: CAN HAIR SAVE THE WORLD? OIL, OTTERS & HAIR MATS Guest:https://www.beyondplastics.org/act https://a.co/d/00KBkQjw https://www.instagram.com/beyondplastics/https://www.facebook.com/beyondplasticsaction  Sponsors: https://www.historicpensacola.org/about-us/  2:17 – Plastic's Wartime Origins6:56 – Keep America Beautiful's Secret Founders8:35 – Only 6% Actually Gets Recycled11:48 – The Chasing Arrows Con12:48 – The Gar-Barge That Woke Us Up14:29 – Deconstructing a Recycling Religion17:39 – Are Bottle Caps Recyclable19:01 – Wish-Cycling and Corporate Gaslighting21:11 – California's Plastic Bag Loophole23:02 – When Companies Fake Caring26:55 – Busting Starbucks' Recycling Claims29:07 – Advanced Recycling Isn't Advanced31:06 – Proving Environmental Racism33:06 – Exxon Sued Over Recycling Lies34:38 – Would Banning Plastic Backfire38:18 – Industry-Funded Studies Exposed42:56 – The Human Health Turn45:24 – Kicking Plastic Out of Schools46:37 – The Secret Fourth R47:55 – Rotisserie Chickens and Leaching Heat50:34 – Real Swaps for Your Kitchen53:57 – How to Deprogram YourselfRequest to join my private Facebook Group, MFR Curious Insiders: https://www.facebook.com/share/g/1BAt3bpwJC/Follow me in all the places:https://www.meredithforreal.com/  https://www.instagram.com/the_curiousintrovert/ meredith@meredithforreal.comhttps://www.youtube.com/meredithforreal https://www.facebook.com/curiousintrovert

This week on Oil & Whiskey, we're joined by Alicia Marie.Alicia made the trip down from Canada to talk trucks, cars, content, and what it's like carving out a real place in the automotive world without pretending to be something she's not.We get into the story behind her rowdy Chevy truck, her 1967 Nova, the reality of buying and fixing old vehicles, learning as she goes, and why stance and sound are at the top of the list.Alicia also talks about balancing a corporate career with a full-blown car obsession, growing her platform, dealing with the “influencer” label, earning respect in the industry, SEMA, Roadster Shop, Canadian whiskey, Tim Hortons, and plenty of classic Oil & Whiskey chaos along the way.Watch or listen now wherever you get Oil & Whiskey.

US futures mixed as the Dow trades lower and the Nasdaq slightly higher. Bond markets are mixed: the U.S. 10-year yield is up 1 bp at 4.6%, gilts have risen 2 bps to 5%, and bunds are steady at 3.2%. The dollar is softer. Oil has given back earlier gains, with WTI crude little changed just below $82 per barrel. Gold is lower, industrial metals are down, and bitcoin is weaker. Ongoing Middle East tensions leaving a cautious tone for equity markets. US ramped up strikes against Iran on the weekend. Protraction in hostilities a complication for European macro outlook given impact on inflation and demand. Market moving off earlier lows with oil pulling back from session highs, highlighting sensitivity to energy price developments.Companies Mentioned: Segro, Samsung Biologics, Advanced Medical Solutions Group, PolyPeptide Group

A round-up of the main headlines in Sweden on July 20th 2026. You can hear more reports on our homepage www.radiosweden.se, or in the app Sveriges Radio. Presenter and producer: Kris Boswell

Your kids are glued to screens all summer and you are running out of ideas to pull them away. But what if 3 items from your kitchen pantry could spark more curiosity than any tablet ever could? Shark Week is the perfect excuse to make it happen.This episode walks you through 3 hands-on shark week activities that bust common shark myths, teach real marine biology, and get your kids off screens without a single worksheet or complicated plan:✅Why hands-on observation builds deeper thinking skills than any screen or textbook✅Discover how Shark Week can spark curiosity beyond marine biology, inspiring kids to ask better questions and pursue learning on their own.✅How following your child's natural interests develops confidence, critical thinking, and the drive to keep learning long after the lesson ends.✅Practical ways to replace passive learning with hands-on exploration that encourages curiosity, resilience, and independent learners.Resources for You:Shark Unit Study Flash Sale — save $10 with code SHARKWEEK (you pay only $5)Show Notes:Your Secret Weapon for Getting Kids Off Screens This SummerIt's a hot summer morning in July. You planned for a peaceful, screen-free summer. Instead, you're exhausted, and that phrase — Mom, I'm bored — is just echoing through your house. There's a magnetic pull between your kids and their tablets, the TV, the video games. And somehow that is winning the battle, especially with high-energy boys. They're zoning out in front of those screens and you feel guilty because you want them to love learning, not consume a bunch of pixels.I've got a secret weapon for you today. You don't need a complicated curriculum or a lecture to fix this. You need a topic that instantly captures their imagination. And with Shark Week coming up next week, we're going to use sharks to get your kids off those tablets and into real learning — right at the kitchen table.Mary Anning and the Power of CuriosityBefore we dive in, I want to give you a little historical background. There was a woman named Mary Anning in the 19th century. She was completely self-taught. She lived in England, gathered fossils, and had no formal science background. Out of 9 kids, only Mary and her older brother Joseph survived to adulthood. Life was hard.But she had a dad with great influence. Her father Richard was a cabinet maker and an avid fossil collector. His five-year-old sidekick Mary would come along and he would show her how to collect fossils at the beaches where they worked. He meticulously taught her how to locate specimens, get them out safely, and clean the delicate finds. Then he would put what they found in the storefront of his cabinet shop.Dads, you have a great impact on your kids.Mary was denied formal education — like most women and girls of her time — but she taught herself to read. And she used curiosity, drive, and perseverance to make contributions to science that are still recognized today. That is what I want for your kids in this episode.Before You Start — Grab Three ThingsGo to your kitchen cabinet right now and get these three things. A bottle of cooking oil. A small empty plastic bottle. And a handful of pennies. Just put them on the counter. Physically setting them out says — today is a hands-on learning day.Myth Buster #1: Sharks Sink Like Stones If They Stop SwimmingThe myth is that sharks sink like stones if they stop swimming. Here's the truth — bony fish have swim bladders filled with gas to float. Sharks don't have swim bladders. Instead, they have a massive, oily liver that acts like a natural flotation device. Oil is lighter than water, so that giant oily liver keeps them buoyant.Here's the activity. Fill your sink with water. Drop in your empty bottle and let your kids watch. It sinks. Now ask them — what do you think happens if I fill the bottle with oil? Don't tell them. Let them observe and be curious. Fill the bottle with cooking oil, close it tightly, and drop it in. It floats. The oil is lighter than the water and rises to the top. Super easy, but so powerful.Myth Buster #2: Sharks Can Smell Blood From Miles Away Through MagicIt's not magic — it's a highly acute olfactory navigation system. Sharks track scent gradients through water currents. God gave them the ability to smell, and that is essentially their steering wheel. Like we drive a car with our eyes, sharks navigate with their smell.Here's the activity. Get a bowl of warm water. Have your kids sit perfectly still. Drop red food coloring on one side and watch what happens. The current in that warm water carries the food coloring across the bowl — just like the way a scent pathway travels to a shark through the ocean. Let them observe, ask questions, and come up with conclusions.This is exactly what Charlotte Mason was talking about when she said kids learn best when they're allowed to interact with the real world — not reading dry textbook summaries. When kids use their own senses to observe nature, they develop deep analytical skills. No prepackaged textbook or screen can duplicate this.Myth Buster #3: Losing a Tooth Is an Emergency for a SharkFor us humans, we get two sets of teeth. Lose one from the second set and it's gone for good. Sharks are completely different. They have a conveyor belt system of teeth and can grow up to 35,000 teeth in a lifetime. Their teeth don't have deep roots, so they fall out easily while hunting — and new ones just move right into place.Here's the activity. You'll need Play-Doh or modeling clay and your pennies — or small pebbles. Roll the clay into a thick strip representing a shark's jaw. Push the pennies in one by one, layered behind each other like shingles on a roof. Have one of your kids pull out the front tooth and watch how the others shift right into place. Simple visual, powerful concept.What to Do From HereThose are your three myth busters — the oily liver, the olfactory steering system, and the conveyor belt tooth system. From here, get your library card and spend no more than five minutes searching sharks online. Pick up two or three books, or a documentary if you have DVDs. Give your kids immediate, high-quality material to dig into right after they make a mess at the kitchen table.Hands-on learning gets kids off the screens. I know for a fact — when I go visit my grandkids, they are not on their screens. They're not even watching TV. But it does take energy to plan, to find the books, to build activities, and to organize a week from scratch.If you want to skip the planning completely and be ready for Shark Week with everything done for you, grab our Shark Unit Study. Today is day one of our flash sale — use the code SHARKWEEK by Friday and save $10, which means you pay only $5. You get shark life cycle activities, a curated list of books and videos with activities to go with each one, these three myth busters, shark-themed snacks, crafts, shark binoculars, and an ocean unit tie-in as well. It's plug-and-play for your summer.If this sparked one little idea, would you share it with one homeschool mom or your co-op? That would mean the world to me.

Oil hit $120 a barrel during the last Iran conflict. Today it's sitting around $80... during the SAME kind of conflict. That gap is the whole story for where mortgage rates go next, and I break down exactly why in today's video.I also walk through the two things the Federal Reserve actually cares about (inflation and jobs), what last week's data really showed, and why I'm telling you there's basically a 100% chance the Fed does nothing at next week's meeting. Then I get into what I'm personally telling my clients to do right now if you're under contract, or if you're planning to buy later this year.Stick around to the end, I show you the exact tools I use every single day to track this stuff myself, and how you can use them too.

Allen covers Energy Capital Partners buying TPI’s blade factories, GE Vernova’s $1.7 billion rescue of LM Wind Power, offshore wind cutting oil burn during a heat wave, Scotland’s Caledonia approval, and 19 states suing the Pentagon over stalled wind reviews. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Good Monday everyone. A few months ago, we told you about a Houston bankruptcy court carving up TPI Composites. Well, that story just got a whole lot bigger. On July sixth, TPI walked out of Chapter Eleven. Zero debt. New owners. A private equity firm called Energy Capital Partners picked up TPI’s blade factories in Iowa and Juarez, Mexico for about twenty million dollars. Twenty million, against more than a billion dollars in liabilities. ECP did not stumble into wind blades. They bought Calpine back in twenty eighteen, inherited seventy-seven power plants, and became GE’s biggest private gas turbine customer in the Western Hemisphere. That relationship, forged in gas turbine halls, is what brought them to composite factories. GE Vernova signed a five-year supply deal requiring it to send blade orders to ECP’s factories. GE is ECP’s partner, its customer, and was even the backup buyer if the deal fell through. So TPI lives on, leaner, debt-free, with locked-in demand from one of the biggest turbine makers on earth. But now, the other side of that coin. While ECP picked up two blade factories for twenty million dollars, GE Vernova recently pumped one-point-seven billion dollars into its own blade company, LM Wind Power. LM’s equity had fallen to negative 575 million euros. Revenue dropped ninety-six percent in one year, from 2.1 billion Danish kroner down to just ninety-three million. The Danish workforce, cut to about twenty-five people. LM Wind Power has lost money every single year since GE bought it in twenty seventeen. Nine straight years of red ink. So think about that. Two American blade factories now serve GE Vernova’s onshore business. One in Grand Forks, North Dakota, owned by GE, inside a division losing four hundred million dollars a year. The other in Newton, Iowa, owned by ECP, zero debt, five-year supply deal. The independent contract blade business that TPI Composites built is gone. Vestas took the India and Mexico plants in-house. GE’s supply is locked to ECP. The OEMs and their financial partners now own the factories directly. And that is a new era for wind manufacturing. Now, let us talk about what those blades are doing once they are spinning. Earlier this month, a brutal heat wave hit the eastern United States. Air conditioners running full blast. Grid operators scrambling to keep up. And off the coast of New England, two offshore wind farms stepped up. Vineyard Wind, eight hundred and six megawatts off Massachusetts. Revolution Wind, seven hundred and four megawatts near Rhode Island. Together they pushed hundreds of megawatts into the grid right when people needed it most. And here is the number that matters. Oil-fired power plants met about ten percent of peak demand on July second this year. Last summer, at the height of a similar heat wave, oil plants covered nearly fifteen percent. That is more than a gigawatt less oil burned. The projects that survived lawsuits, survived construction shutdowns, survived lease freezes, are now keeping the lights on in New England. Across the Atlantic, Scotland just approved two massive offshore wind farms. The Caledonia North and South projects in the Moray Firth, up to one hundred and forty turbines spread across one hundred and sixty-five square miles. Enough power for two million homes. Ocean Wind is leading the development with a commitment of about 1.7 billion pounds. And here is what makes this project different. Caledonia South will mix fixed-bottom and floating turbines, up to thirty-nine floaters. That blend of proven and next-generation technology on a single project is something to watch. Back in the United States, nineteen state attorneys general are suing the Department of Defense. The reason, wind project reviews. Federal law says any wind turbine taller than two hundred feet must go through a Defense Department check, to make sure it does not interfere with military radar or flight paths. Last August, the Pentagon stopped reviewing those projects. No explanation. No timeline for starting again. Maryland Attorney General Anthony Brown is leading the coalition, joined by attorneys general from eighteen other states including California, New York, and New Jersey. They want a court to force the Defense Department to start doing its job again. And finally, a story from the sea floor. Down in southern New England, lobster populations have been falling for decades. Back in nineteen ninety-eight, there were about fifty million lobsters in those waters. By twenty twenty-two, fewer than ten million. But something else is moving in. Jonah crabs. Fishermen used to throw them back. Now they are hauling them in by the thousands, selling them as a cheaper option to lobster. And researchers at the University of Rhode Island are finding that offshore wind foundations are acting like artificial reefs. Algae grows first, then barnacles and mussels, then fish and crabs follow. The question scientists are working to answer is whether these structures create new marine life, or just pull it in from the surrounding ocean. Either way, the turbines are not just making electricity. They are making habitat. Now, here is what to watch. This Wednesday, July twenty-second, GE Vernova reports second quarter earnings. And the numbers we just talked about will be in the room. One-point-seven billion dollars pumped into LM Wind Power, a blade company that has lost money nine years straight. Twenty million dollars to let ECP walk away with two factories and a five-year supply deal. GE Vernova is guiding for four hundred million dollars in wind segment losses this year. Meanwhile, its Power and Electrification divisions are printing money, nearly five billion dollars in free cash flow last quarter alone. So the question on that earnings call is simple. If you are spending eighty times more to keep your in-house blade maker alive than a private equity firm paid to buy your contract supplier, how long do you keep doing both? Watch for what GE Vernova says about LM Wind Power’s future, about North American onshore blade strategy, and about whether that 1.7 billion dollar injection was a rescue, or a goodbye. The answer could reshape who makes blades in this industry for the next decade. And that is the state of the wind industry for the 19th of July, twenty twenty-six. Join us for the Uptime Wind Energy Podcast tomorrow.

A pause on the Paramount Skydance acquisition of Warner Brothers. Oil and gas prices are on the rise. Dog complaints are growing in Boston. Stay in "The Loop" with #iHeartRadio.See omnystudio.com/listener for privacy information.

China's Golden Age on the Western Bookshelf China may seem like a big story today, but its presence on Western bookshelves was even greater during the 1930s. Books about China not only appeared on bestseller lists but often dominated them. In this short solo episode, John discusses some of the most notable titles of the decade. He begins with Pearl S. Buck's The Good Earth and ends with Ruth Harkness's account of panda collecting. Most of the popular books about China were highly sympathetic to the Chinese people. We take a close look at a striking exception: Ralph Townsend's now-forgotten Ways That Are Dark, which viciously attacked China and lavished praise on Japan. Show Notes Books mentioned in the episode: The Good Earth by Pearl S. Buck (1931) Also by Buck: Fighting Angel: Portrait of a Soul and The Exile (both 1936) Oil for the Lamps of China by Alice Tisdale Hobart (1933) Lost Horizon by James Hilton (1933) Ways That Are Dark: The Truth About China by Ralph Townsend (1933) My Country and My People by Lin Yutang (1935) Lin also wrote: The Importance of Living (1937) The Blue Lotus by Hergé / Georges Remi (1936)News from Tartary: A Journey from Peking to Kashmir by Peter Fleming (1936) Four Hundred Million Customers: The Experiences – Some Happy, Some Sad – of an American in China, and What They Taught Him by Carl Crow (1937) Red Star Over China by Edgar Snow (1937 in Britain, 1938 in the U.S.) The Lady and the Panda: An Adventure by Ruth Harkness (1938) The Books on Asia Podcast is co-produced with Plum Rain Press. Podcast host Amy Chavez is author of The Widow, the Priest, and the Octopus Hunter: Discovering a Lost Way of Life on a Secluded Japanese Island. and Amy's Guide to Best Behavior in Japan.The Books on Asia website posts book reviews, podcast episodes and episode Show Notes. Subscribe to the BOA podcast from your favorite podcast service. Subscribe to the Books on Asia newsletter to receive news of the latest new book releases, reviews and podcast episodes.

Business and finance news from the Asia-Pacific. Oil climbed to the highest level in more than a month and bonds fell as US and Iranian attacks escalated, renewing inflation concerns. Stocks stabilized after a technology-led selloff rattled markets last week. Treasury 10-year futures slipped 7/32, with trading in the cash market shut during Asian hours Monday because of a holiday in Japan. Government bonds in Australia and New Zealand also declined on concern that higher oil prices will stoke inflation. Equities were mixed. Nasdaq 100 futures rose 0.2% after Friday’s selloff, as Moonshot AI told investors it plans to go public within six months after its latest model challenged perceptions of US leadership in artificial intelligence. MSCI’s Asia Pacific equity index was little changed, while South Korea’s Kospi index fell 2.8% as traders returned following a holiday on Friday. For a look at the markets, Bloomberg TV Host Avril Hong spoke to Homin Lee, Senior Macro Strategist at Lombard Odier. Brent rose as much as 3.8% to $91.42 a barrel, the highest level since June, with back-and-forth strikes that have expanded beyond military targets. For an outlook of how the oil story is impacting the Asia-Pacific, Bloomberg TV Host Paul ALlen spoke to Illiana Jain, International Ecnomist at Westpac Banking Corporation.See omnystudio.com/listener for privacy information.

RNT: Trump, Iran, Canada to the rescue, Blue Angels, Oil, Flock cameras, and more

Contrary to the traditional flight-to-safety playbook, bond yields are rising alongside oil prices as war-driven inflation fears overwhelm demand for U.S. Treasuries as a haven asset. We examine why this unusual bond market behavior matters for every investor who holds fixed income, and what it signals about the durability of the post-pandemic rate environment.Today's Stocks & Topics: ZIM Integrated Shipping Services Ltd. (ZIM), Market Wrap, Netflix, Inc. (NFLX), High Deficit on Bond Markets, Financial Planning, War Bonds vs. War Stocks: How Treasuries Are Really Responding to the Iran Conflict, KPP Newsletter, Zions Bancorporation, National Association (ZION), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Newmont Corporation (NEM), Edison International (EIX), Archer-Daniels-Midland Company (ADM), FCC Trying To Change Quarterly Earnings Rules.Advertising Inquiries: https://redcircle.com/brands

Jul 17, 2026 – Explore how minerals and natural resources underpin modern technology, AI, national defense, and the shift to green energy. Financial Sense's Jim Puplava reveals how critical minerals drive everything from smartphones...

Jul 17, 2026 – Robert Bryce discusses his data center rejection database, highlighting the surge in local moratoriums and project denials across the U.S., including the recent first-ever state-wide moratorium by New York. He explains the drivers...

Energy analyst Josef Schachter discusses the evolving landscape of the global oil and gas sector. He identifies a new bull market cycle that began in 2020, driven largely by the industrial needs of the developing world and the essential role of fossil fuels in mining green energy minerals. Schachter details how geopolitical tensions in the Middle East and the conflict in Ukraine create significant market volatility and supply risks. He provides a technical outlook on price floors and investment strategies, specifically highlighting the resilience of the American and Canadian energy markets. While addressing the rise of electric vehicles and data centers, he argues that traditional hydrocarbons will remain dominant into the 2030s.  Escape the Technocracy Live Workshop (w/ Geopolitics & Empire)! https://escapethetechnocracy.com/product-escape-the-technocracy-live-workshop-season-2 Watch on BitChute / Brighteon / Rumble / Substack / YouTube *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Listen Ad-Free for $4.99 a Month or $49.99 a Year! Apple Subscriptions https://podcasts.apple.com/us/podcast/geopolitics-empire/id1003465597 Supercast https://geopoliticsandempire.supercast.com ***Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics American Gold Exchange https://www.amergold.com/geopolitics Escape The Technocracy (15% off w/ GEOPOLITICS!) https://escapethetechnocracy.com/geopolitics Expat Money (FREE “WW3 Plan-B” Report!) https://expatmoney.com/geopolitics PassVult https://passvult.com Sociatates Civis https://societates-civis.com StartMail https://www.startmail.com/partner/?ref=ngu4nzr Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Schachter Energy Report https://schachterenergyreport.ca Schachter’s Eye on Energy Substack https://josefschachter.substack.com X https://x.com/JosefSchachter LinkedIn https://www.linkedin.com/in/josefschachter About Josef Schachter As a 40+ year veteran of the Canadian Investment Management Industry, Josef Schachter has experienced several exceptional and turbulent global economic and stock market cycles.  With his primary focus in the stock market and the energy sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling story of what's going on, what is to come, and why. Josef is a frequent guest on Michael Campbell's Podcast ‘Mikes Money Talks' and other podcast and radio shows and is often quoted in the media.  He is a regular Guest Speaker at the annual World Outlook Financial Conference in Vancouver and he delivers presentations to various companies and organizations. For several years, he was a frequent and notably colourful  commentator on BNN Bloomberg's Market Call. Josef provided Oil and Gas research to Maison Placements Canada geared to their institutional clients for 15 years ending April 2017, and was acknowledged as the first analyst in Canada to predict the Oil Price Plunge of 2014. Prior to establishing his firm Schachter Asset Management Inc. in 1996, Josef was the Chief Market Strategist at Richardson Greenshields, a Director of RGCL and a member of its Investment Policy Committee. He holds a Chartered Financial Analyst designation and is a past Chairman of the Canadian Council of Financial Analysts. *Podcast intro music used with permission is from the song “The Queens Jig” by the fantastic “Musicke & Mirth” from their album “Music for Two Lyra Viols”: http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Jul 16, 2026 – Edward Gustely, co-founder and managing director of Penida Capital Advisors in Jakarta, breaks down how the escalating Iran war is reshaping global trade and energy security. He reveals why the Malacca Strait, carrying 40%...

Jul 17, 2026 – Chief Global Economist Ryan Sweet of Oxford Economics shares insights on the economic risks posed by renewed conflict in Iran, oil price volatility, and global supply chain pressures. He explains potential impacts on GDP growth, inflation

Donald Trump violated the diplomatic agreement and restarted the war, bombing Iran and re-imposing a naval blockade of the Strait of Hormuz. Ben Norton explains why the US government will fail, because it has no plan and lacks leverage, whereas Tehran and its decentralized military have escalation dominance. VIDEO: https://www.youtube.com/watch?v=HFHvtxgR5A8 Topics 0:00 Trump restarts war on Iran 0:36 USA violates agreements 1:49 USA won't accept defeat 3:07 Strait of Hormuz 5:37 Iran hits US allies in Gulf 7:20 Iran's decentralized military 8:43 Drones 10:25 Iran already won the war 10:56 Trump has no plan 13:13 Strait of Hormuz fees 13:51 (CLIP) Marco Rubio on fees 14:05 US fees vs Iran fees 14:52 Insanity of ground invasion 17:34 Scheme to seize Kharg Island 18:48 Oil and gasoline price 21:42 Strategic Petroleum Reserve 23:36 Global oil reserves running low 24:59 Danger of empire in decline 27:42 Outro

Stijn Schmitz welcomes Rory Johnston to the show. Rory Johnston is a Commodity Market Research Specializing in Oil and Gas. Johnston describes an unprecedented period of volatility in oil markets, where the supply-demand balance swung radically within a single month. Following a ceasefire in the Strait of Hormuz, a surge of previously stranded tankers created a temporary mini-glut, flipping market structures from severe backwardation into contango. However, this glut proved fleeting as inbound empty tankers, initially driven by the most risk-tolerant owners, have dried up, leaving Gulf loadings constrained by available shipping capacity. Consequently, supply is tightening aggressively again. The most significant factor absorbing the supply shock is China, which swung its crude imports down by five million barrels per day without clear economic damage domestically. Johnston explores speculative explanations, including massive refined product stock releases, a coal-to-petrochemical feedstock switch, or a geopolitical understanding with the US. He also suggests China may be using the crisis as a successful dry run for weathering a potential blockade in a Taiwan conflict scenario. This swing, totaling roughly half a billion barrels, dwarfs the collective releases from IEA member states. Beyond crude, the refined products market, particularly diesel, is critically tight. Diesel crack spreads have soared to staggering levels, driven by drone attacks damaging Russian refineries, prior damage in the Middle East, and China slashing product exports. Johnston clarifies that strategic petroleum reserves function as a supply boost, not passive inventory, and that operational tank minimums at hubs like Cushing primarily affect regional price differentials to discourage exports, not trigger infinite crude spikes. He concludes that the overriding vulnerability is refining capacity, which is easy to target and hard to defend, making North American facilities a potentially valuable geopolitical safe haven in the current drone warfare era. Timestamps: 00:00:00 – Introduction 00:00:29 – Guest Rory Johnson Introduction 00:01:06 – Energy Supply Demand Dynamics 00:04:30 – Mini-Glut and Market Flip 00:07:45 – Hormuz Traffic and Tankers 00:10:44 – China Import Swing Explained 00:15:00 – China Inventory Releases Analyzed 00:20:45 – Western SPR and Inventories 00:25:30 – Commercial vs Strategic Stocks 00:29:00 – Global Oil Deficit Calculation 00:34:00 – Refining Capacity Tightness 00:42:00 – Product Shortages and Prices 00:48:00 – Refinery Investment Outlook 00:52:50 – Concluding Thoughts Guest Links: Substack: https://www.commoditycontext.com/ X: https://x.com/Rory_Johnston Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, host of the Oil Ground Up podcast, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. He is a leading voice on oil market analysis, advising institutional investors, global policy makers, and corporate decision makers. His views are regularly quoted in major international media including the Financial Times, New York Times, Wall Street Journal, Bloomberg News, Reuters, BNN Bloomberg, CBC, and Financial Post, and he frequently appears on numerous market and industry podcasts (e.g., Bloomberg's Odd Lots, Hidden Forces, etc.). Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank where he set the bank's energy and metals price forecasts, advised the bank's executives and clients, and sat on the bank's senior credit committee for commodity-exposed sectors.

Jul 16, 2026 – The AI trade is running out of oxygen, and the fire is shifting elsewhere. Jim Puplava sits down with Samantha LaDuc of LaDuc Trading to unpack a market stuck in a tight, tense range near all-time highs, as money rotates...

Oil prices are surging, the Fed is flagging war-driven inflation risks, and consumers are already feeling pain at the pump — raising fears that a second inflation wave could undo the progress made over the past two years. We walk through whether the current macro setup is truly comparable to 2022 and what investors should do differently this time.Today's Stocks & Topics: Covered Calls, Market Wrap, The Auto Industry, S&P Global Inc. (SPGI), Arista Networks, Inc. (ANET), RELX PLC (RELX), How to Protect Your Portfolio from Inflation's Second Wave, Costco Wholesale Corporation (COST), Altria Group, Inc. (MO), Philip Morris International Inc. (PM), Industrial Supply Change.Advertising Inquiries: https://redcircle.com/brands

More than a billion barrels of expected oil supply have been removed from the market. Yet prices suggest the danger has passed. Adam Rozencwajg joins Cem Karsan and Niels Kaastrup-Larsen to explain why that conclusion may be dangerously premature. The missing barrels have not disappeared from the equation. Their impact is still moving through tankers, refineries and inventories, hidden by reporting delays and China's strategic response. From the limits of petroleum reserves to falling stockpiles, gold's correction and the energy required to power AI, this episode examines a market caught between what prices are saying and what the physical system may soon reveal.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Episode TimeStamps: 00:00 - Why commodity super cycles are driven by capital investment, not geopolitics09:30 - The impact of Middle East supply disruptions on global oil markets15:38 - Oil inventories, strategic reserves and why the data may be misleading21:57 - China's energy strategy and its growing influence on global markets31:23 - Why energy markets have not reacted as many investors expected37:13 - China's long term energy transition and global demand implications43:59 - Why oil prices have fallen despite tightening fundamentals48:12 - The outlook for oil markets over the coming months58:25 - Gold, investor positioning and what could trigger the next rally01:02:59 - Strategic government investment and the future of critical commodities01:09:22 - Why energy remains the biggest opportunity in the AI boom01:11:53 - Final thoughts on where commodity markets go from hereCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Steve Hayes is joined by Jonah Goldberg, Mike Warren, and Mike Nelson to break down the return of hostilities with Iran and the changing realities in the Russia-Ukraine war, and to recall Lindsey Graham's tenure in American politics. The Agenda: —Is the war back on? —Oil prices down, stocks up —“The guardian of the strait.” —Russia-Ukraine war —Russia's economic crisis —Lindsey Graham's Tenacious Pursuit of Influence —NWYT: Being a curmudgeon The Dispatch Podcast is a production of ⁠The Dispatch⁠, a digital media company covering politics, policy, and culture from a nonpartisan perspective. To access all of The Dispatch's offerings—including audio versions of all our articles and newsletters—⁠click here⁠. If you'd like to remove all ads from your podcast experience, consider becoming a premium Dispatch member ⁠by clicking here⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses where investors may find opportunity beyond the AI sector and risks that could slow market gains.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll be discussing our broadening thesis and the near-term risks to monitor. It's Tuesday, July 14th at 11:30 am in New York. So, let's get after it. The broadening trade is now playing out. It's showing up in stock prices, relative performance and earnings revisions. It's also making investors question the sustainability of the most crowded areas of the market, and consider other near-term risks. I first made the broadening call late last year based on my view that the economy had entered a new expansion after completing the rolling recession in April of 2025. In a new expansion, earnings growth tends to be much better than expected because revenue growth returns to companies that have already become more cost efficient. That's classic operating leverage. The market began to anticipate that dynamic late last year, but then the Iran conflict interrupted the move. Oil surged, rate-cut expectations disappeared, and investors crowded back into the most obvious AI capex beneficiaries led by semiconductors and memory, in particular. Since mid May, that interruption has faded with oil prices falling sharply and the broadening trade has begun to work again. Importantly, the market is not abandoning AI. It is simply rotating within AI and beyond AI. And that distinction matters. Semiconductors have had a historic run, supported by earnings revisions. But even great stories get exhausted in the short term. When earnings revisions breadth is pressing against historical highs and the trade becomes one of the most crowded areas of the market, the bar for upside gets very high. At that point, the issue is not whether the story is good. The issue is whether the rate of change can keep improving. That is a very different question. The underperformance of the hyperscalers was probably the first warning sign. Semis depend on hyperscaler capex. So when the spenders start lagging the beneficiaries, that divergence usually resolves one way or another. And now we're starting to see it. Meta's decision to sell excess capacity to outside customers may not mean the AI capex cycle is over. But it does tell you the market is beginning to ask harder questions about the path and pace of that spending. Credit spreads and stock prices of these hyperscalers provide the feedback loop to managements that maybe they should curtail the pace of spend. We've had multiple corrections inside this AI cycle already. This looks like another one – not the end of the cycle, but a reset. That reset is what gives the rest of the market room to work. Our preferred ways to express the broadening remain Consumer Discretionary Goods, Transports, and Biotech. These are not the areas investors have been excited about. In fact, positioning and sentiment remain subdued. But that's exactly why I like them. The risks to the story in the short term are two-fold. First, uncertainty about the full re-opening of the strait remains high, with pivots on both sides. This is keeping oil prices volatile in the short term even if the primary trend remains lower. Second, interest rate volatility is picking up again with the entire curve shifting higher in both nominal and real terms. If this doesn't stabilize, it will have a negative impact on stocks both at the index level and even for stocks that should benefit from our broadening call. With the inflation data coming in today softer than expected, this should reduce some of the recent upward pressure on rates. However, the new Fed Chair and board remain resolute to make sure inflation doesn't rear its head again. In the end, dealing with this risk up front is a good thing in my view even if it means uncertainty for markets. Bottom line, equity markets have been consolidating and correcting for the past several months. This is the result of the peak rate of change in earnings revisions and a reaction function shift at the Fed to focus more on the inflation mandate than growth. With the recent rollover in semiconductors, heavy supply of equity and credit issuance, and a transition of leadership at the Fed, expect more volatility and corrective activity in stocks before the next leg of the bull market resumes. Don't chase momentum. Instead, add to risk on down days to areas that will benefit from a broadening in the economy and earnings growth. Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!