Podcasts about oil markets

Cory Fleck and Shad Marquitz reconnect after a brief summer break to digest the latest price action across the commodity space. They take a close look at what's driving the current market grind and where key sectors could be heading as the seasonal lull plays out. Key Discussion Points: Summer doldrums in full effect: Why low liquidity and quiet trading volume are keeping precious metals and broader commodities stuck in correction territory. Fed policy and bond market realities: What rising ten-year yields mean for dollar strength and metals momentum. Gold and silver chart setups: Looking at whether precious metals are quietly building a floor or just pausing before another leg lower. Copper resilience versus equity lag: Why physical copper price action has stayed sturdy while copper stocks continue to drag. Energy market wildcards: How ongoing geopolitical tension, crude swings, and shifting supply lines affect oil, and longer term potential future demand for natural gas, uranium, and critical minerals. Navigating junior mining stocks: What investors need to keep in mind regarding cash burn, drill results, and tight financing conditions.   Please let us know your thoughts in the comments or through email! Our email addresses are Fleck@kereport.com and Shad@kereport.com       ----------------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

How much runway does the world's energy market still have? Our Head of Commodity Research Martijn Rats joins our Global Head of Fixed Income Research Andrew Sheets to explain what's causing pressure beyond renewed tensions in the Middle East.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley.Martijn Rats: And I'm Martijn Rats, Head of Commodity Research at Morgan Stanley.Andrew Sheets: Today – talking about the recent volatility and the direction ahead for oil.It's Wednesday, July 29th at 2pm in London.Martijn, it's great to talk to you again. We haven't talked for a little while on this program. But oil is once again back in the headlines and it's moving around.So maybe to just jump right into things, as you look at the lay of the land in global energy markets at the moment, what's been happening? What are you telling clients?Martijn Rats: Okay. Well, we've had a large amount of volatility, over the last couple of weeks. If you roll the clock back, sort of, to the beginning of June. In the beginning of June, it started to become clear that already some more oil was leaking out of the Strait of Hormuz than perhaps, many of us anticipated at the time.But that data has been confirmed since then. And then, of course, in the middle of June, we got the memorandum of understanding. And after that, roughly 100-150 million barrels a day or so that was behind the Strait of Hormuz got cleared. And that…Andrew Sheets: These were tankers that were stuck there during the conflict, all came out.Martijn Rats: Absolutely. Laden tankers that were there; had just basically turned into floating storage for a good couple of months. They all cleared out, and that actually created a bit of a glut, in the sense that all of a sudden, the refiners of this world had a lot of crude to absorb. And we saw many indications of physical looseness in the market, physical differentials, calendar spreads.All sorts of indicators pointed that physically there was a lot of oil, temporarily to be absorbed. And the spot price of Brent fell to $70. And that looked to be the new direction of travel. In principle, the world is not short of oil if you take the geopolitics out of it.So, for a while it, it looked bearish. But then a new set of disruptions came, and the military conflict restarted, and we've had 13 days of overnight bombing. And with that also the flow through the Strait of Hormuz diminished again. And we are back in the last, sort of, week, 10 days to very, very low levels. The same levels we had in March.The flow through the strait is not exactly zero. But it's sort of 2-3 million barrels a day, sort of, down 80 percent to 90 percent of what it was before the conflict. And with that, prices have rallied. But on top of that, last week it looked like the military activity could really scale up. And for a couple of days, the markets priced that in.But then we have other choke points to take into account now. Not only Hormuz, but the Bab el-Mandeb, the CPC terminal, the issues in global refining. Altogether, it's been a tremendously volatile period. So, we're on the whole leaning towards the constructive side because there are so many disruptions in the system. But it's a very hard one to call at the moment.Andrew Sheets: So Martijn, let's talk about those other disruptions besides just the Strait of Hormuz. Because yeah, it's not just the Strait of Hormuz anymore. We have issues in the Red Sea. You have ongoing issues with Russian energy infrastructure that's being attacked by Ukraine. Just what are these other factors that are out there? And how much do they matter relative to, you know, how many ships are passing through the Strait of Hormuz?Martijn Rats: Yeah. They matter a lot, and you can see that expressed in the price of refined product more than the price of crude. If you look at the main global benchmark for the price of diesel, which is arguably the ICE gas-oil contract, which are diesel barges delivered in Rotterdam or in the wider ARA area, it's trading at about $1,200 a ton, which is sort of $150-$160 per barrel.That's where you see the tightness. And so out of the total end user price, the refiners are capturing more at the moment than the crude suppliers. But what end users pay is not $85 per barrel for Brent crude oil, it's $1,200 a ton for diesel. And that is a very high price. Now, that is a result effectively of four major issues that the oil market has to deal with.One of them is Hormuz, as just discussed. But then we come to these other three. And these other three are the Bab el-Mandeb, which is the strait on the other side of the Arabian Peninsula that provides entry and exit to the Red Sea. That strait has gained in importance because Saudi Arabia has been redirecting about 4 million barrels a day of crude oil supply that was previously exported via Hormuz. Now through the East-West Pipeline to a terminal near a city called Yanbu, from where it is loaded and mostly sails down south through the Bab el-Mandab to refineries in Asia.The Bab el-Mandab is a strait that is effectively controlled by the Houthis, which is an Iran-aligned group that controls much of Yemen. And already in [20]24, earlier in [20]25, they've been very effective, controlling tanker traffic through that strait. And in the last sort of week or so, they have said that they will no longer allow Saudi tankers to sail out. And also, that group has executed drone attacks on Saudi oil infrastructure near the Jazan refinery, near the Yanbu terminal, and overnight also the Abqaiq facility, which is a large oil processing plant.So, this whole Red Sea situation puts at risk something like an incremental 3.5 million barrels a day of crude.Then we've had to deal with issues at the CPC terminal, which is again, also a very large oil export terminal. About 1.5-2 million barrels a day of crude is exported from CPC, which is a terminal near the Russian city of Novorossiysk.Ukraine has been executing drone attacks on tankers that have been trying to load from the CPC terminal. Much of last week, the CPC terminal was out. Over the last 24 hours, a few tankers have loaded again, but it's very unreliable. It's on again, off again. It's a very disrupted flow. In and of itself, a single terminal loading 1.5-2 million barrels a day is very, very large. So, we care.And then the third issue that the oil market has been dealing with, and this also comes back to this issue about these refined product prices, is very severe tightness in the global refining system. That is an issue of some refineries can't export because they're behind the Strait of Hormuz again.So, you can say, "Well, isn't that; that's sort of the same problem?" But nevertheless, it expresses it somewhere else. It's partly a problem of, sort of, the Chinese refinery system running very low. But it's recently mostly been driven by Ukrainian drone attacks on Russian refineries. And by now, something like 60 percent of the Russian refining system is out.And with that, exports of refined products have declined very significantly. There's a gasoline export ban. There's a diesel export ban from Russia. Russia used to be a very large diesel exporter. That is now down to practically zero. And with that, refined product markets have rallied severely on top of the price of crude.Andrew Sheets: And I think that's interesting [be]cause when we think about the economic impact of oil, while, you know, the price of oil per barrel is often the most kind of visible marker that we have – it's often the refined product that we actually use. You know, a truck is running on diesel. It's not running on crude oil.And, you know, that cost of diesel, of jet fuel, of gasoline, you know, that is the thing that can often really affect business margins. And the ability to operate and move product around. So, I mean, just give a sense like how much have those diesel prices gone up? And how much further could they rise if you're operating, you know, a trucking company in Europe?Martijn Rats: Yeah. Look, when supply is inherently scarce, we often ask the question – what is the demand destruction price, right? If you can't supply the stuff quick enough, the physical oil market, be it crude or refined product, must balance.There are a finite number of molecules in the system, and we can store them for a bit. We can take them out of storage. But when you take storage into account, molecules can't disappear out of nowhere. And they can't create it out of nowhere either. So, the system must balance. And if you can't supply it quick enough, the only way to balance sometimes is through demand destruction.And then we ask the question, what is the price that effectively causes that to happen? And if you look historically, that is often expressed in crude, something like $140-$150 a barrel. We've seen that before. But those were occasions where refining was not an issue. And then crude needs to do the heavy lifting to drive prices higher.What we're having at the moment is that refined products need to do it. And so, from experience earlier in the year, back in 2022, some other occasions, the price that destroys diesel demand is probably in the order of $1,400 a ton. In the diesel market, we use tons rather than barrels for historical reasons. Just to make it easy.But it's about $1,400 a ton, which is about sort of, you know, like $180-$190 per barrel. That really stops diesel demand in its track. At the moment, we're $1,230-$1,240, that sort of level. And so, we are getting close. There is probably a little bit more to go, like another 5 percent, 10 percent, that sort of thing, before you really hit some exceptionally high levels.But the diesel price, I would argue, is doing exactly that. It's searching for this demand destruction price. It's just if you then take that sort of $160 diesel that we have at the moment, how much do the refiners get versus how much do the crude producers get?At the moment, the refiners are getting $65- $70 out of that, leaving comparatively little for the crude supplier. But the refined product price is the channel by which the economy is impacted and ultimately also by which demand is eroded.Andrew Sheets: When we're talking about demand destruction, we're talking about at what price does a trucking company not operate, does not drive as much, you know, does not, you know... We're talking about less activity. And inherently that is, I think a risk to growth. But especially risk to growth in Europe where the starting point for growth is already pretty weak.Martijn Rats: Yes. So, we are watching as much, how the Ukrainian drone attacks on Russian refiners are playing out as we are watching, sort of, the Strait of Hormuz.Andrew Sheets: Martijn, the last thing I wanted to talk to you about is, you know, we've been talking about the Iran conflict since late February. And, you know, we're sitting here in late July. And it's clear that, you know, there was a small normalization in flows as you talked about. But we're back to a place where those flows are nowhere near normal.And I think the question on everybody's mind is how much longer can this go on before there's a much larger shock to energy prices?Now, again, you've mentioned we're already seeing some of that shock to diesel, but, you know, a much bigger disruption. What's your current thinking on how much runway the energy system still has?Martijn Rats: Yeah. It's an excellent question, and it's turned out to be fiendishly hard to answer. My gut feel based on how the data is behaving, based on what we know from history: If this lasts another, sort of, month or two, three, then it's hard to argue that by then the buffers in the system will not have been completely exhausted.The reason why I think oil analysts have lost a degree of confidence in forecasting this accurately is that there's a lot of unexplained oil that does require some explanation. If you look at the cumulative amount of supply loss from the Middle East since the start of this conflict, easily over 1.5 billion barrels. 1.5 billion barrels in 150 days is an enormous amount.And yet, the inventory draws that we can find in observable data, they are at best a third of that, maybe 0.5 billion barrels. And so, there's another billion barrels where you say, "Yeah, we had that last year, but we don't have this this year.”How did we solve that billion-barrel problem? And you can say, "Well, we were a bit oversupplied going into it," and a few other things. But you, sort of, have to conclude, and I think this is also, you know, talking to clients and investors, other market participants. I think this is sort of collectively we're discovering this is that this system of, like, unobservable inventories has to be way bigger.That is either inventories like in the supply chain, inventories at customers end, or in countries where we generally just have very little data anyway, like in China. And so, the system has been behaving as if already in [20]24 and [20]25 actually, we were putting a lot of oil into these, in storages that are hard to observe – because in that period we had the opposite problem.We were forecasting large inventory builds, and we couldn't find them all. And now we're forecasting large draws, and we haven't been able to find them all. And so, the system has been behaving as this; the unobservable part of the inventories are way larger.And… But at some point, they also run out. But because they're hard to observe, we don't know when. And I would guess if we're getting towards the end of the summer by August-September, and we're still in this situation? Yeah, then we're going into the winter. Like, you know, German households objectively have little storage of heating oil.Andrew Sheets: Mm-hmm.Martijn Rats: And they need to be rebuilt. And there are a few examples where we do know what customers are doing with their inventories, and they point to a picture where, yeah, by the end of the summer, like, we're running on fumes. And so, look, this – we've been able to patch this up. But it can't go on forever.Andrew Sheets: Well, Martijn, always a pleasure to, to catch up with you and talk energy markets.Martijn Rats: Nice to talk to you.Andrew Sheets: And thank you for listening. If you enjoy Thoughts on the Market, please take a moment to rate and review us.And please share with a friend or colleague today.

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/

The Middle East conflict has entered a new phase, but where could it go from here and what would it mean for the global economy? Host Mandy Drury speaks with CommBank Senior Geo-Economics Analyst Dr Madison Cartwright about why the Memorandum of Understanding collapsed, the three most likely paths for the conflict and why a diplomatic solution may become more likely over the coming months. Mandy also speaks with CommBank Head of Commodities and Sustainable Economics Vivek Dhar about how markets are assessing the conflict, the outlook for oil prices and what higher energy costs could mean for Australian households, businesses and inflation. Plus, CommBank Senior Associate, Market Strategy and Rates Research Michael Tang shares the key focuses for markets in the week ahead. Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au. No Reliance This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes. This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast. The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made. Liability Disclaimer The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast. Usage of Artificial Intelligence To enhance efficiency, GEMR may use the Bank approved artificial intelligence (AI) tools to assist in preparing content for this podcast. These tools are used solely for drafting and structuring purposes and do not replace human judgment or oversight. All final content is reviewed and approved by GEMR analysts for accuracy and independence.See omnystudio.com/listener for privacy information.

July 27, 2026 – Chase Taylor flies solo to break down a dramatic reversal in oil prices following geopolitical tensions in the Middle East. He explains why the market sold off despite major infrastructure damage, what to watch next, and why the duration of supply disruptions matters far more than the initial headlines. Chase also covers Nvidia, Chinese AI, software, semiconductors, and the key market themes investors should be watching this week.

Brent topped $100/b last week, driven by escalating US-Iran tensions and Houthi attacks threatening Saudi crude exports through the Red Sea. Prices have since retreated to around $90/b after the US paused action and Iran-Oman talks showed tentative progress. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

With oil prices spiking and gas crossing $4 again due to Middle East conflict, the Federal Reserve faces a nightmare scenario where energy-driven inflation could force rate hikes even as the economy shows signs of slowing. This tension between fighting war inflation and supporting growth is the single biggest macro question for investors right now.Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, Oscar Health, Inc. (OSCR), Lumentum Holdings Inc. (LITE), Solventum Corporation (SOLV), The Fed's Impossible Position: War Inflation vs. Rate Cuts, Interest Options, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Dover Corporation (DOV), LiveWire Group, Inc. (LVWR), The Oil Markets.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

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

What's driving edible oil markets currently (and potentially, in the months to come)? Any oilseed-specific concerns that could impact veg oil prices? How does an oil buyer address this degree of uncertainty/volatility? Next Wednesday, don't miss our live webinar! Behind the Packaging Price: What Resin Markets Are Telling Buyers Right Now With special guest, Michael Workman, Executive Director at RTi Global/ResinSmart, Clients, check your inbox. Everyone else can register by going to mckeany-flavell.com Host: Eric Thornton, Vice President Expert: Nicole Thomas, Vice President – Information Services

Plus: Oil prices approach $100 a barrel as tensions continue to escalate between the U.S. and Iran. And Tesla shares fall after hours following earnings report. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The bond market just broke a major correlation at a particularly crucial moment. As the Warsh Fed sets out to stamp its mark on the market, the market is already stomping the narrative and doing so in a highly unusual way. UST & WTI have split up, with more than the Fed getting caught up in the burgeoning divorce. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here https://eurodollar-university.com/home-page----------------------------------------------------------------------------------https://www.cnbc.com/video/2026/07/16/pending-home-sales-june.htmlhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

The conflict between the U.S. and Iran is once again threatening the flow of oil through the Strait of Hormuz, raising new concerns about gas prices, diesel costs, and the risk of global supply shortages.Chuck Zodda and Mike Armstrong break down why the situation in the Middle East remains so difficult to resolve, how refinery shutdowns in Russia, China, and the Persian Gulf are tightening supplies of gasoline and diesel, and why the U.S. may have limited options short of a major escalation. They also discuss the quiet earnings week ahead, why Alphabet's AI spending and delayed Gemini rollout matter for investors, how Waymo could become a bigger part of Google's future, whether retail investors are really moving beyond the Magnificent Seven, and why the World Cup delivered a major boost for Boston bars and local economies.

July 20, 2026 – Zach Abraham and Chase Taylor discuss one of the biggest disconnects in today's markets: why oil prices remain remarkably calm despite escalating conflict around the Strait of Hormuz. They also break down Tesla's earnings, why markets continue rewarding risk, China's surprising resilience, and what investors should watch if geopolitical risks begin colliding with economic fundamentals.Register Here for Zach's upcoming "Market Blind Spots" Webinar – July 23rd at 3:30pm PST:KnowYourRiskPodcast.com

July 18, 2026; 7am: President Trump packed his Thursday primetime address with false and misleading claims about U.S. election security. Trump unveiled documents he claimed provided definitive proof of widespread voter fraud, but many of those are directly undercut by the documents the White House released. Chief Washington Correspondent for MeidasTouch, Scott MacFarlane, and Jackie Lopez, partner with the Elias Law Group, join “The Weekend” to debunk some of his election conspiracies. For more, follow us on social media: Bluesky: @theweekendmsnow.bsky.social Instagram: @theweekendmsnow TikTok: @theweekendmsnow 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.

Commodities are back in the spotlight and new data centers, expanding power grids, and manufacturing changes are driving explosive demand. However, years of underinvestment are making it hard to meet that increased consumer demand. With inflation, geopolitical tensions, and the growing demand for energy and raw materials adding to the mix, what questions should investors consider in today's market? In this episode, you'll hear what's driving markets such as copper, gold, oil, and agriculture, and why some investors are taking a fresh look at commodities for diversification and inflation protection. If demand keeps growing while supply remains constrained, what could that mean for portfolios in the years ahead? Join Hussein Allidina, Managing Director, Head of Commodities, TD Asset Management Inc. (TDAM), Humza Hussain, Vice President & Director, Commodities, TDAM, and Adam Grinbergs, Associate, Portfolio Research, TDAM as they examine the supply and demand forces shaping commodity markets and discuss the role they can play in portfolio diversification and inflation protection. Highlights include: 04:11 What commodities are and how investors gain exposure through futures markets 06:08 Why underinvestment, electrification, AI infrastructure, and reshoring are supporting commodity demand 11:03 Copper's supply challenge and why new production is taking longer to develop 16:00 The role commodities can play in diversification and inflation protection 23:19 Views on key commodity markets, including agriculture, natural gas, copper, gold, and oil       For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bongani Bingwa speaks to world news correspondent Adam Gilchrist about major global stories, including renewed US military strikes on Iran and their impact on global oil markets, calls by US senators for an inquiry into a missile strike on an Iranian school, and a growing outbreak of cyclosporiasis affecting thousands across the United States. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg-based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team brings you all you need to know to start your day Thank you for listening. Listen live on Primedia+ weekdays from 6 am to 9 am (SA Time) https://buff.ly/gk3y0Kj For more from the show and catch-up podcasts, visit Primedia+ here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Let’s keep the conversation going online: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702See omnystudio.com/listener for privacy information.

Bongani Bingwa speaks to world news correspondent Adam Gilchrist about major global stories, including renewed US military strikes on Iran and their impact on global oil markets, calls by US senators for an inquiry into a missile strike on an Iranian school, and a growing outbreak of cyclosporiasis affecting thousands across the United States. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg-based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team brings you all you need to know to start your day Thank you for listening. Listen live on Primedia+ weekdays from 6 am to 9 am (SA Time) https://buff.ly/gk3y0Kj For more from the show and catch-up podcasts, visit Primedia+ here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Let’s keep the conversation going online: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702See omnystudio.com/listener for privacy information.

atrick De Haan of GasBuddy joins Chris and Amy to explain why gas prices are climbing again after weeks of declines. He discusses how the conflict involving Iran, disruptions around the Strait of Hormuz, and attacks on Russian refineries are driving oil higher, when drivers can expect to see price increases at the pump, and how higher fuel costs could affect airfare, grocery prices, and inflation in the months ahead.

https://www.youtube.com/watch?v=Q2f7C_7ZyG0 Recorded: July 9, 2026 In this post–Fourth of July episode of the PetroNerds Podcast, Trisha Curtis welcomes Hon. Jason Isaac back to the show for a wide-ranging discussion about global oil markets, geopolitical risk, American energy security, and the policies shaping energy affordability and reliability. Trisha begins with a market snapshot—WTI near $72 per barrel, Brent around $76 per barrel, and Henry Hub natural gas near $3 per MMBtu—before examining the renewed conflict involving Iran. Trisha and Jason discuss attacks on ships and military installations, continued crude movements through and around the Strait of Hormuz, U.S. vessel escorts, ship-to-ship transfers, trucking, and the growing pipeline infrastructure that could steadily reduce Iran's leverage over global oil flows. The conversation then expands to Russia's shadow tanker fleet, Ukrainian attacks on vessels and refining infrastructure, Venezuelan and Iranian crude exports, and India's growing role in refining Russian oil. Trisha explains why disrupting individual tankers and refineries matters, while cautioning that Russia still has multiple ways to move crude and obtain refined products. Trisha and Jason also break down the coordinated release from the Strategic Petroleum Reserve, emphasizing the difference between an exchange and an outright sale. They discuss the relationship between SPR drawdowns, U.S. crude exports, oil prices, and the eventual need to replenish strategic inventories. China is another major focus. Trisha challenges conventional estimates of Chinese oil demand and argues that China's ability to reduce imports may reflect years of aggressive stockpiling rather than a sudden drawdown of its reserves. They explore China's refined-product exports, its economic slowdown, its energy relationship with Russia, and the enormous influence Beijing continues to exercise across global energy markets. In the second half, the conversation turns to energy development in Africa, international financing, the World Bank, the U.S. Export-Import Bank, European energy policy, air-conditioning access, climate modeling, fuel taxes, climate litigation, the Texas power grid, Permian Basin natural gas, flaring restrictions, transmission spending, and the cost of integrating intermittent generation. Throughout the episode, Trisha and Jason make the case that abundant, affordable, and reliable energy is essential to economic development, national security, and human flourishing. Prepared from the supplied episode transcript.  Key Topics Why crude continued moving despite disruption concerns in the Strait of Hormuz Pipeline projects and alternative transportation routes around the strait Iran's shrinking leverage over regional oil exports Russian shadow tankers and Ukrainian attacks on refining infrastructure The Strategic Petroleum Reserve exchange and its impact on exports and prices U.S. crude production approaching 14 million barrels per day China's oil imports, stockpiling strategy, demand, and refined-product exports Energy investment, corruption, and infrastructure development in Africa International financing for coal, natural gas, and energy development European heat, air-conditioning access, and electricity reliability Climate modeling, RCP8.5, and the “They Knew” research project California fuel taxes and the consumer cost of climate mandates Climate litigation involving energy companies Texas transmission projects and the cost of integrating wind, solar, and batteries Permian Basin natural gas, power generation, ESG commitments, and flaring

Crosspost! Shaun Haney and Jacob use the global football tournament as a springboard to discuss nationalism, international institutions, and the role sport plays in bringing people together, while acknowledging that politics inevitably follows major global events.Shapiro says that international sporting events can provide valuable insight into broader geopolitical trends while also serving as a rare source of optimism.--Referenced in the Show:Frontlines: https://www.youtube.com/watch?v=wckZi7rZU3U--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--

Live July 7, 2026 | Yaron Brook Show(Season 12, Episode 117)OpenAI; Deficit; Yen; Oil; Iran; Muslim Brotherhood; Cuba; Le Pen; Achievement | Yaron Brook ShowOpenAI's Dangerous Future? Debt, AI, Iran & the Collapse of Political IllusionsIs OpenAI becoming just another government-backed institution? Can the world keep borrowing forever? Is AI about to create unprecedented prosperity—or unprecedented political control?This episode tackles some of the biggest economic, technological, and geopolitical questions shaping the future. From OpenAI's rumored IPO ambitions and government influence over AI, to exploding deficits, Japan's fiscal crisis, oil markets, Iran, Europe's political battles, and the future of capitalism, Yaron Brook connects today's headlines to the deeper philosophical ideas driving them.Along the way, Yaron discusses the Muslim Brotherhood's long-term strategy in Europe, Cuba's hesitant market reforms, Marie Le Pen's political future, crime trends in America, AI-powered household robots, and answers an extensive round of audience questions covering everything from AI abundance and cancer research to India, Australia, Israel, Musk's X Money, healthcare, immigration, and much more.If you want analysis that goes beyond today's headlines and gets to the fundamental ideas shaping tomorrow's world, this is an episode you won't want to miss. Watch now: https://youtube.com/live/o-9VSBMr3p4Main Topics00:00 Introduction, FIFA World Cup & Argentina vs. Egypt03:57 Politics Invades Soccer07:32 Quarterfinal Predictions & World Cup Reflections11:19 OpenAI, IPO Plans & Government Influence15:29 Can Government Control AI?22:53 Deficits, Tariffs & Currency Distortions27:16 Japan's Fiscal Crisis & Global Spending32:12 Debt, Oil Markets & Energy Economics34:12 Gas Prices, Refineries & Iran43:41 Strait of Hormuz & America's Response50:51 Support the Show51:25 The Muslim Brotherhood's Strategy in Europe56:46 Cuba's Economic Reforms1:04:01 Marie Le Pen's Legal Challenges1:08:02 Is Crime Really Falling?1:10:07 AI Humanoid Robots Are Coming1:13:59 Closing Thoughts1:15:04 London Documentary Project UpdateLive Audience Questions1:22:54 Will AI End Scarcity—and Capitalism?1:28:30 Can AI Cure Cancer or Build Star Trek?1:29:32 Why Is Northwest Arkansas Booming?1:30:40 Is Australia Losing Economic Freedom?1:31:40 Did Netanyahu Allow Qatari Cash into Gaza?1:33:27 Does Altruism Hide Cowardice?1:34:19 Returning to Destiny?1:34:31 Musk's X Money—Game Changer?1:35:34 Can Objectivism Thrive in India?1:36:32 Does Government-Controlled Tech End Privacy?1:36:52 Who Pays for Europe's Military Spending?1:37:12 Why Are BYD Cars in Israel but Not America?1:41:21 Who Should Lead Israel Next?1:44:48 What If Trump Had Never Been President?1:48:21 Europe's Air Conditioning Crisis1:50:00 Has Poland Preserved Western Values?1:51:51 Which Paris Museum Should You Visit?1:55:20 Speaking at Indian Universities?1:55:58 Open Borders with Western Democracies?1:56:43 Gad Saad and "Suicidal Empathy"1:57:24 College Sports After NIL1:59:41 AI, Healthcare & Changing Gender PoliticsSubscribe for daily analysis on economics, politics, philosophy, technology, investing, and current events.#OpenAI #ArtificialIntelligence #Iran #Economics #Deficit #OilPrices #Capitalism #Objectivism #Politics #Trump #Socialism #Ukraine #Immigration #WorldPoliticsThe Yaron Brook Show is Sponsored by[The Ayn Rand Institute](https://www.aynrand.org/starthere)[Energy Talking Points, featuring AlexAI, by Alex Epstein](https://alexepstein.substack.com/)[Express VPN](https://www.expressvpn.com/yaron)[Hendershott Wealth Management](https://www.youtube.com/watch?v=X4lfC...) &(https://hendershottwealth.com/ybs/)[Michael Williams & The Defenders of Capitalism Project](https://www.DefendersOfCapitalism.com)[Support the Show]( / yaronbrookshow )[Sponsor the Show](askyaron@yaronbrookshow.com/)[One-time donation](https://bit.ly/2RZOyJJ)Join the [Yaron Brook Show YouTube channel]( / @yaronbrook )Like what you hear? Like, share, and subscribe to stay updated on new videos and help promote the [Yaron Brook Show](https://bit.ly/3ztPxTx)Continue the discussion by following Yaron on [Twitter](https://bit.ly/3iMGl6z) and [Facebook](https://bit.ly/3vvWDDC )Want to learn more about Ayn Rand and Objectivism? Visit the [Ayn Rand Institute](https://bit.ly/35qoEC3)Become a supporter of this podcast: https://www.spreaker.com/podcast/yaron-brook-show--3276901/support.Yaron is the executive chairman of the Ayn Rand Institute and a world class speaker. He is the coauthor of the national best-seller Free Market Revolution: How Ayn Rand's Ideas Can End Big Government, Equal is Unfair: America's Misguided Fight Against Income Inequality and In Pursuit of Wealth: The Moral Case for Finance. He speaks around the world on a variety of topics including the morality of capitalism, Ayn Rand and her philosophy, finance and economics, and the value of inequality.

In this episode Jason makes specific predictions about global oil markets over the next few years, all of which is great news if they come to pass. The DZA website is here. Predictions For Global Oil Markets In The Next Few Years Jason Scorse Download

Amid soaring power demand and energy security concerns, will the market start to place more value on conventional oil and gas production again? Ben Rodgers believes that it will, and that APA Corporation is well placed to benefit when the moment comes. In this episode of Innovators and Ideas, he sets out the company's strategy across diverse territories and commodities.Key Points• Oil and gas group APA Corporation has continued to explore as well as produce.• Producing oil and gas, and working across continents, offers diversified exposure.• The company has brought in Total for a joint venture in Suriname.• A major restructuring was designed to advance APA's objective of being a cost leader.

What does the FIFA World Cup tell us about geopolitics? Find out in this episode of the Frontlines podcast! For this episode, host Shaun Haney and geopolitical analyst Jacob Shapiro use the global football tournament as a springboard to discuss nationalism, international institutions, and the role sport plays in bringing people together, while acknowledging that... Read More

Today, we're looking at one of the most intense and surprising signals coming out of global markets right now: the oil curve has gone almost perfectly flat. That may sound technical, but it is a huge development. In a normal shortage environment, especially after the kind of historic supply disruption and record backwardation we just saw, near-term oil should trade at a sustained premium. Instead, in the space of just weeks, that curve has collapsed, twisting into a shape that is on the cusp of saying there's too much oil.Eurodollar University's conversation w/Steve Van Metre--------------------------------------------------------------------------------Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to: https://EurodollarGold.com or text EURO to 35052. ----------------------------------------------------------------------------------Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning PointIt isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what's behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. https://youtube.com/live/We2aP56WLJ8?feature=share----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

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The effective closure of the Strait of Hormuz following escalating tensions in the Middle East sent European fuel oil imports from the Gulf plummeting 95% in the first half of 2026. Supply chains faced unprecedented disruption while risk premiums skyrocketed across the bunker market. In this episode, S&P Global Energy's Emma Kettley, associate director, price reporting, is joined by reporters Joseph Jaffe, Iman Rezig and Awa Bobb in examining how different fuel oil grades responded to the crisis, from high sulfur fuel oil cracks surging into positive territory to bunker-barge spreads widening over 200% from pre-war levels. They dissect how the June peace agreement between the US and Iran has reshaped fuel oil fundamentals, why VLSFO markets proved more resilient than HSFO during the crisis, and what the current contango structure signals for European fuel oil supply as summer demand patterns emerge.

01 Jul 2026. UAE commuters will pay less at the pump this month as local petrol prices fall to reflect dips in global oil markets. Super and Special are both down around 14%, while diesel is nearly 17% lower for July. We find out what lower fuel prices mean for inflation with economist Daniel Richards of Emirates NBD. Plus, we speak to Viva Supermarket CEO Andy Adcock about what the supermarket put in place to keep its low prices low during the conflict. Enrolment is up 13% in a single year. We find out what’s pulling so many students into UAE universities and what it means for the economy with Dr Sameera Al Mulla. And what if governments could make policy at the speed of AI? A UAE firm just put $15 million behind that idea. We find out more with Omar AlYawer of Ruya Partners.See omnystudio.com/listener for privacy information.

Oil markets enter the week looking calm despite renewed US-Iran tensions. Brent fell near $71 a barrel last Friday as hopes of normal shipping through the Strait of Hormuz improved, before a drone strike on a container ship. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

Today on Uncommon Sense, we're taking a deeper look at the Israel-Iran conflict, the continuing questions surrounding the Epstein files, and the assassination of Charlie Kirk. We'll discuss why these stories continue to dominate public conversation, explore the political and geopolitical questions people are asking, and examine why these events should be viewed together rather than in isolation.--https://www.youversion.com/bible-app

In this podcast, Bassam Fattouh and Paul Horsnell discuss the US–Iran Memorandum of Understanding (MOU), its implications for oil markets, and the key uncertainties surrounding its implementation. They discuss several issues including: Did the oil market react largely as expected to the disruption, and what key lessons can we draw from how the market adjusted to […] The post OIES Podcast – After the US–Iran MOU: What Lies Ahead for Global Oil Markets? appeared first on Oxford Institute for Energy Studies.

Markets started the week with a mixed session as technology stocks struggled while optimism around US-Iran peace talks weighed on oil prices. Investors are now looking ahead to key inflation data that could influence the Federal Reserve's next moves.>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

We examine what may come next for petroleum markets as hostilities in the Middle East appear to ease, as well as the longer-term implications. Hosted by: Jeff Lenard About our Guest: John Eichberger, Executive Director, Transportation Energy Institute John has 25 years of experience in the fuels industry, including more than a decade leading the Transportation Energy Institute. Prior to that, he served for 15 years as vice president of government relations at NACS, with a focus on fuels- and energy-related issues.

Jun 19, 2026 – Robert Rapier joins Jim Puplava for a revealing discussion on the true state of global oil markets following the Middle East peace deal. They explore depleted reserves, Iran's newfound leverage, the challenges of restarting production...

17 Jun 2026. Oil to a three-month low and gold has surged. Guy Wolf from Marex on what the US-Iran deal means for markets. DMCC's Future of Trade 2026 report is out with the UAE ranking second globally in commodities trade. CEO Ahmed Bin Sulayem joins us live on location. We also speak to Michael Lawrence from Asia House, the think tank behind the analysis in DMCC's new report. And Oxford Economics has revised its global outlook in light of a potential peace deal between the US and Iran. Azad Zangana joins us with the details.See omnystudio.com/listener for privacy information.

Join the Conversation at 303-477-5600 or text to 307-200-8222. Monday - Friday from 3 pm - 6 pm MT. https://RushToReason.com HOUR 1 Iran, Oil Markets, And The Skills We May Be Losing John Rush ignites a high-stakes hour, jumping from breaking news on the Iran ceasefire and oil shockwaves to the surprising truths the headlines don't tell you. What's really behind the market's wild moves—and are we missing the bigger picture? Then, he exposes how our love affair with technology may be erasing crucial life skills. From viral classroom fails with paper maps to real-world GPS disasters, John and his guests challenge you: If the grid went dark, could you survive—or would you be stranded? From global power plays to survival smarts, this hour will make you question whether modern convenience is costing us the skills we need most. Don't miss this eye-opening conversation! HOUR 2 From Championship Teams To Career Paths That Actually Work Hour 2 launches with John Rush and Richard Rush breaking down the Carolina Hurricanes' Stanley Cup triumph—revealing what separates champions from the rest and the high-stakes decisions behind every winning team. Plus, get the inside scoop on the World Cup, pro golf, and an eye-opening review of the 2026 Toyota Sienna Woodland Edition that might just change your mind about family vehicles. Next, Thomas Wicke of the Apprentice Academy shakes up the status quo by exposing the $50,000 mistake many students make by overlooking apprenticeships and hands-on career paths. Discover how his real-world approach lets young people test-drive careers before making life-changing commitments. Finally, a jaw-dropping bungee jumping tragedy in Brazil sparks urgent questions about risk, responsibility, and what we trust with our lives. Guest List with Timestamps 1:10 Richard Rush 14:38 - 2026 Toyota Sienna Woodland Edition Review 26:12 — Thomas Wicke - https://www.theapprenticeacademy.org/ HOUR 3 Scams, Smart Devices, Car Buying, and Common Sense Hour 3 kicks off with John Rush exposing the hidden dangers lurking in your smart devices—revealing how convenience could put your privacy at risk. With eye-opening tips on protecting your data, this hour will make you rethink what you welcome into your home. Then, John blows the whistle on car dealership tricks—from hidden fees to misleading deals—and arms you with must-know strategies to outsmart the system and save big. His decades of expertise could put thousands back in your pocket. Plus, hear the shocking true story of a Colorado woman who lost over $200,000 to scammers—John lays out the simple, life-saving steps to keep you and your loved ones safe from fraud. This hour is packed with essential advice you can't afford to miss.

Join the Conversation at 303-477-5600 or text to 307-200-8222. Monday - Friday from 3 pm - 6 pm MT. https://RushToReason.com HOUR 1 Iran, Oil Markets, And The Skills We May Be Losing John Rush ignites a high-stakes hour, jumping from breaking news on the Iran ceasefire and oil shockwaves to the surprising truths the headlines don't tell you. What's really behind the market's wild moves—and are we missing the bigger picture? Then, he exposes how our love affair with technology may be erasing crucial life skills. From viral classroom fails with paper maps to real-world GPS disasters, John and his guests challenge you: If the grid went dark, could you survive—or would you be stranded? From global power plays to survival smarts, this hour will make you question whether modern convenience is costing us the skills we need most. Don't miss this eye-opening conversation! HOUR 2 From Championship Teams To Career Paths That Actually Work Hour 2 launches with John Rush and Richard Rush breaking down the Carolina Hurricanes' Stanley Cup triumph—revealing what separates champions from the rest and the high-stakes decisions behind every winning team. Plus, get the inside scoop on the World Cup, pro golf, and an eye-opening review of the 2026 Toyota Sienna Woodland Edition that might just change your mind about family vehicles. Next, Thomas Wicke of the Apprentice Academy shakes up the status quo by exposing the $50,000 mistake many students make by overlooking apprenticeships and hands-on career paths. Discover how his real-world approach lets young people test-drive careers before making life-changing commitments. Finally, a jaw-dropping bungee jumping tragedy in Brazil sparks urgent questions about risk, responsibility, and what we trust with our lives. Guest List with Timestamps 1:10 Richard Rush 14:38 - 2026 Toyota Sienna Woodland Edition Review 26:12 — Thomas Wicke - https://www.theapprenticeacademy.org/ HOUR 3 Scams, Smart Devices, Car Buying, and Common Sense Hour 3 kicks off with John Rush exposing the hidden dangers lurking in your smart devices—revealing how convenience could put your privacy at risk. With eye-opening tips on protecting your data, this hour will make you rethink what you welcome into your home. Then, John blows the whistle on car dealership tricks—from hidden fees to misleading deals—and arms you with must-know strategies to outsmart the system and save big. His decades of expertise could put thousands back in your pocket. Plus, hear the shocking true story of a Colorado woman who lost over $200,000 to scammers—John lays out the simple, life-saving steps to keep you and your loved ones safe from fraud. This hour is packed with essential advice you can't afford to miss.

Join the Conversation at 303-477-5600 or text to 307-200-8222. Monday - Friday from 3 pm - 6 pm MT. https://RushToReason.com HOUR 1 Iran, Oil Markets, And The Skills We May Be Losing John Rush ignites a high-stakes hour, jumping from breaking news on the Iran ceasefire and oil shockwaves to the surprising truths the headlines don't tell you. What's really behind the market's wild moves—and are we missing the bigger picture? Then, he exposes how our love affair with technology may be erasing crucial life skills. From viral classroom fails with paper maps to real-world GPS disasters, John and his guests challenge you: If the grid went dark, could you survive—or would you be stranded? From global power plays to survival smarts, this hour will make you question whether modern convenience is costing us the skills we need most. Don't miss this eye-opening conversation! HOUR 2 From Championship Teams To Career Paths That Actually Work Hour 2 launches with John Rush and Richard Rush breaking down the Carolina Hurricanes' Stanley Cup triumph—revealing what separates champions from the rest and the high-stakes decisions behind every winning team. Plus, get the inside scoop on the World Cup, pro golf, and an eye-opening review of the 2026 Toyota Sienna Woodland Edition that might just change your mind about family vehicles. Next, Thomas Wicke of the Apprentice Academy shakes up the status quo by exposing the $50,000 mistake many students make by overlooking apprenticeships and hands-on career paths. Discover how his real-world approach lets young people test-drive careers before making life-changing commitments. Finally, a jaw-dropping bungee jumping tragedy in Brazil sparks urgent questions about risk, responsibility, and what we trust with our lives. Guest List with Timestamps 1:10 Richard Rush 14:38 - 2026 Toyota Sienna Woodland Edition Review 26:12 — Thomas Wicke - https://www.theapprenticeacademy.org/ HOUR 3 Scams, Smart Devices, Car Buying, and Common Sense Hour 3 kicks off with John Rush exposing the hidden dangers lurking in your smart devices—revealing how convenience could put your privacy at risk. With eye-opening tips on protecting your data, this hour will make you rethink what you welcome into your home. Then, John blows the whistle on car dealership tricks—from hidden fees to misleading deals—and arms you with must-know strategies to outsmart the system and save big. His decades of expertise could put thousands back in your pocket. Plus, hear the shocking true story of a Colorado woman who lost over $200,000 to scammers—John lays out the simple, life-saving steps to keep you and your loved ones safe from fraud. This hour is packed with essential advice you can't afford to miss.

This week on the podcast, Peter and Jackie begin with the big news of June 14th: the United States and Iran have reached a preliminary agreement to end the war, which takes the form of a memorandum of understanding (MOU). While the agreement leaves numerous details to be settled, both sides expect that shipping will resume through the Strait of Hormuz as a result. They then recap last week's episode with the Honourable Brian Jean, Alberta's Minister of Energy and Minerals, and his optimism about changes in the province that are expected to shorten regulatory timelines and advance a West Coast oil pipeline application toward submission in July. Peter and Jackie also discuss Alberta's referendum question this fall on separation, and how foreign investors may view it. On June 9, 2026, Peter Tertzakian toured Trans Mountain's Westridge Marine Terminal in Burnaby, British Columbia, which exports Western Canadian crude oil to tidewater. Peter shares some of what he learned, including comments from people working at the terminal on safety, tanker filling times, and the project to deepen the channel, which would increase the amount of crude oil that can be loaded onto each ship. Content referenced in this podcast: Photos from Peter's tour  Trans Mountain website Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/Check us out on social media:X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research InstituteSubscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify

What a day on the EnergyNews Beat News Desk, we have 10 big stories for you, and as we were filming this, President Trump calls off the plans - wow, changed everything. David Blackmon's Energy Additions Stops by the Energy News Beat Stand Up as we used one of his stories on blackmon.substack.com.Make no mistakes, this war will end in one of two ways. World War III, or the Venezuelan-style controls on Iran, as they have shown themselves to be an untrustworthy neighbor and have murdered tens of thousands of their own citizens.As David and I were signing on to film the podcast, President Trump called off the strikes to take Kharg Island, and I am hoping this is to reposition assets and give some surprise to their capture. The oil markets dropped to $87. 94 for WTI, and this brings up the Paper trading versus the Physical delivery price of $140.1. Iran Geopolitical Crisis & Military StrategyThe hosts extensively discuss U.S.-Iran tensions, focusing on President Trump's shifting positions on military strikes and seizing Cargo Island. They analyze three phases of military action: (1) stabilizing oil prices by moving ships through the Strait of Hormuz, (2) degrading Iran's military capabilities, and (3) direct action inside Iran. A key point is that without “Venezuelan-style controls” on Iran's oil exports, hostile actors could profit significantly.2. Oil Markets & Strategic Petroleum Reserve (SPR)The podcast explores why physical oil prices exceed $140 while futures trade below $100. Key factors include China's reduced crude imports (4 million barrels/day reduction), alternative export routes bypassing the Strait of Hormuz (7-10 million barrels/day), and tanker truck alternatives. Critically, they warn that the U.S. SPR is dangerously low—only 6.1 weeks away from the safe operational level of 300 million barrels.3. Global Energy Infrastructure & Pipeline DevelopmentMultiple countries are building alternatives to the Strait of Hormuz to reduce Iran's leverage. Kuwait is negotiating pipelines with Saudi Arabia and UAE. Japan signed a major LNG deal. This reflects a broader theme: the world is reducing dependence on chokepoints Iran controls.4. U.S. Energy Policy & Data CentersGovernor Abbott's directive requires data centers in Texas to fund their own electrical infrastructure, protecting the grid. Texas is becoming the data center capital (second only to Virginia), with massive natural gas reserves in the Permian Basin to support expansion.5. Natural Gas Pipeline ExpansionKendra Morgan's Gulf Express pipeline expansion will come online soon, preventing flaring and enabling 4.5 BCF of new Permian outbound capacity by 2026—a significant development for energy markets.6. Banking & Investment in Fossil FuelsThe world's 65 largest banks invested $906 billion in fossil fuels in 2025, with the Iran conflict expected to escalate exploration, production, and energy security spending. The ordering of 250 supertankers signals long-term confidence in oil demand.7. Political Concerns & Congressional DysfunctionWe express frustration with President Trump's inconsistent messaging on Iran policy and criticize Congress for its lack of support, calling for primary challenges against most incumbents.All of these stories are on the Energy News Beat website - the World's Best Podcast Show Notes. 1.Trump: US Will 'Assume Total Control' Of Iran's Oil Infrastructure2.President Trump Announces Plans to Strike Iran Again and Take Control of Kharg Island, Echoing Venezuelan-Style Oil Controls3.Why Oil Is Still Below $100 a Barrel When Physical Oil Is Over $1404.The Tale of Two SPRs and Different Uses: US and China Navigate the Iran War Supply Shock5.Full Story on the Downed Apache – Part of Getting 22 Tankers through the Gulf6.Kuwait Oil Chief Seeks Pipeline Alternatives to Skirt Hormuz7.Japan Inks Major LNG Deal as Energy Markets Focus Away from Hormuz8.Texas Gov. Abbott Directs PUC and ERCOT to Shield Texans from Data Center and Infrastructure Costs9.Kinder Morgan's Gulf Coast Express Expansion About to Come On Line – And It Will Impact More Than Natural Gas Prices10.World's 65 Biggest Banks Pumped $906 Billion Into Fossil Fuels in 2025. The Iran War will escalate exploration and production, pipelines, and energy security spending and financing.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Oil prices are still heading up this morning, but a bit more slowly after tensions in the Middle East appear to be easing. Earlier today, Israel and Iran attacked each other for the first time since the ceasefire in April. What's behind these rising oil prices, and why are traders bidding up crude? Also in the show: a preview of May inflation data and encouragement to work from home in World Cup host cities.

Oil prices are still heading up this morning, but a bit more slowly after tensions in the Middle East appear to be easing. Earlier today, Israel and Iran attacked each other for the first time since the ceasefire in April. What's behind these rising oil prices, and why are traders bidding up crude? Also in the show: a preview of May inflation data and encouragement to work from home in World Cup host cities.

Michael Bernstam discusses the impact of Ukrainian drone strikes on the Russian oil market, noting that strikes on refineries and ports have forced Russia to export more crude oil at discounted prices instead of high-value refined products. Simultaneously, U.S. oil production has hit record levels, significantly influencing global market prices. (9)1905 BAKU

Oil prices remain surprisingly muted despite months of disruption in the Strait of Hormuz, but energy markets may be running out of time before low inventories become a much bigger problem.Chuck Zodda and Mike Armstrong break down why crude oil has not surged as much as many expected, how China and the U.S. may be helping offset lost Middle East supply, and why major producers are warning that inventories could soon reach dangerously low levels. They also discuss new inflation data, why the Fed may still have little room to cut rates, signs that the labor market is stabilizing, and how the AI economy continues to drive growth through major cloud and semiconductor spending.The show also covers Snowflake's $6 billion deal with Amazon, Salesforce's struggle to prove its AI strategy can defend future growth, and Boston's logistical headaches as the World Cup approaches.

The global oil market has been especially volatile this year, but the United Arab Emirates' decision to cease its OPEC membership provided another jolt. Today, we dig into why the UAE chose this path and the potential implications for the global market and U.S. producers.

China Chessboard EPISODE DESCRIPTION A fiery breakdown of President Trump's China strategy as new claims emerge about oil leverage, trade positioning, and geopolitical maneuvering against Xi Jinping. Tara unpacks the argument that Trump is reshaping global energy markets by controlling access to Venezuelan, Russian, and Iranian oil while publicly signaling cooperation with China. Meanwhile, critics point to controversy over student visas, foreign policy messaging, and the political optics of the summit. Is this a masterstroke of strategic pressure—or a contradiction-filled diplomatic gamble? HOOK Trump says “I love China”… while allegedly tightening the economic noose behind the scenes. So what's real—and what's just political theater? KEY TALKING POINTS Trump's summit with Xi Jinping and conflicting public messaging Claims that U.S. energy strategy is reshaping global oil markets Venezuelan, Russian, and Iranian oil flows as geopolitical leverage Debate over China purchasing U.S.-controlled oil through Gulf refineries Marco Rubio commentary on rising global oil supply dynamics Falling foreign student visa numbers and university economic impact Controversy over Trump's comments on Chinese students and trade optics Media criticism over selective video editing of Trump remarks Allegations of strategic economic pressure on China via energy markets Political interpretations of Trump's “soft rhetoric vs hard policy” approach FEATURED CLIPS Trump on China investment and “great relationship” messaging Analysis of global oil market shifts involving Russia and Venezuela Discussion of Chinese student visa declines and university impacts Media debate over Trump Iran and economic commentary Breakdown of geopolitical strategy behind energy control SEO KEYWORDS Trump China summit, Xi Jinping trade strategy, global oil markets, Venezuela oil exports, Russia oil supply, Iran sanctions oil, Marco Rubio energy policy, Chinese student visas US, Trump foreign policy, US China relations, geopolitical oil leverage, AmperWave Daily, trade war strategy, international relations news THUMBNAIL TEXT CHINA CHESS GAME YOUTUBE DESCRIPTION President Trump's latest meeting with Xi Jinping is sparking intense debate over what's really happening behind the scenes of U.S.–China relations. In this episode, Tara breaks down: Trump's public praise vs private strategy toward China Claims about U.S. control over global oil supply chains The role of Venezuela, Russia, and Iran in energy politics Falling Chinese student visa numbers and economic fallout Media disputes over how Trump's comments are presented The broader geopolitical chess game shaping global power Is this strategic statecraft—or a dangerously complex gamble on the world stage? CHAPTERS 00:00 The China Summit Debate 03:18 Trump's Public vs Private Messaging 07:45 Global Oil Market Power Struggle 12:30 Venezuela, Russia & Iran Energy Flows 18:10 Chinese Student Visa Declines 22:55 Media Framing Controversies 28:40 Marco Rubio & Energy Strategy Claims 33:20 Is This a Geopolitical Master Plan? SOCIAL MEDIA POST

Trump's comments on China spark outrage, but is there a bigger geopolitical strategy behind the scenes? Tara and Lee break down the explosive Trump-Xi summit, the Iran oil chess game, Rubio's warning about nuclear Iran, and why China's grip on Tehran could reshape global power. Plus, the South Carolina Republican civil war erupts as establishment insiders battle Trump-backed redistricting and controversial AG candidate David Pascoe faces intense scrutiny. SHORT CLICKABLE TITLE Trump's China Gamble EXPOSED EPISODE SUMMARY Today's show dives deep into the backlash over President Trump's stunning comments about China, Xi Jinping, Chinese farmland ownership near military bases, and the growing tension over Iran's nuclear ambitions. Tara and Lee argue that while Trump's public praise of China sounds alarming, the real strategy may be economic warfare aimed at cutting Iran and Russia out of China's energy pipeline. The conversation explores claims that China secretly controls key Iranian infrastructure and discusses Marco Rubio's defense of Trump's hardline negotiating tactics. The hosts also examine the possibility that Trump is intentionally reshaping global oil markets to weaken adversaries while forcing China into dependence on American energy exports. In the second half, attention shifts to South Carolina politics, where accusations of a Republican “UniParty” establishment protecting Democrat-aligned candidates ignite a fierce internal battle. The show details controversy surrounding David Pascoe, redistricting fights, Lindsey Graham's influence, and allegations that establishment Republicans are undermining Trump-backed reforms. KEY TOPICS Trump's controversial China comments Xi Jinping and U.S.-China relations Iran nuclear tensions China's influence over Iran Oil politics and global energy markets Marco Rubio defending Trump strategy South Carolina Republican infighting Redistricting battle in South Carolina David Pascoe controversy Lindsey Graham and establishment Republicans SEO KEYWORDS Trump China deal, Trump Xi Jinping interview, Iran nuclear crisis, Marco Rubio Iran comments, China Iran alliance, South Carolina redistricting, David Pascoe controversy, Lindsey Graham criticism, Trump oil strategy, China buying American oil, SC GOP civil war, UniParty South Carolina, Trump energy policy, Iranian nuclear threat, Republican primary South Carolina THUMBNAIL TEXT CHINA GAMBLE? TRUMP'S SECRET STRATEGY SOCIAL MEDIA POST

The Left is attacking Donald Trump over comments about gas prices and Iran, but Tara says the real story is much bigger. This episode dives into inflation, Biden-era spending, Rubio's defense of Trump's Iran strategy, and the growing alliance between China and Iran that could reshape global power. Plus, why Tara believes the world is watching a dangerous geopolitical chess match unfold in real time. PODCAST SUMMARY The political and economic battle over inflation, energy prices, and Iran reached a boiling point after Donald Trump's remarks about prioritizing stopping Iran from obtaining nuclear weapons over short-term political pressure sparked backlash from the Left. Tara argues the comments were aimed directly at Iran's leadership and not American voters, while defending Trump's economic record and contrasting it with the inflation surge during the Biden administration. The episode examines Democrat messaging around inflation and government spending, including references to past comments from Congressman Jim Clyburn about rising prices during large-scale federal spending programs. Tara argues Americans are seeing financial recovery through wage growth, tax relief, and energy policy shifts tied to Trump-era economic priorities. The conversation then expands into a broader geopolitical analysis involving Iran, China, oil markets, and nuclear strategy. Tara explains her theory of “ChIran,” describing what she views as a deeply integrated alliance between Beijing and Tehran involving energy infrastructure, surveillance technology, and military cooperation. She also discusses concerns about Chinese influence over Iranian systems and the strategic implications of Iran controlling the Strait of Hormuz with nuclear capabilities. Secretary of State Marco Rubio's defense of Trump's position becomes a centerpiece of the discussion, with Tara arguing that the administration is attempting to prevent Iran from using oil prices and global energy markets as leverage against the United States. The show closes with escalating rhetoric surrounding Israel, Iran, and growing fears of wider regional conflict. CHAPTERS 00:00 Inflation, Gas Prices & Trump's Comments 04:22 Democrat Spending & Economic Fallout 08:47 Marco Rubio Defends Trump's Iran Strategy 13:35 Why Iran's Nuclear Program Matters 18:41 The “ChIran” Alliance Explained 23:58 China's Role Inside Iran 28:14 Oil Markets, Energy Leverage & Global Power 33:27 Strait Of Hormuz Tensions Escalate 38:16 Trump's Economic Record Compared To Biden 42:45 Israel, Iran & Calls For Escalation TAGS Donald Trump, Iran, China, inflation, Marco Rubio, Jim Clyburn, gas prices, oil markets, geopolitics, U.S. economy, conservative podcast, political commentary, Biden inflation, Middle East conflict, Strait of Hormuz, Israel Iran tensions, China Iran alliance, world news, energy policy, Republican politics YOUTUBE TITLE OPTIONS Trump's Iran Comments Trigger Massive Backlash The Dangerous China-Iran Alliance Explained Rubio Defends Trump As Global Tensions Rise Inflation, Iran & China: The Real Story Revealed Is China Secretly Controlling Iran? THUMBNAIL TEXT TRUMP VS IRAN CHINA'S SECRET POWER? GLOBAL TENSIONS RISE OIL WAR EXPLODES INFLATION & CHAOS SOCIAL MEDIA POST

12. Headline: Coordinated Threats: The Houthis, Iran, and Global Hunger Guest: Edmund Fitton-BrownSummary: The Houthis and Iran appear to use coordinated messaging to threaten strategic waterways, spooking global oil markets. Furthermore, the ongoing blockade risks creating a global famine due to fertilizer shortages, though the U.S.remains firm against Iranian "blackmail" using humanitarian crises. 121962 YEMEN