Podcasts about OPEC

This episode breaks down the life of the Venezuelan militant who became one of the most wanted men of the 1970s and 80s. From his early operations with the Popular Front for the Liberation of Palestine to the 1975 OPEC siege and his eventual capture, it examines how ideology, opportunity, and state tolerance turned him into a global figure. The story ends with his multiple life sentences in France and what his career revealed about that era of transnational violence.

This episode examines the covert tradecraft, safehouse networks, and state-sponsored safe havens that enabled Ilich Ramírez Sánchez to orchestrate high-profile international strikes throughout the 1970s and 80s. It details how counterterrorism units across multiple jurisdictions tracked his logistics, exploited lapses in his operational security, and navigated complex geopolitical intelligence-sharing channels to corner him. By breaking down the tactical mechanics of the 1975 OPEC siege and his eventual capture in Sudan, listeners gain rare insight into the evolution of modern covert interdiction and hostage-rescue strategy.

Today's BizNews Daybreak examines Japan's US-coordinated currency intervention, OPEC+ production increases, and energy lobby opposition to US biofuels legislation. South Africa's corruption commission delivers unprecedented accountability, while Donald Trump pauses planned Iran strikes pending rapid talks. Meanwhile, the S&P 500 opens at 7,489 and SpaceX prepares for a high-stakes earnings call this Wednesday. Finally, FIFA President Gianni Infantino faces severe UEFA backlash following a collapsed World Cup investment deal.

The Daily Business and Finance Show - Monday, 3 August 2026 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Hedge funds sold tech at historic pace ahead of Situational Awareness fire sale AstraZeneca, Bristol Myers held merger talks, Financial Times reports Oil plunges as US pauses Iran strikes; OPEC+ approves output increase SA Asks: How big of a threat is China's CXMT to memory chipmakers? Google pulls AI feature after users create fake satellite images California Democrats endorse billionaire tax despite party divisions CXMT eyes second Beijing DRAM plant as China boosts chip capacity - report Alibaba jumps 7% after introducing Qwen3.8-Max in China's intensifying AI race Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices

Enerji Günlüğü Haber Bülteni:Türkiye'nin ve Dünyanın Enerji Gündemienerjigunlugu.net

In this episode of WSJ's Take On the Week, co-host Telis Demos is joined by guest co-host and Wall Street Journal reporter David Uberti to break down the Federal Reserve's latest moves, and what oil's volatile pricing—exacerbated by the U.S.-Iran conflict—might mean for inflation and the Fed going forward.  Then, BCA Research's chief commodities strategist Roukaya Ibrahim joins the show to break down what's behind oil's volatile pricing. They discuss what current geopolitical tensions mean for oil and whether recent inventory data suggests a looming supply crunch. Plus, Ibrahim explains why the traditional link between gold and inflation has fractured, and how oil price shocks may impact the Fed. This is WSJ's Take On the Week where co-hosts Telis Demos, writer for WSJ's Heard on the Street, and Miriam Gottfried, WSJ's investing and wealth management reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Kevin Warsh Asked the Market to Speak. It Answered. Two Wars Put Stranglehold on Global Energy Supplies U.S. Emergency Oil Reserve Hits Lowest Levels Since 1983: Why It Matters For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter.  Follow Miriam Gottfried here and Telis Demos here.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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OPEC+ producers have agreed to raise oil output for the sixth consecutive month, adding 188,000 barrels per day in September.

Jersey Mike's had the biggest restaurant IPO in 15 years… because investors are hot for cold cuts.The War in Iran keeps escalating, but oil prices don't... Because China is now DOPEC: OPEC for Demand.1 Nantucket store banned influencers, 1 embraced them… And it's touched a national nerve.Plus, why do Weather Apps say it's raining when it isn't?... Blame “Wet Bias” (it's messing with our economy)$JMKE $XOM $METAGrab your Tickets to the IPO Tour: Our In-Person OfferingSan Francisco 9/23: https://www.ticketmaster.com/event/1C0064AFB5F688BDBoston 10/14: https://tickets.citywinery.com/event/tboy-the-ipo-tour-in-person-offering-8cdhupSeattle 11/4 (21+): https://www.axs.com/events/1446394/the-best-one-yet-ticketsNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

Vahit ve Yaşar, Neler Oluyor'un 140. bölümünde Fluxus Coffee'nin sponsorluğunda dünya gündemini yorumlamaya devam ediyor.Fluxus Coffee'yi denemeyi unutmayın!https://fluxuscoffee.com00:00 Giriş ve cemiyet 04:40 BAE'nin OPEC Kararı ve Petrol Piyasası15:36 Küresel Petrol Bloklaşması24:12 Görünmeyen Enerji Krizi ve Havacılığa Etkisi37:50 Mali'de Güç Mücadelesi55:02 Tuareg Halkı ve Mali Sosyolojisi1:04:25 Mağrib El Kaide'si ve Bunların Sosyolojik Temelleri1:08:19 ABD Yatırımları ve Devlet Kapitalizmi Dönemi1:21:21 Fas'ın ABD ve Çin'le İlişkileri1:41:48 Büyüyen Fas'ta Turizmin Rolü1:46:45 Şehirleşme: 15 Dakika Şehirleri ve Toplu Taşımanın Önemi

Lindsey Graham's funeral, AIPAC Uglifies Michigan, Oil Companies' Record Profits In this episode: • Gretchen Whitmer takes Blue Cross cash — and buries Medicare for All • One GOP senator holds Todd Blanche's AG confirmation hostage • Netanyahu talked Trump into an Iran bombing that's already collapsing • The Strait of Hormuz, OPEC, and why "drill baby drill" never meant cheap gas for YOU • Big Oil's best quarter in years — paid for with YOUR money and someone else's blood • Operation Southern Spear: more cocaine flowing in, executions without trial • Halliburton, Carlisle Group, West Exec — the men who profit every time America goes to war • "No money, no war" — Congress has the power. It refuses to use it. Key figures covered: Gretchen Whitmer, Todd Blanche, John Cornyn, Benjamin Netanyahu, Dick Cheney, David Rubenstein, Anthony Blinken, Haley Stevens, Pete Hegseth, Donald Trump, Lindsey Graham, Barack Obama, Nancy Pelosi

Yaşar ve Vahit dünya gündemini yorumluyor.00:00 Giriş3:30 Rusya'nın Dijital Egemenlik Hamlesi7:48 2021-2024 Sosyal Medya Kullanımı Karşılaştırmaları9:56 Rusya'nın Bilgi Erişimine Dair Yönlendirmeleri17:22 Diğer Ülkeler Bu Kontrolcü Sisteme Geçer Mi?24:38 Next Sosyal Anketi ve Baskıcı Rejimlerle Bilgi Paylaşmak Üzerine38:14 Anket Sonucu ve Küreselleşmenin Sınıflaşması48:52 Teşekkürler49:24 Gazze İşgal Planı54:43 Bazı İsrail Yöneticileri İşgali Onaylamıyor57:23 Gazzelilerin Sürgün Edilmesi, Soykırım ve Onurlu Mücadele1:01:25 İsrail'in Gücü Gerçek Mi?1:02:45 “Isreal From The Inside” Podcasti'nin Prosiyonist Argümanları1:06:34 7 Ekim Sonrası Avrupa Yüzsüzlüğüne Karşı Bakış Anketi1:07:48 Gelecek Nesiller Siyonizme Karşı Tek Yürek1:11:30 Hamas Yalnız Kaldı1:12:46 Hindistan-ABD Anlaşmazlığı1:17:50 Hindistan Rusya İlişkileri1:22:43 Çin'in Rolü1:25:20 OPEC+ Ülkeleri Petrol Arzını Arttırıyor1:31:13 Teşekkür Arası1:34:07 Romance, Günaydın Kardeşler

29/7 Futures in rosso, la grande giornata di Fed, Microsoft e Meta. Come prepararvi? Fed: chances aumento al 32%. BOFA sarebbe un precedente mai visto dal 1994. 
Meta e Msft, Google bis? Focus su capex, ricavi, flussi di cassa. Due domande: Azure cresce abbastanza da giustificare i Capex? Meta: l'AI continua ad aumentare l'efficienza della pubblicità senza erodere i margini? Attacco a sorpresa dell'Iran verso basi militari Giordania. Tre navi colpite a Hormuz. Usa e Arabia Saudita raid in Iraq Houti altra petroliera saudita colpita. Brent +4%, Opec+ vesto stop aumento quote. 
Continua la rotazione a favore dei ciclici, le fratture dell'AI trade e il sell-off su chip e memory. Nuovo record per finanziari e healthcare. Ford e Seagate battono le stime, giù Visa. 
OpenAi, altra società violata. Petizione dei dipendenti per stop sviluppo tecnologia. Usa divieto import robot umanoidi e inverter elettrici. Il caso Fifa e la vendita del 20%.


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 Asia sell-off senza tregua. Nikkei -2% con Softbank, Kospi -7,5% con ribassi doppia cifra SK Hynix e Samsung. SK l'utile aumenta di sei volte rispetto allo scorso anno +557%ma per il mercato non basta, cappe a 31mld dollari. Europa nel segno delle trimestrali. Il pasticcio del SAFE. Kering sopra le attese, buoni segnali da Gucci. Essilux raddoppia vendite Rayban Meta e batte le stime. Risiko: le opzioni Mps -Bpm.
Deutsche bank profitti +10%. Learn more about your ad choices. Visit megaphone.fm/adchoices

核能是減碳及維持科技水平的唯一解法，卻持續疲弱? 鈾礦和油井的產量可能被高估! 為什麼阿聯酋要退出OPEC? 全球持續看淡能源業合理嗎?

The biggest oil shock in modern history came and went without the catastrophe everyone expected. When Iran closed the Strait of Hormuz, analysts warned that oil could hit $200 a barrel, but the global economy avoided that fate. The Trump administration has argued that the crisis was contained thanks to their aggressive action, but they may be taking the wrong lessons from the avoidance of that apocalyptic scenario. What happened was the largest unexpected swing in global oil balances: China quietly cut crude oil imports by more than five million barrels a day. Yet there was no corresponding collapse in economic activity, no obvious drop in mobility, and no official explanation from Beijing. Somehow, China stopped buying oil from the rest of the world and started drawing from stockpiles we can't fully observe. That single decision may have done more to prevent a global energy crisis than anything Washington or OPEC accomplished. This matters because it demonstrates that China likely has a stronger discretionary policy lever than the West does. The West is really good at market-driven, private-sector oil production. But through this crisis, we've seen that Washington does not have the scale of discretionary policy control that China or OPEC does. This time, China cooperated and did the good thing, at least for the broad economic picture — but we cannot rely on that in the future, and that tool can be used against the West as easily as for it. Western governments must grapple with that discretionary gap and not rest on their private-sector bona fides to get through the next crisis. Arnab Datta, managing director of policy implementation at Employ America, and Rory Johnston, oil analyst and founder of Commodity Context, join ChinaTalk to discuss: Why Rory's own prediction of $200 oil never happened and why J.D. Vance is thanking the wrong people. How China quietly cut crude imports by five million barrels a day with zero visible impact on domestic mobility, and the detective work analysts use to peer into Beijing's black-box inventories. Competing theories for why Beijing backstopped the global oil market — self-interested altruism, a backroom deal during the state visit, or a dry run for a Malacca blockade in the event of a Taiwan contingency. What India, the Gulf states, and the rest of the world learned from the Iran War and why strategic reserves are suddenly back in fashion. Learn more about your ad choices. Visit megaphone.fm/adchoices

The biggest oil shock in modern history came and went without the catastrophe everyone expected. When Iran closed the Strait of Hormuz, analysts warned that oil could hit $200 a barrel, but the global economy avoided that fate. The Trump administration has argued that the crisis was contained thanks to their aggressive action, but they may be taking the wrong lessons from the avoidance of that apocalyptic scenario. What happened was the largest unexpected swing in global oil balances: China quietly cut crude oil imports by more than five million barrels a day. Yet there was no corresponding collapse in economic activity, no obvious drop in mobility, and no official explanation from Beijing. Somehow, China stopped buying oil from the rest of the world and started drawing from stockpiles we can't fully observe. That single decision may have done more to prevent a global energy crisis than anything Washington or OPEC accomplished. This matters because it demonstrates that China likely has a stronger discretionary policy lever than the West does. The West is really good at market-driven, private-sector oil production. But through this crisis, we've seen that Washington does not have the scale of discretionary policy control that China or OPEC does. This time, China cooperated and did the good thing, at least for the broad economic picture — but we cannot rely on that in the future, and that tool can be used against the West as easily as for it. Western governments must grapple with that discretionary gap and not rest on their private-sector bona fides to get through the next crisis. Arnab Datta, managing director of policy implementation at Employ America, and Rory Johnston, oil analyst and founder of Commodity Context, join ChinaTalk to discuss: Why Rory's own prediction of $200 oil never happened and why J.D. Vance is thanking the wrong people. How China quietly cut crude imports by five million barrels a day with zero visible impact on domestic mobility, and the detective work analysts use to peer into Beijing's black-box inventories. Competing theories for why Beijing backstopped the global oil market — self-interested altruism, a backroom deal during the state visit, or a dry run for a Malacca blockade in the event of a Taiwan contingency. What India, the Gulf states, and the rest of the world learned from the Iran War and why strategic reserves are suddenly back in fashion. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Last Trade: Jackson, Michael, and Brian zoom out to the real asset supercycle, using the In Gold We Trust report's century of data to argue almost nobody is positioned for what comes next. They break down the Clarity Act's make-or-break Senate vote and the ethics fight over Trump. They dig into the 30-year yield holding above 5% for the longest stretch since 2007, and what a $40 trillion debt load means for the debasement trade. They close on the US-China AI race and the model distillation war.---

العناوين:• العراق يوقع صفقات طاقة بقيمة 200 مليار دولار ويسعى لزيادة حصته الإنتاجية في OPEC• باكستان تطلب دعماً أمريكياً بقيمة 10 مليارات دولار بعد الدعم السعودي لتعزيز احتياطياتها• رئيس Emirates تيم كلارك يوجّه تحذيراً حاسماً إلى Boeing بسبب تأخير طائرات 777X• Ray Dalio يحذر Elon Musk من المخاطرة بكل شيء من أجل المريخ

Today we had the pleasure of hosting Giacomo "Jack" Prandelli, Founder of The Merchant's News Substack. The Merchant's News covers oil, gas, LNG, metals, and geopolitics, with a particular focus on global trade flows, commodity markets, and the macro forces shaping energy prices. Jack is a former commodities trader who has built a large global following on LinkedIn and X through his data-driven analysis of rapidly evolving geopolitical events and energy markets. We were pleased to visit with Jack to discuss the Strait of Hormuz crisis, the resilience of global oil markets, and the evolving geopolitical forces reshaping the global energy landscape. In our conversation, Jack explains why he believes oil prices have been far more resilient than many expected despite the Strait of Hormuz crisis. He walks us through a few charts and outlines how coordinated releases from strategic petroleum reserves, a stronger-than-anticipated recovery in global oil flows, and increased production from the U.S. and Middle East producers helped offset supply disruptions. We discuss the evolving balance of power in global energy markets, including the growing influence of U.S. production, China's role as the world's largest oil importer, and what the conflict revealed about OPEC, strategic petroleum reserves, and the resilience of the global energy system. Jack outlines why refining, not crude supply, has emerged as the market's primary constraint, how Russian refinery attacks and China's inventory strategy have reshaped global energy flows, and why he believes the market remains structurally bullish over the longer term. We also explore the shift toward energy security, deglobalization, and the changing geopolitical landscape as countries increasingly prioritize control over energy, refining, and commodity supply chains. We greatly appreciate Jack for joining us and sharing his insights. To start the show, Mike Bradley noted that fixed income markets continue to trend higher, with the 10-year Treasury yield rising to ~4.62% and the 30-year Treasury yield reaching ~5.14%. Both benchmarks are nearing the peak levels seen during the height of the Iran war, highlighting bond market concerns around inflation. On the broader equity market front, the S&P 500 was up just under 1% for the week to date, while the Dow Jones Industrial Average was Tuesday's standout performer, gaining ~400 points on strength in industrial stocks, led by 3M, whose shares surged ~8%. Several high-profile companies are scheduled to report results this week, including Alphabet (Google), Tesla, IBM, Intel, and NextEra Energy. On the oil market front, Brent crude was trading at ~$91/bbl, up ~$3/bbl for the week and ~$15/bbl over the past two weeks. Notably, Brent settled above $90/bbl for the first time since early June. Mike noted that the energy complex is wrestling more with global refining constraints than a global crude oil supply shortage. As evidence, U.S. Gulf Coast refining crack spreads have risen to ~$70/bbl, up from ~$60/bbl three weeks ago and from ~$25/bbl prior to the onset of the Iran war. He concluded by noting that investors are turning their attention to second-quarter earnings across the oilfield services sector, with Halliburton kicking off the group's reporting season on Tuesday. Several other key service providers are scheduled to report this week, including Weatherford International, Liberty Energy, Oceaneering International, and SLB. The broader energy sector will also be active, with earnings expected from EQT Corporation, Range Resources, Equinor, Kinder Morgan, Ovintiv, TotalEnergies, and Repsol. Veriten Senior Advisor Deborah Byers also joined and added her perspectives and questions throughout the conversation.

The US enters its 10th night of strikes against Iranian targets as tension escalates in the Middle East. Senator James Lankford joins Brian Kilmeade to discuss military strategy, Iran's nuclear threat, and why the far-left socialist movement is causing a rift inside the Democratic Party. Plus, US Oil & Gas Association President Tim Stewart breaks down rising gas prices, the Houthis threatening Red Sea shipping routes, and what the potential breakup of OPEC means for American energy. [00:00:00] Sen. James Lankford   [00:18:26] Tim Stewart   [00:46:44] Farley Weiss   [00:55:15] Mike Vaccaro   [01:13:38] Rep. Michael McCaul   [01:32:03] John Johnson Learn more about your ad choices. Visit podcastchoices.com/adchoices

"Here we are 55 years later and we're still temporarily off that gold standard."   In 1971, Nixon took the dollar off the gold standard, temporarily. In 1974, the petrodollar agreement with Saudi Arabia gave the dollar a new anchor (oil). For 50 years, that system held. Now it's cracking. Saudi Arabia is selling oil to China in yuan. The UAE just left OPEC after 60 years. And global currency reserves held in U.S. dollars have dropped from 72% in 2001 to 56% by end of 2025.   Jaspreet Singh traces the dollar's evolution from gold-backed currency to fiat to petrodollar and explains why the UAE's departure from OPEC is the latest signal that the world is quietly, slowly, moving away from dollar-denominated oil trade and what that means for investors.   In this episode, you'll learn: How the petrodollar was born: in 1974, the U.S. struck a deal with Saudi Arabia. They take oil profits in dollars and buy U.S. treasuries; in exchange, receive U.S. weapons and military protection, effectively making the dollar the currency every country needed to buy energy Why Russia's 2022 sanctions accelerated de-dollarization: when the U.S. froze Russian assets, countries around the world took note and began quietly seeking alternatives, knowing their own dollar-denominated reserves could face the same fate How China has been dismantling the petrodollar piece by piece: creating yuan-priced oil futures, striking a deal with Saudi Arabia to sell oil in yuan, and growing the BRICS alliance, while the UAE's OPEC exit signals more countries are ready to trade outside dollar terms Five investment angles to consider: gold as a dollar hedge (GLD), international markets from developed (VEA) to emerging (VWO), domestic energy independence plays (XLE), defense ETFs (ITA), and broad U.S. market exposure (SPY)   Keywords: petrodollar, dedollarization, UAE OPEC, Saudi Arabia yuan, dollar reserve currency, gold investing, geopolitical investing, energy ETF, defense stocks, international diversification   Want more financial news? Join Market Briefs, my free daily financial newsletter: https://link2.briefs.co/gie Below are my recommended tools! Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or podcast). ---------- ➤ Invest In Stocks Passively 1) M1 Finance - Buy stocks & ETFs automatically: https://theminoritymindset.com/m1 ---------- ➤ Life Insurance 2) Policygenius - Get a free life insurance quote: https://theminoritymindset.com/policygenius ---------- ➤ Real Estate Investing Online 3) Fundrise - Invest in real estate with as little as $10! https://theminoritymindset.com/fundrise ----------

We are now recording an audio version of written posts that we will upload to Apple, Spotify, and YouTube, which you can listen to by clicking the play button above.We continue our SoH (Strait of Hormuz) Crisis Takeaways series with a check-in on our Obliterating Peak Oil Demand theme that rejects the idea that anyone can know today what decade let alone year oil demand will ultimately peak and subsequently plateau or decline. We have yet to see a scenario from major agencies, banks, or consultants that solves for everyone on Earth some day becoming energy rich, which, in our view, is the ultimate direction of travel. The massive unmet energy needs of the other 7 billion people on Earth points to growth in all current major energy sources and technologies. Energy's natural hierarchy of needs points to a high motivation by especially billion-person-scale developing countries to crack the code on new energy technologies. How is there still any doubt that we will of course need rising amounts of both traditional and new energy sources and technologies for many, many decades to come?There is some thought among energy observers that the SoH Crisis will accelerate the timing of “peak oil demand.” It is a view we reject. Even under our base-case of a messy stalemate between the U.S. and Iran and volatile oil flows out of the Strait, we are highly skeptical we could see the kind of sustained, large-scale substitution out of refined oil products into alternatives that would result in even a plateauing of global oil demand at global GDP rates of 2.7% or higher. In fact, growth in EVs (electric vehicles) and LNG (liquefied natural gas) trucks is likely helping economic resiliency in countries like China and others in southeast Asia during a time of SoH-driven stress and therefore keeping global GDP at better levels than might otherwise be the case. The ultimate driver of all forms of energy, including crude oil, is GDP growth. The biggest risk from the SoH Crisis was (or maybe still is) a deep global recession that would hit demand for oil and other energy sources in the short run.The combination of the April 7 ceasefire and June 17 MOU—as imperfect as both agreements have been—significantly reduced worst-case “$200 oil / global recession” risks. There is also plenty of evidence that neither side is looking for the kind of prolonged full-scale ground war that could drive a more substantial and ongoing disruption of oil supplies out of the region. As such, we are skeptical the duration of the crisis has been anywhere near long enough to accelerate more meaningful behavioral change, even when measured over a longer time frame than just the next few years.As always, we keep an open mind and welcome pushback or different points of view. With that said, our confidence in this core view has only grown since we first unveiled our “Obliterating Peak Oil Demand” series three years ago (here). We use the popular Q&A format to address the main questions we receive on the failing peak oil demand thesis.Subscribe to Super-Spiked to receive all content via email. Also available on https://veriten.com.Question 1 (Q1): You had pushed back on the so-called “peak oil demand” view that was most prevalent during peak “energy transition-climate crisis” years of 2021-2023. Does the SoH Crisis mean “peak oil demand” is back on the table?Answer (A): No.We continue to push back hard on the idea that anyone today can model with any certainty when oil demand will peak, plateau, or possibly decline when the unmet energy needs of the other 7 billion people on Earth are as massive as they are. That has been and remains a core ethos of ours. There are no major external forecasters that we are aware of that have modeled full global prosperity—i.e., everyone on Earth enjoying the basic human right of being energy rich.Q2: Isn't there growing evidence that peak oil demand is at least on the horizon even if you don't think it is imminent?A: No, there isn't. In fact just the opposite. There is more evidence that it is nowhere in sight.At a big picture level, we disaggregate growth in oil demand into two component pieces: (1) global GDP growth; and (2) an “efficiency gain” metric that is the change in the number of barrels it takes to generate a $ of GDP (Exhibit 1). Incorporated into our efficiency gain metric are all the things that would improve the multiplier of GDP to oil demand, including substitute products like EVs and LNG trucks as well as fuel economy gains. It's all captured in that one metric.Our key conclusion is that every year we use slightly fewer barrels to generate a $ of GDP, but that the rate of improvement is well short of what is needed to even flatten global oil demand. The common mistake of every “peak oil demand” forecast we have seen, in particular those from the IEA and leading major oil companies, is a massive over-estimation of future efficiency gains. Typically, too quick of a ramp in EVs and other substitute products is compounded by an assumption that despite fuel economy targets having been missed by 75%-95% historically, they will be achieved at something approaching a 100% success ratio going forward. It has honestly been ridiculous how willing otherwise smart analysts have been to over model and at times double count those two impacts in particular.Exhibit 1: Oil demand derivationSource: Goldman Sachs Research, IEA, OPEC, Veriten.Q3: What is the risk to oil demand?A: It would be extended recession-like global GDP.Global GDP hasn't exactly been booming over the past several years, but at 2.7%-2.8% it has been good enough to drive around a 1 million b/d per year oil demand growth reality. Our number one concern when it comes to oil demand is always the health of the global economy. It is why we did not celebrate (from the perspective of traditional energy companies) the upside risk of $150-$200/bbl as you saw from the perma bulls. The reason being that the kind of oil price needed to motivate a global recession is hardly a bullish outcome for traditional energy companies.Q4: Aren't rising EV sales a risk to future oil demand?A: We disagree with the ICE (internal combustion engine) versus EV zero sum mindset that almost everyone has (there is common ground among the climate-is-the-top-priority crowd and oil sector enthusiasts on perceiving ICE vs EV as a zero sum game).There is no chance that especially the billion-person scale economies like China and India are going to want to subject themselves to the magnitude of oil imports that would come from achieving rich-world economic status but only with traditional energy products. We already know this from observing China and fully expect India to diversify its energy sources and technologies in order to ultimately limit oil imports relative to a scenario where alternatives did not exist. We have long championed the benefits of energy source and technology diversification as good for all forms of energy. As noted above, we believe global recession is the biggest risk to oil demand.In the case of the SoH Crisis, we believe new technologies like EVs, LNG trucks, and the ability to work-from-home via Zoom and related products has added critical flexibility to offsetting a major supply loss as has occurred with the SoH closure. To be sure, that flexibility alone did not remove the worst-case scenario of oil needing to spike to $150-$200/bbl in order to force global recession, but it certainly was part of a series of mitigations along with the material SPR and commercial inventory reductions and pipeline redirections.Let us repeat this to ensure the point is made: growth in new technologies like EVs, LNG trucks, and Zoom has been positive for oil demand in that it has been a contributing factor to ensuring ongoing global economic growth.Q5: Won't the SoH Crisis drive an even faster shift to non-ICE vehicles?A: Yes, we are bullish on global EV sales, especially in large parts of Asia.New vehicle sales are as good of an indication of healthy economic growth as any. If EV sales are growing rapidly, this is good for economic activity and hence oil demand.Q6: But those EV sales represent miles driven that won't be using gasoline?A: Correct. But they will also represent economic activity that perhaps wouldn't be occurring helping support other oil products.We would guard against analyses that show “oil demand avoided based on EV sales to date” we see being published by the IEA and others. Like the issues we see with peak oil demand in general as well as the on again-off again “oil glut” calls, these single-variable extrapolations do not tell the full story for oil demand. The fact is that you don't see the impact in our efficiency gain metric.To be sure, we agree that the outlook for gasoline is weaker than for other products like diesel, jet fuel, and petrochemical feedstocks, in part driven by rising EV sales. However, the existing ICE car park is massive and is expected to grow at a modest clip in the coming decades as highlighted in OPEC's most recent World Oil Outlook 2026 report (link).Looking at Exhibit 2, it is not obvious to us that gasoline demand will globally decline in the coming decades—a view that even many in the oil sector broadly accept. It also highlights how massive the existing stock of ICE vehicles are; the curve slopes slightly up and shows no signs of bending down.Exhibit 2: ICE car park rises slowly, while EV car park rises much faster of a small baseSource: OPEC World Oil Outlook 2026 report.Q7: Robotaxis and autonomous driving: An EV accelerant?A: Yes, quite possibly.The automotive and technology aspiration of autonomous mobility continues to make significant strides. We are optimistic on the progress to date and have high expectations that robotaxis and other forms of autonomous mobility are a present day opportunity, with the technology likely to grow significantly in the years ahead. While notionally an ICE vehicle should have as much of an opportunity to be autonomous as an EV, it is our understanding at this admittedly early stage of development that EVs will secure a more meaningful share of autonomous miles driven. This bears further analysis and an evaluation of how trends ultimately develop. The fact that EVs are inherently more “software oriented” is the reason often given for the EV preference for autonomous mobility.We will repeat the perspective we have maintained throughout this post: if the rise of autonomous mobility leads to increased economic activity—even if overwhelmingly met by EVs—it will benefit overall oil demand though non-gasoline refined products would benefit to a greater degree.Q8: Diversification benefits of having both ICE and EV?A: The idea that all economic activity should be tied to the electric grid is absurd.No country should or is going to aspire to “electrify everything.” At a country level, having a mix of energy sources and technologies is likely to create the greatest resiliency in an uncertain world. Currently, most countries are over-exposed to ICE vehicles as we can see in the car park comparison in Exhibit 2. The ability to avoid odd-even license plate days is enhanced by a greater EV share. As we have now said or implied several times in this post, we expect significant growth in EV sales in the decades ahead, outpacing growth in ICE vehicles.⚡️On A Personal Note: Onto My Third TeslaSince purchasing my first Tesla on my birthday in 2015—a 2015 Model S—I have been an EV-first driver for personal travel. In 2020, we traded in the Model S for a 2020 Model 3. About a month ago, we traded in that Model 3 for a 2026 Model Y. I love driving a Tesla and prefer it over a comparably priced ICE vehicle (I have no doubt that there are high-end ICE vehicles that would be more fun to drive than any of my Teslas). A few observations:* Full Self Driving (Supervised) is awesome and a better experience than any equivalent driver assist technology I have tried from other companies. It's not a close call in my view. Tesla appears to be well ahead of the competition on this. Unfortunately, I have not had the opportunity to try any of the Chinese EVs, which I will aim to do in the future.* A Model Y or Model 3, in my view, is currently a better value than comparable ICE vehicles in similar performance or price categories. As we have been shopping to refresh our two 2020-era cars, this has been a surprise. I would note that this is true at a time that there is no federal EV tax credit.* We had been hanging onto an ICE vehicle for long-distance travel. But with my parents now ten minutes away, instead of 5-7 hours away, there is no obvious reason to not consider being an all Tesla family.* On the last long distance trip we took, we rented a (ICE) minivan from Avis. This seems like a reasonable path forward. We aren't ever going to own a minivan, but our golden doodle was actually quiet and comfortable while being driven in it.Last week we took a trip to western Pennsylvania to visit relatives. It is about 250 miles in each direction. Overall, our experience with FSD was outstanding.* FSD for long-distance travel is an absolute no brainer, game changer. It is a huge improvement over equivalent driver-assist technology from the competitors I have tried.* There are two scenarios where I had less comfort: (1) construction zones with the concrete barriers during times of busy but flowing traffic including many 18-wheelers. The Model Y on FSD did not make a mistake we noticed, but the rate of speed (it drove at the speed limit) was faster on turns with trucks in the next lane than I would have attempted; (2) I made a different decision on whether to swerve or go over a deceased small animal than what FSD picked (it wanted to swerve).* FSD was especially outstanding during slow-moving traffic congestion.* Many smaller decisions it made to me seemed very “human like,” meaning it is how I would have approached the situation.* I was especially pleased to see that it recognized a person approaching a cross walk and came to a stop so they could cross (this was in a residential area of town).Autonomous driving is unquestionably a future that is fast approaching. Is the technology perfect? Of course not. But neither are human drivers. A Tesla does not text or drink and drive as an example. And while you can question some of the choices it made, it makes none of them due to drowsiness, distraction, or other stressors.Autonomous mobility is going to be a game changer in reducing overall traffic accidents and fatalities. It is going to be a game changer for people like my parents that have had to give up driving; they are both good with technology and could easily handle a future, improved version of FSD. I think autonomous mobility will be positive for miles driven and economic activity. Even if it is overwhelmingly EV focused in passenger vehicles, it is going to be positive for GDP growth and therefore oil demand.⚖️ DisclaimerI certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue.Subscribe to Super-Spiked to receive all content via email. Also available on https://veriten.com. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com

Come si fa a sapere quanto petrolio c'è davvero nel sottosuolo? Il Venezuela possiede le più grandi riserve del mondo, eppure da anni attraversa una crisi economica profonda. L'Arabia Saudita invece è una superpotenza energetica, mentre molti Paesi europei sono fortemente dipendenti dalle importazioni. Le riserve di petrolio non si misurano con una "radiografia" della Terra: sono il risultato di calcoli geologici, modelli matematici, dati di perforazione, valutazioni economiche e, in alcuni casi, anche di interessi geopolitici. In questo video scopriamo come vengono stimate le riserve petrolifere, qual è la differenza tra risorse e riserve, come funziona il metodo volumetrico per calcolare il petrolio contenuto nelle rocce, cosa significa che un giacimento è economicamente estraibile e perché i numeri dichiarati dai diversi Paesi possono cambiare nel tempo. Prendi parte alla nostra Membership per supportare il nostro progetto Missione Cultura e diventare mecenate di Geopop: https://geopop.it/ngCbN 00:00 Come si calcolano le riserve di petrolio? 00:51 Risorse e riserve: qual è la differenza 04:10 Come si misura il petrolio nel sottosuolo: il metodo della "spugna" 09:20 Quanto petrolio si può estrarre davvero? I metodi dinamici 13:06 Riserve certe, probabili e possibili: come si classificano 16:19 OPEC e geopolitica: il lato oscuro dei numeri 20:20 Le riserve congelate in Arabia Saudita I NOSTRI VIDEO CONSIGLIATI: https://www.youtube.com/watch?v=pp21fmWKe48 https://www.youtube.com/watch?v=Id4YyuTtoDo Learn more about your ad choices. Visit megaphone.fm/adchoices

The ultimate political storm has officially arrived!

Big economic shifts are underway!

The tables have completely turned!

An unscheduled lunch, a genuinely warm Oval Office welcome, and a press conference that somehow covers Iraq, Iran, oil straits, OPEC, inflation, and a mysteriously cryptic teaser about Thursday's election integrity announcement, all in one sitting. Trump hosts Iraq's newly elected Prime Minister at the White House, praising the U.S. troop drawdown, a wave of American oil partnerships, and what both leaders describe as a dramatically improved relationship after years of tension. The Q&A wanders into everything from Gulf state investment deals replacing a proposed Strait of Hormuz fee, to a Russia sanctions bill possibly getting an Iran addition, to reporters pressing on a senator's death and the FBI's involvement. It's diplomatic, it's a little chaotic, and it's classic Trump press availability energy, warm compliments for allies, sharp words for adversaries, and a few genuinely newsworthy nuggets buried in between.

Larry Behrens is an energy expert and the Communications Director for Power The Future. Larry gives an update on the Iran conflict and what it all means to your wallet when it comes to gas prices. He also brings some amazing news when it comes to oil production in the US, why OPEC's power is declining, the status of Venezuela and the upcoming winter energy outlook 

The Middle East is exploding as the US launches over 140 massive airstrikes crushing Iranian military infrastructure near the Strait of Hormuz!

The ultimate political shakeup has arrived!

In this episode of the Smashi Business Show, we investigate Qatar's sovereign wealth fund vetoing a Volkswagen defense joint venture with Israel's Rafael. We then analyze the severe military escalation in the Gulf as US and Iranian forces exchange missile strikes following the closure of the Strait of Hormuz. Finally, we look at global energy markets as Iraq's Prime Minister clarifies Baghdad's stance on remaining within OPEC while pushing for a fair production quota.

On today's episode of The Smashi Business Show, Abdul Majid Awan breaks down the biggest stories shaping the UAE and the region. Abu Dhabi's oil production hits a record 4.1 million barrels per day following its OPEC exit, while telecom giant e& sends its shares soaring after offloading its $5.95 billion Vodafone stake. The US eases export restrictions, unlocking access to advanced AI chips for Emirati firms, cementing the UAE's AI ambitions. Plus, Dubai billionaire Khalaf Al Habtoor rewards Egypt's national football team with Mitsubishi cars after their historic World Cup run. Business, tech, energy, and sport — all in one show.

Kevin discusses and covers the following stories: payroll processing firm ADP reported June Private Sector Employment numbers; the U.S. Commerce Department's Census Bureau reported May Construction Spending; Associated Builders and Contractors reported National Nonresidential Construction Spending data; the Institute for Supply Management released their Purchasing Manager's Index (PMI); the S&P Global U.S. Manufacturing PMI was released; Ford Motor Company reached a new record; AAA released their projections for Independence Day week travel; California has a new gift for gas and diesel consumers; oil reacts to U.S. - Iran peace talks progressing, U.S. crude inventory data and OPEC+ output announcements; Kevin has the details, digs into the data, puts the information into historical, offers his insights and opinions. See omnystudio.com/listener for privacy information.

Starting off July on a Wobble SpaceX added to NAZ100 Oil prices drifting lower – Gas at the pump? JOBS Number – Odd Move Saylor is selling Bitcoin! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - JOBS Number - Odd Move - Saylor is selling Bitcoin! - VEGGIE ALERT! - US RESUMES POWERFUL STRIKES ON IRAN (Is this still a ceasefire?) Markets - Starting off July on a Wobble - SpaceX added to NAZ100 - Oil prices drifting lower - Gas at the pump? - Oracle - Canary? World Cup? - USA is out... (Bad goalie move last night) IRAN - Looks like war is back on - at least for tonight - Oil rises about 3% on the news - US revokes Iran's ability to sell oil around the world - Markets don't seem overly concerned - VIX still low at 16 - Odds that this will be more than a quick in and out? --- Could it be that Iran was waiting until after the Funeral? JOBS COOL, FED STILL HOT - June payrolls came in at +57,000, well under the +110,000 estimate. - April and May were revised down by a combined 74,000 jobs. - Unemployment slipped to 4.2%, but not for the best reason: the labor force shrank by 720,000 people. - Labor-force participation fell to 61.5%, the lowest in more than five years. - Leisure and hospitality lost 61,000 jobs, a notable hit to the consumer-service economy. - Average hourly earnings rose $0.13 in June. - Fed setup: weaker hiring argues for patience, but inflation is still above target, so the market is back to parsing every Fed sentence. - - Fed Funds Futures Now only ONE Raise by Year-End DOW RECORD, NASDAQ WOBBLE - The Dow closed at a record 52,900.07 after the soft jobs report cooled near-term rate-hike fear. - S&P 500 finished roughly flat. - Nasdaq fell about 0.8% as chip stocks dragged the tape lower. - The Philadelphia Semiconductor Index dropped more than 5% on July 2. - Apple rose nearly 5% on iPhone launch optimism. - Nvidia and other AI/chip names stayed volatile after a huge first-half run. - Goldman client data showed hedge funds dumped tech hardware and semiconductor exposure for a fourth straight week. - The issue is not "AI is dead"; the issue is when all the AI capex turns into visible returns. TESLA BEATS DELIVERIES, STOCK STILL GETS HIT - Tesla delivered 480,126 vehicles in Q2, a record quarter and above Wall Street expectations. - Production was 451,758 vehicles. - Model 3/Y made up 467,762 deliveries. - Other models were only 12,364. - Energy storage deployments were 13.5 GWh. - Shares fell about 7.5% after the report, the worst one-day drop in roughly a year. - Pressure points: margin worries, price cuts, demand sustainability, and the market questioning whether the EV story is enough at a very rich valuation. - As of Monday afternoon, TSLA was around $420 with a market cap near $1.49 trillion and a trailing P/E around 385. MORE MUSK - TESLA PUTS AI ON A BUDGET - Tesla reportedly capped employee spending on third-party AI tools at $200 per week starting July 6. - Grok was reportedly exempt from the cap. - Setup: Tesla wants employees using AI, but not running up unlimited outside-token bills. - Cost-control angle: AI is becoming a normal operating expense, not a science project. - Funny part: even at Tesla, the AI bill apparently needs a limiter. NVIDIA SERVER DELAY NOISE - Nvidia shares held up despite reports of delays tied to its next AI server architecture. - SemiAnalysis reportedly said Nvidia's Kyber architecture could slip by up to 12 months into 2028. - Nvidia pushed back and said its development roadmap is unchanged. - Mizuho called the delay report "noise" and said it was not a material issue for the stock. - NOTE:  Story is still report-driven, not company-confirmed. ORACLE - CANARY? - Oracle's stock fell 19% this week, the steepest drop since August 2001, the depths of the dot-com bust. - The company's capital expenditures surged 162% in the latest fiscal year, with almost $24 billion in negative free cash flow and $130 billion in debt. - Co-founder Larry Ellison has fallen behind the Google co-founders, Amazon's Jeff Bezos and Michael Dell on the list of the world's richest people. - After the company reached a peak market cap of $900 billion in September, on enthusiasm about Oracle's AI customers, the stock has lost about 55% of its value. - The crux of the problem is that for Oracle to fulfill its AI infrastructure commitment, primarily to OpenAI, it's having to raise record amounts of debt, creating balance sheet risk while focusing on lower-margin offerings. SPACEX ENTERS THE INDEX MACHINE - SpaceX is set to join the Nasdaq-100 on Tuesday after its recent IPO. - The company's valuation is around $2.1 trillion. - Its Nasdaq-100 weight will initially be under 1% because of limited public float. - Index-tracking funds tied to the Nasdaq-100 will need exposure, creating automatic demand. - Key issue: big valuation, small float, forced index buying. - Watch the lockup calendar: index inclusion can create near-term demand, but employee and insider selling later can change the supply picture. - Podcast angle: retail gets "SpaceX exposure" through QQQ, but not necessarily much exposure at first. STRATEGY SELLS BITCOIN TO PAY THE BILLS - Strategy sold 3,588 bitcoin last week for about $216 million. - Proceeds are being used for preferred-stock dividends and dollar reserves. - The company still holds 843,775 bitcoin, valued around $52 billion. - Q2 included an $8.32 billion paper loss tied to bitcoin weakness. - The company's average bitcoin purchase price is around $75,476. - Recent sale prices were around $59,000 to $61,000. - Funny part: the former "never sell" bitcoin treasury poster child is now selling bitcoin to service the capital structure. - Watch for copycats: any company that copied the bitcoin-treasury model may face the same liquidity math if crypto stays weak. MICROSOFT CUTS AGAIN - Microsoft said it will cut about 4,800 jobs. - Shares slipped nearly 1%. - Job cuts landed while investors are still rewarding AI spending. - The message? spend heavy on AI, cut elsewhere. --- Yes, AI is killing jobs... SERVICES HOLD AT 54 - ISM non-manufacturing PMI came in at 54.0. - Result matched expectations. - Reading above 50 means services activity is still expanding. - Market took it as firm enough for growth, not hot enough to force an immediate Fed move. EARNINGS SEASON STARTER - Delta and PepsiCo report this week. - Levi Strauss also reports this week. - Delta is the read on travel, premium demand, fuel, and consumer resilience. - PepsiCo is the read on snack pricing, volume, and lower-income consumer pressure. - Q2 earnings bar is high after the market's strong second-quarter rally. OIL BACK TO PRE-IRAN WAR LEVELS - Brent settled around $71.99. - WTI settled around $68.55. - OPEC+ approved another output-target increase for August, adding 188,000 barrels per day. - Since April, planned increases add up to nearly 800,000 barrels per day. - Crude exports through the Strait of Hormuz are recovering, taking some geopolitical premium out of the market. - Saudi Arabia cut official selling prices, another sign the market is shifting from shortage panic to buyer resistance. - Good for headline inflation if it sticks; bad for energy bulls who were pricing war-premium oil. SPR DRAWDOWN - U.S. Strategic Petroleum Reserve fell by 6.2 million barrels. - SPR level is now 319.5 million barrels. - That is the lowest level since April 1983. - Drawdown comes while oil prices are easing and OPEC+ is adding supply. - Energy setup: lower crude helps inflation, but reserve levels are historically thin. MORE OIL - CHINA BUYS THE DIP - China stepped up Middle East oil purchases as prices fell. - Saudi Arabia cut export prices to Asia to a six-year low. - Brent settled at $71.99. - WTI settled at $68.55. - OPEC+ approved another August production increase of 188,000 barrels per day. - Planned OPEC+ supply increases since April now total nearly 800,000 barrels per day. - Lower oil supports disinflation but raises questions about global demand. VEGGIE ALERT Item Status Asparagus ESCALATED Artichokes EXTREME Cantaloupe EXTREME Fennel (Anise) EXTREME Green Leaf / Red Leaf Lettuce ESCALATED Honeydews EXTREME Iceberg Lettuce EXTREME Limes (175's and larger) ESCALATED Green Bell Peppers ESCALATED Romaine Lettuce EXTREME Romaine Hearts EXTREME White Asparagus ESCALATED Snacking Tomatoes (Grape & Cherry) ESCALATED   PUBLIC SERVICE ANNOUNCEMENT - Conair Recalls Over One Million Cuisinart Grill Brushes Due to Ingestion Hazard - Product: Metal Wire Bristle Grill Brushes - 1 Million or so - BUT none of these are any good..... CHINA NOT MESSING AROUND - A Chinese court handed a rare death sentence to a former official on corruption charges, in a severe punishment underscoring the intensity of President Xi Jinping's anti-graft crackdown. - Yang Youlin, a former vice director of an economic zone in the eastern city of Nanjing, was sentenced to death on Monday for taking more than 2.21 billion yuan ($325 million) of bribes between 2013 and 2023, according to the state broadcaster China Central Television. - Yang was found guilty also of embezzlement, abuse of power and money laundering. His crimes were “exceptionally grave” and caused massive losses, warranting the capital sentence, CCTV reported, citing the Changzhou Intermediate People's Court in Jiangsu province. DRONES - Dronemaker AeroVironment reported fourth-quarter earnings that beat on the top and bottom lines. - The company's funded backlog of $1.2 billion was up substantially over last year, but grew only slightly from the $1.1 billion last quarter. - Autonomous systems were a strong point with revenue of $492 million that beat the $402 million StreetAccount expectation.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Oil market expert Rory Johnston provides a comprehensive analysis of the current global energy landscape and recent supply disruptions. He examines the Strait of Hormuz crisis, the impact of Ukrainian drone strikes on Russian refineries, and the surprising resilience of the market due to China’s massive reduction in crude imports. The discussion explores potential geopolitical shifts, such as the UAE's departure from OPEC and Iran's attempts to control vital shipping lanes. Ultimately, Johnston highlights a transition toward a more interventionist era where nations must prioritize energy sovereignty and infrastructure diversification to survive future shocks. 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 Commodity Context https://www.commoditycontext.com X https://x.com/Rory_Johnston Oil Ground Up Podcast https://open.spotify.com/show/6TmpuAGFd9FVFCFJdpk2iB About 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. *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)

Die Ölpreise haben sich nach den Spannungen zwischen Israel, den USA und dem Iran überraschend schnell beruhigt. Mit der Wiederöffnung der Straße von Hormus und einer erneuten Ausweitung der Fördermengen durch die OPEC+ wächst die Sorge vor einem Überangebot. In Deutschland kommen die Preisrückgänge bislang nur verzögert an.

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.

Plus: Oil prices retreat after OPEC and its allies boost production. And easyjet shares surge as the budget airline agrees to a $7bn takeover. Daniel Bach hosts. Sign up for 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.

Oil prices edged lower following OPEC+ countries agreement to raise their production. Plus: TeraWulf and Anthropic sign a 20-year, $19 billion lease for an AI infrastructure campus. Alexis Moore hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Welcome back following the 4th of July holiday.  First up today we'll share why non-profits and large corporations are struggling when it comes to the 250th birthday of America. This is the Business News Headlines for Monday the 6th day of July, thanks for being with us. In other news, President Trump rings the opening bell and gushes about the stock market. Canada is looking beyond the U.S. for economic growth…and oil could make that happen. Speaking about oil we have new news out of OPEC+ to share with you.  We'll take a look at The Wall Street Report and Netflix is struggling to keep viewers interested in their series of shows and we'll tell which are falling away.  Thanks for listening! The award winning Insight on Business the News Hour with Michael Libbie is the only weekday business news podcast in the Midwest. The national, regional and some local business news along with long-form business interviews can be heard Monday - Friday. You can subscribe on  PlayerFM, Podbean, iTunes, Spotify, Stitcher or TuneIn Radio. And you can catch The Business News Hour Week in Review each Sunday Noon Central on News/Talk 1540 KXEL. The Business News Hour is a production of Insight Advertising, Marketing & Communications. You can follow us on Twitter @IoB_NewsHour...and on Threads @Insight_On_Business.

**矢板明夫遇襲！ 作家趙曉慧 曝會上升到國際政治安全層面 點名盧秀燕負責**出手瞬間曝光！矢板明夫遭黑衣男攻擊濺血　飯店驚爆：已埋伏等他兩天**國安局長：中國數位監控全面系統性 赴大陸足跡消費全被掌握須注意人身安全**被列支持中國軍方後 阿里巴巴獲美法院暫緩遊說限制**美加墨世界盃》川普親自致電FIFA主席 美國前鋒巴洛根禁賽撤銷引爭議**世足賽／英格蘭寫歷史　克服紅牌逆境力退墨西哥！8強對決哈蘭德挪威**巴威最新路徑！北北基宜首當其衝侵襲機率破6成 海陸警恐不可避免**OPEC+增產與荷莫茲海峽通航　油價年底下看60美元**德國中小企業陷困境？「隱形冠軍」面臨中企強勢競爭**想恢復歷史榮光卻讓人看破俄羅斯衰弱　美學者：普丁丟了大國地位**澳洲斐濟簽海洋和平協議　劍指中國擴張太平洋影響力**七七事變89周年前 解放軍突試射潛射戰略飛彈**澳洲前次長警示：台灣將是「我們的波蘭」須做好開戰準備**中俄海上聯合軍演今登場 將赴太平洋海域聯合巡航**「台灣之盾」瀕跳票？強弓飛彈傳未列追加預算 116年度預算擠不進去**李洋推改革卻遇阻礙 運彩理事長嗆：別以為推金牌部長就能獲民心！**佀廣洋認了做簽賭！親曝「萬美玲報警」竟下跪淚喊：我錯了#寶島聯播網 #鄭弘儀 #寶島全世界 #矢板明夫 #長臂管轄 #澳洲 #斐濟 #巴威 #普丁 #七七事變 #台灣之盾 #台灣之盾 #李洋 加入會員，支持節目： https://clw4248xv113d01wg7s4h2xnq.firstory.io/join留言告訴我你對這一集的想法： https://open.firstory.me/user/clw4248xv113d01wg7s4h2xnq/comments Powered by Firstory Hosting

Crude oil prices have fallen to their lowest level since February, helping push down gas prices across the country. Analysts point to continued talks between the United States and Iran, the reopening of shipping through the Strait of Hormuz and increased OPEC+ production as key factors behind the decline. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today's top stories, with context, in just 15 minutes.On today's podcast:1) President Trump will meet with Ukrainian President Volodymyr Zelenskyy at a NATO summit in Turkey on Wednesday that will be charged with tension over the US leader’s views on Greenland, European defense spending and the Iran war. Trump arrives in Turkey on Tuesday, when he will meet with President Recep Tayyip Erdogan before a summit with the full defense alliance the next day, White House spokesperson Anna Kelly said. Meantime, Ukraine failed to intercept a single Russian ballistic missile in a deadly overnight attack on the eve of the NATO summit, highlighting Kyiv’s growing vulnerability as shortages of US-made Patriot air defenses become acute and peace talks remain stalled. Eleven people were killed and 60 injured in the overnight strikes on Kyiv that caused destruction in several districts of the city, damaging multiple residential buildings, Zelenskyy said Monday on X.2) Oil fluctuated in a narrow range, as flows through the Strait of Hormuz persisted and OPEC+ signaled higher supplies. Brent traded above $72 a barrel, while West Texas Intermediate was near $69. Oil and gas shipping along a US-protected corridor in the waterway showed signs of recovering Sunday, a day after several vessels had performed unexplained U-turns and detours in the energy chokepoint. Separately, OPEC+ members backed another modest rise in quotas for next month, with seven nations led by Saudi Arabia and Russia agreeing to add 188,000 barrels a day in a further roll-back of curbs made several years ago.3) US futures signaled a mild rebound in technology stocks at the start of a week in which South Korea’s memory giants will put the artificial-intelligence trade to yet another test. Nasdaq 100 contracts climbed 1% after the US holiday break. The Stoxx 600 hovered near a record high. Asian stocks fluctuated, with Samsung Electronics Co.’s 164% year-to-date rally set to face the spotlight when the chipmaker releases earnings for the June quarter on Tuesday. The report will be followed days later by peer SK Hynix Inc.’s massive ADR listing.See omnystudio.com/listener for privacy information.

Crude prices are stable following last week's drop below pre-Iran war levels, as Opec+ nations agree to increase production. ECB Governing Council Member and Central Bank of Ireland Governor Gabriel Makhlouf tells CNBC fall in prices will not be felt though any relief inflation just yet. Speaking to CNBC at the Rencontres Économiques d'Aix-en-Provence, EU Industry Commissioner Stéphane Séjourné insisted the bloc must defend its strategic interests in the face of growing geo-political threats. EasyJet has reached an ‘agreement in principle' with U.S. investment company Castlelake which is set to acquire the UK budget airline in a deal worth an estimated $5.5bn.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Asia-Pac stocks initially started the session with broad gains, but later reversed. Crude futures started the week on the back foot.Islamabad is the more likely option for the next round of US-Iran technical talks, with July 11th expected to be the date, Fox reported.OPEC+ agreed to raise output targets by an additional 188k bpd, in line with the group's plan to reverse output curbs.Ship-tracking data showed that at least 8 ships attempting to leave the Strait of Hormuz turned back, with the reasons unknown.European equity futures are indicative of a flat/slightly softer open with the Euro Stoxx 50 futures down 0.1% after cash closed +0.8% on Friday.Looking ahead, highlights include German Factory Orders (May), EU Retail Sales (May), US S&P Services/Composite PMI Final (Jun), and ISM Services PMI (Jun). Speakers include Fed's Waller, BoE's Mann, ECB's Schnabel, Lagarde and Lane.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

[깊이 있는 경제뉴스] 1) '집값 급등' 동탄·기흥·구리.. 부동산 규제지역 지정 2) EU, 철강 관세 강화.. 무관세 철강 물량 반토막 3) 엔화, 당국 개입에도 연일 하락세.. 39년 내 최저치 - 김치형 경제뉴스 큐레이터 - 이코노미스트 라예진 기자 [친절한 경제] OPEC 산유국들의 담합은 왜 소송을 당하지 않나요? - 청취자 원성필 씨

SCHEDULE THE JOHN BATCHELOCR SHOW, 6-24-2026MEXICO CITYThe Imprisonment of Jimmy Lai and the Future of Hong Kong. Guest: Mark Clifford and Gordon Chang. Jimmy Lai has spent over 2,000 days in prison, becoming a symbol of resistance against the Chinese Communist Party. His fate mirrors that of Hong Kong, which is transforming into a national security state where surveillance and espionage extend to international cities like London. 1US Navy Control and the Opening of the Strait of Hormuz. Guest: Rebecca Grant and Gordon Chang. Despite Iranian claims of closure, the US Navy maintains tactical control over the Strait of Hormuz, ensuring sea lanes remain open for international shipping. Advanced mine-clearing technology and persistent patrols have neutralized threats, though economic signals like the Jones Act waiver remain points of discussion. 2Canadian Public Opinion on the Chinese Threat and US Trade. Guest: Charles Burton and Gordon Chang. A majority of Canadians perceive China as a threat following revelations of election interference and malign influence operations. Meanwhile, concerns grow regarding the reliability of the United States as a partner under the Trumpadministration and the potential abrogation of the USMCA trade agreement. 3Strengthening Defense Ties Between the Philippines and Canada. Guest: Charles Burton and Gordon Chang.Canada is deepening security cooperation with the Philippines to counter Chinese expansionism in the South China Sea. This partnership includes logistical agreements and military training, even as Canada faces challenges protecting its own Arctic sovereignty against increasing Russian and Chinese strategic reach in the North. 4Ukrainian Drone Attacks Cripple Russian Oil Infrastructure. Guest: Michael Bernstam. Cheap Ukrainian drones have successfully targeted Russian refineries and fuel transport, causing significant shortages of gasoline, diesel, and aviation fuel. This technological warfare has forced Russia to ban exports and implement rationing, as traditional air defense systems struggle to counter swarms of small, maneuverable drones. 5Declining Russian Oil Production and the Shadow Fleet. Guest: Michael Bernstam. Russian oil production is falling due to aging fields and a lack of investment, failing to meet OPEC quotas. While Russia utilizes a "shadow fleet" to bypass sanctions, it must offer steep discounts to India and China as Brent crude prices decline and fiscal pressures mount. 6European Heatwave, Commodity Prices, and UK Political Shifts. Guest: Simon Constable. A "Godzilla El Niño" has triggered record-breaking heatwaves across Europe, impacting energy demand and agriculture. Amid falling Brent crude prices, attention shifts to UK politics, where the potential rise of Andy Burnham within the Labour Party signals a move toward higher taxes and increased government spending. 7The Infrastructure and Economic Impact of Data Centers. Guest: Simon Constable. Data centers have become essential infrastructure for AI development, consuming vast amounts of water and electricity. While they provide significant tax revenue for localities, particularly in states like Virginia and Texas, their construction often faces local opposition due to their immense resource requirements and costs. 8Colombia's Presidential Shift Toward Security and Law and Order. Guest: Evan Ellis. Abelardo de la Espriellaappears to have won the Colombian presidency, promising a crackdown on insecurity and organized crime modeled after El Salvador's policies. His victory signals a likely return to strong security cooperation with the United States and a departure from the policies of Gustavo Petro. 9Keiko Fujimori and the Return of the Fujimori Dynasty. Guest: Evan Ellis. Keiko Fujimori has likely secured the Peruvian presidency, narrowly defeating her socialist opponent through overseas votes. Her administration faces a deeply divided nation, widespread illegal mining, and cocaine production, but may benefit from a new bicameral Congress intended to provide greater political stability than previous years. 10Political Instability in Bolivia and Regional Alliances. Guest: Evan Ellis. President Rodrigo Paz has survived a 50-day crisis in Bolivia after declaring a state of emergency to clear blockades led by Evo Morales. While regional allies have supported Paz, Brazil's absence from this coalition highlights President Lula's role as a principal counterweight to US influence. 11Mexico's Economic Growth and USMCA Renegotiation Tensions. Guest: Evan Ellis. The Mexican economy saw its sharpest expansion in five years, yet the upcoming USMCA renegotiation creates significant uncertainty. While Mexicoattempts to appease the US through high-level investigations into cartel-linked officials, the Sheinbaum government remains hesitant to fully confront powerful political figures within its own party. 12Pope Leo XIV's Warning on Artificial Intelligence. Guest: Peter Berkowitz. In a 43,000-word encyclical, Pope Leo XIV warns that artificial intelligence risks dehumanizing society and excluding God from the human experience. While acknowledging technological benefits, the Pope emphasizes the danger of treating humans as mere means and the erosion of authentic human relationships in favor of machines. 13AI in Education and the Necessity of Liberal Learning. Guest: Peter Berkowitz. The rise of AI in academia tempts students to bypass the essential struggle of thinking, leading to intellectual atrophy. Educators argue that liberal education is now more vital than ever to help students cultivate a flourishing mind and recognize the limitations of technological shortcuts. 14Private Innovation and Infrastructure Challenges in Space. Guest: Bob Zimmerman. SpaceX successfully defeated legal challenges in Texas while NASA's aging infrastructure faces funding gaps and restrictive laws. Meanwhile, private startups like Catalyst are attempting robotic satellite rescues, signaling a shift toward a capitalist model in space operations as government agencies struggle with delays and inefficiencies. 15New Discoveries in Planetary Science and Cosmology. Guest: Bob Zimmerman. The Lucy probe's flyby of asteroid Donaldjohanson revealed a "tumbling peanut" shape, providing insights into its 155-million-year history. Additionally, observations of asymmetric radio galaxies highlight galactic movement through the intergalactic medium, while debates continue among cosmologists regarding the existence and properties of dark energy. 16One correction folded in: Labour Party (UK spelling) in file 7. I also expanded the file 9 headline's "Law Order" to "Law and Order" — flag if you wanted it left verbatim.

Declining Russian Oil Production and the Shadow Fleet. Guest: Michael Bernstam. Russian oil production is falling due to aging fields and a lack of investment, failing to meet OPEC quotas. While Russia utilizes a "shadow fleet" to bypass sanctions, it must offer steep discounts to India and China as Brent crude prices decline and fiscal pressures mount. 61944

What's up, everybody? It's Tom Bilyeu here:If you want my help...STARTING a business: join me here at ZERO TO FOUNDER: https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20showSCALING a business: see if you qualify here.: https://tombilyeu.com/callGet my battle-tested strategies and insights delivered weekly to your inbox: sign up here.:https://tombilyeu.com/**********************************************************************If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you.**********************************************************************FOLLOW TOM:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuKetone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderPaleovalley: 30 for $36 https://bit.ly/PaleovalleyITOpusClip: Explore Agent Opus at https://agent.opus.pro/exploreIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impactTruemed: Check your eligibility and start saving at https://truemed.com/impactEthos: Get a free quote at https://ethos.com/impactQuo: Try for free PLUS get 20% off your first 6 months at https://quo.com/impactNetsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/TheoryPique: 20% off at https://piquelife.com/impactShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactWelcome to a no holds barred breakdown of the political and economic forces reshaping America right now. In this episode, Drew, Tom, and Ryan dig into the leftward lurch of the Democratic Party, unpacking the DSA wave behind Mamdani's New York sweep and what it means when self-described communists start winning the safest Democratic seats in the country. The conversation traces how populism is fueled by economic anxiety, why both parties keep racing to the extremes, and whether finding the way back to the middle is even possible anymore. From there, they get into the hard economics: why socialist and communist policies historically break the economy, the calorie-storage origin of the social contract, the freeloader problem that sinks societies, and the real fight over wages, corporations, and whether companies like Walmart and Amazon are the villains people think they are. They take on Trump's threat to sic the DOJ on big oil for price gouging, why government price controls always fail, and how the OPEC cartel and regulatory capture are the actual problems behind what you pay at the pump. The discussion turns global with a hard look at USAID, the claim that foreign aid has been quietly funding NGOs and destabilization movements abroad, Japan dumping US treasuries amid its liquidity crisis, and the financial repression playbook Washington may use to inflate its way out of a crushing national debt. They weigh in on Congress voting to curb hostilities with Iran and what it means for negotiating power. Finally, the episode goes deep on one of the most important debates of the next decade: a Michigan city council banning the pride flag, Muslim immigration and assimilation, whether Islam has had its reformation, separation of church and state, and the candid clash over whether America is truly a Christian nation or simply shaped by Christian values. Whether you're here for sharp political analysis, hard economic truth, or a deeper look at the values shaping society, this episode offers a nuanced, unflinching take on how today's choices will define tomorrow.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ignore the surface level rage. Trump's Iran deal is a major victory in a longstanding plan to cut off Opec and China as well as secure regime change in iran   BUY CAST BREW COFFEE TO FIGHT BACK - https://castbrew.com/ Join The Discord Server - https://timcast.com/join-us/ Live Show - https://youtube.com/timcastirl News - http://youtube.com/timcastnews Daily Show - http://youtube.com/timcast X - https://x.com/Timcast Insta - http://instagram.com/timcast