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Advertising SponsorThis episode is brought to you by Arcadia Green Coffee, Colombian coffee exporters taking fresh green coffee from Colombia to the world — farm to roastery, direct.Instagram: https://www.instagram.com/arcadiagreencoffee/WhatsApp: https://wa.me/353877871523Episode DescriptionThis is Part 2 of a five-part series: War, Trade, and Coffee — What the Middle East Conflict Means for the Global Coffee Industry.In this episode, Lee Safar explores the shipping system that moves coffee around the world and explains why disruptions in West Asia could have significant implications for the global coffee industry.Approximately 80–90% of global trade moves by sea, and coffee is deeply dependent on those maritime logistics systems.Lee explains the importance of several key trade routes that shape global coffee movement, including the Strait of Hormuz, Bab al-Mandeb, and the Suez Canal. These waterways connect Africa, Asia, and Europe and carry enormous volumes of global trade.When shipping routes become unstable due to conflict, ships may be forced to reroute around the Cape of Good Hope, adding thousands of nautical miles and weeks of travel time. This increases fuel costs, freight prices, insurance premiums, and supply chain uncertainty.The episode also explores why these disruptions affect different coffee supply chains differently. Coffee moving from East Africa and Asia toward Europe relies heavily on the Red Sea corridor, while some Latin American routes may be less directly affected.Understanding these logistics systems is essential for coffee professionals trying to navigate the uncertainty created by geopolitical conflict.In the next episode, Lee explores who is likely to be hit first in the coffee value chain as these disruptions unfold.Connect with Lee Safar and Map It Forward here:https://www.linkedin.com/in/leesafar/https://mapitforward.coffeehttps://www.instagram.com/leesafarhttps://www.instagram.com/mapitforward.coffee ***************************************About Map It Forward The Daily Coffee Pro is produced by Map It Forward, supporting coffee professionals globally across the supply chain.Website: https://mapitforward.coffeeMailing list: https://mapitforward.coffee/mailinglistPatreon: https://www.patreon.com/mapitforwardInstagram: https://www.instagram.com/mapitforward.coffee/Contact: support@mapitforward.org
Legal Docket on when defendants can escape state court, Moneybeat on shipping fears rippling through the oil markets, and History Book on lessons from the first space walk. Plus, the Monday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Barnabas Aid--providing help for our brothers and sisters where they are suffering the most. The projects aim to strengthen Christian individuals, churches and their communities by providing material and spiritual support in response to needs identified by local Christian leaders on the ground. We also partner with gleaning organizations across North America, sending dehydrated food to the neediest countries, including recently to Haiti and Cuba. More at https://www.barnabasaid.org/From The Master's University, equipping students for lives of faithfulness to The Master, Jesus Christ. masters.eduAnd from Truth For Life. The popular video by Alistair Begg titled "The Man on the Middle Cross" inspired the release of a small booklet with the same title that introduces Jesus to those who have yet to meet him. This Easter, give this little booklet away to everyone you meet! It's available to purchase for only $1 at truthforlife.org/world. Share the Gospel with those who can't answer the question "Are you going to heaven?”
Dirty Work Hour 1 - 49ers making moves and improving the defense, the Rams looking to trade for AJ Brown and an interview with Adam CaplanSee omnystudio.com/listener for privacy information.
Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories
What happens to a country's energy system when war reaches its offshore gas fields?In this episode of Energy Vista, Leslie Palti-Guzman sits down with Dr. Amit Mor, CEO of EcoEnergy and Senior Lecturer at Reichman University, to examine how Israel's energy system is operating under wartime, the implications for Jordan and Egypt's electricity systems, and the broader risks to global energy markets as tensions escalate around the Strait of Hormuz.They also discuss how energy infrastructure, maritime chokepoints, and geopolitical rivalries are increasingly intertwined in today's energy landscape.The episode highlights a core theme of Energy Vista: energy security is national security.Key topics discussed• How Israel maintains electricity supply despite the shutdown of major gas platforms• Israel's regional gas integration with Jordan and Egypt• The geopolitical implications of attacks on energy infrastructure • Iran's weaponization of the Strait of Hormuz
Dirty Work Hour 1 - 49ers making moves and improving the defense, the Rams looking to trade for AJ Brown and an interview with Adam CaplanSee omnystudio.com/listener for privacy information.
4. Colonel Jeff McCausland further analyzes the asymmetric warfare tactics employed by Iran, which include the use of maritime drones to threaten shipping in the Straits of Hormuz. He notes that modern technology, such as Starlink and precise GPS, has shifted the advantage toward the defense, making cheap drones highly effective against expensive platforms like the Patriot missile system. Additionally, he points out that Ukraine has become a significant advisor to Gulf states, sharing advanced drone-countermeasure expertise developed on their own battlefields. (4)1866 PERSIA
Affordable Interior Design presents Big Design, Small Budget
Betsy Helmuth discusses the benefits of a premium membership, springtime decor, and recaps the previous episode on buying art online. She highlights the pros and cons of shopping for rugs online, budget tips, preferred sources, trending styles, and warns against viscose rugs. Plus, she introduces her YouTube channel and social media links. Timestamps: 0:00 Premium membership benefits 1:32 Springtime greetings and setting 1:55 Recap of previous episode on buying art online 2:39 Spotlight on shopping for rugs online 4:00 Advantages of buying rugs online 6:24 Disadvantages of buying rugs online 10:32 Budget considerations for rugs 13:26 Preferred rug shopping sources 18:52 Classic and trending rug styles 21:59 Warning against viscose rugs 23:54 Shipping and return policies 25:06 Introduction of YouTube channel and social media links 26:41 Thank yous and closing remarks - Buying rugs online offers a vast selection and easy price comparison but comes with challenges in color accuracy and tactile experience. - For high-quality rugs, expect to spend between $600 and $3000, and avoid rugs made with viscose due to their susceptibility to staining. - When choosing a rug, consider classic patterns like geometric or Persian styles for longevity and avoid solid colors to minimize visible stains. Links: Uploft.com AffordableInteriorDesign.com Submit your design questions to be featured on the show Become a Premium Member and access the bonus episodes Click here to become an interior designer with Uploft's Interior Design Academy. Get Betsy's book: betsyhelmuth.com/book For more about our residential interior design services, visit ModernInteriorDesign.com For our commercial interior design services, visit OfficeInteriorDesign.com Follow Us: Instagram: @uploftinteriordesign Facebook: facebook.com/UploftIntDes TikTok: tiktok.com/@uploftinteriordesign LinkedIn: linkedin.com/company/uploft-interior-design If you enjoy the show, please spread the word and leave a review on iTunes! Learn more about your ad choices. Visit podcastchoices.com/adchoices
How many great ideas never see the light of day because someone keeps waiting for the perfect moment? In this episode of The Level Up Podcast, Paul Alex breaks down one of the most common traps entrepreneurs fall into: perfectionism. Many founders spend endless hours tweaking, adjusting, and polishing their projects—but never actually launch them. The truth is, perfection is often just fear wearing a disguise. While you're stuck editing version after version, the market is moving forward without you. Paul explains why successful entrepreneurs focus on execution over perfection, releasing their work into the world and using real feedback to improve along the way. In this episode, you'll learn: Why perfectionism can silently delay your progress How launching imperfectly can accelerate learning and growth Why the market's feedback is more valuable than endless planning How execution and iteration lead to faster success than waiting for flawless A product sitting on your hard drive doesn't change lives. But the moment you ship the work, you create momentum, feedback, and real opportunity. Because in business, execution always beats perfection. Your Network is your NETWORTH! Make sure to add me on all SOCIAL MEDIA PLATFORMS: Instagram: https://jo.my/paulalex2024 Facebook: https://jo.my/fbpaulalex2024 YouTube: https://www.youtube.com/channel/UCGhDAD1JyGGzSQUPD9lc9HQ LinkedIn: https://jo.my/inpaulalex2024 Looking for a secondary source of income or want to become an entrepreneur? Check out one of my companies below to see if we can help you: www.CashSwipe.com FREE Copy of my book “Blue to Digital Gold - The New American Dream”www.officialPaulAlex.com Learn more about your ad choices. Visit megaphone.fm/adchoices
As the Strait of Hormuz remains shut what is being done to keep seafarers safe?
Hawk and Mr. Global discuss the Iran War and the global impact on Oil and Gas. A few more weeks of this could plunge the world into a global recession, and there is no end in sight at this point. Rumors of Iran placing mines in the Straight of Hormuz are running rampant, all governments are lying and making up false narratives to further their own political agendas and nobody can be trusted as a legitimate source of truth. A truly dystopian time we are living through right now both in the United States and also in the world. Like Iran and Israel, the United States is no longer trustworthy for information. The Trump administration has demonstrated how willing they are to lie to further Donald Trump's political agenda of remaining in power, avoiding accountability as it relates to the Esptein Files and in all likelihood staying out of prison in the long term. Follow Mr. Global Here: YouTube: https://www.youtube.com/@MrGlobalYouTube Facebook: https://www.facebook.com/share/1FtrrU2jkZ/?mibextid=wwXIfr Substack: https://substack.com/@mrglobal?r=3el796&utm_medium=ios&utm_source=profile SUPPORT & CONNECT WITH HAWK- Support on Patreon: https://www.patreon.com/mdg650hawk - Hawk's Merch Store: https://hawkmerchstore.com - Connect on TikTok: https://www.tiktok.com/@mdg650hawk7thacct - Connect on TikTok: https://www.tiktok.com/@hawkeyewhackamole - Connect on BlueSky: https://bsky.app/profile/mdg650hawk.bsky.social - Connect on Substack: https://mdg650hawk.substack.com - Connect on Facebook: https://www.facebook.com/hawkpodcasts - Connect on Instagram: https://www.instagram.com/mdg650hawk - Connect on Twitch: https://www.twitch.tv/mdg650hawk ALL HAWK PODCASTS INFO- Additional Content Available Here: https://www.hawkpodcasts.comhttps://www.youtube.com/@hawkpodcasts- Listen to Hawk Podcasts On Your Favorite Platform:Spotify: https://spoti.fi/3RWeJfyApple Podcasts: https://apple.co/422GDuLYouTube: https://youtube.com/@hawkpodcastsiHeartRadio: https://ihr.fm/47vVBdPPandora: https://bit.ly/48COaTB
10MAR26: Iran Mines, Hormuz and Shipping, Tucker Pearl Harbor, Candace Anti-MAGA, and more. Hosts: Matt Call In Live: +1 (276) 200-2105 Be Heard. Be Bold. No Censorship. Watch Us Here: linktapgo.com/thedumshow thedumshow.com #TheDUMShow #DontUnfriendMe #DUMShowLive #DUMNation #DUMFans #CallInShow #LivePodcast #ConservativeTalk #AmericaFirst #VeteranVoice #MilitaryPerspective #PoliticalCommentary Become a supporter of this podcast: https://www.spreaker.com/podcast/the-dum-show--6012883/support.
Stephen Grootes speaks to Sim Tshabalala, CEO of Standard Bank Group, after the lender reported strong results for the 2025 financial year. The bank posted headline earnings of R49.2 billion, with earnings per share and dividends both rising 12%, while return on equity reached 19.3%, the top end of its target range. The performance was supported by solid balance sheet growth, stronger fee and trading income, and lower credit impairments, alongside continued expansion across its African operations and increasing digital adoption among customers. In other interviews, Sanisha Packirisamy, Chief Economist at Momentum Investments talks about the surge in global oil prices after fresh shipping attacks in the Middle East pushed Brent crude oil above $100 a barrel. The spike comes after Oman evacuated its key export terminal at Mina Al Fahal and Iraqi oil terminals halted operations following tanker strikes, raising fears of deeper disruptions to global energy supply and trade routes near the Strait of Hormuz. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 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/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 See omnystudio.com/listener for privacy information.
AP correspondent Karen Chammas reports on the rise in oil prices as Iran contintues to target middle east shipping and Israel and the US pound Iran.
Today's top stories, with context, in just 15 minutes.On today's podcast:1) Brent briefly jumped back above $100 a barrel after the Iran war led to more shipping turmoil in the Middle East and China tightened fuel export curbs to cope with the fallout from the conflict. The global oil benchmark surged as much as 10% to $101.59 a barrel, while West Texas Intermediate rose to near $96, before paring gains. Two tankers were struck in Iraqi waters and Oman temporarily cleared ships from its key export terminal outside of the Strait of Hormuz, underscoring the widening threats to energy supply and overshadowing a record reserves release by the IEA to try and cool prices. In further signs of strain, Chinese refiners have begun canceling agreed refined fuel export cargoes, including gasoline and diesel. The country’s top processors were told last week to stop signing new contracts, and the latest directive is a step up from the earlier guidance.2) Goldman Sachs Group Inc. and Citigroup Inc. have told staffers in Dubai to stay away from their offices as Iran’s attacks on Gulf cities continue. Goldman has instructed employees to seek permission before going into its offices across the Middle East, according to people familiar with the matter. Standard Chartered Plc also asked staff in the Dubai International Financial Centre and nearby areas to leave their offices on Wednesday, the people said, declining to be identified discussing confidential information. Several Wall Street banks have already been allowing employees in the United Arab Emirates to work remotely since the war began. Some lenders have also offered staff the option to temporarily leave the country, Bloomberg News has reported.3) President Trump’s administration started the first of several sweeping trade investigations that set the stage for new tariffs, the centerpiece of a push to replace levies struck down by the US Supreme Court. US Trade Representative Jamieson Greer announced Wednesday that his office would begin a probe into more than a dozen major economies under Section 301 of the Trade Act focused on alleged excess manufacturing capacity. The investigations, which typically take months to complete, are required for the president to unilaterally place duties on imports from specific countries deemed to employ unfair trading practices. Economies that will be subject to the inquiry include some of the US’s largest trading partners: China, the European Union, Mexico, India, Japan, South Korea and Taiwan.See omnystudio.com/listener for privacy information.
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More than a thousand ships are stranded outside the Strait of Hormuz, bobbing in the water. A big reason? Insurance. War insurance premiums have skyrocketed since the war with Iran began. It's an add-on that covers things regular insurance doesn't, like missile strikes. And shippers don't want to foot the bill or put their crews at risk. Cue the traffic jam. On today's show, how a critical trade chokepoint became the parking lot of the sea. And taking stock of President Trump's plan to offer reinsurance to get these ships sailing again.Related episodes: How the 'shadow fleet' helps Russia skirt sanctionsWill Iran block the Strait of Hormuz? For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. To manage podcast ad preferences, review the links below:See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
Are Vols SEC Ready...Ready or not Tennessee heads to Georgia this weekend after more shaky play at the plate. Will Tennessee wake up on offense.VFL and College World Series Pitcher Will Heflin unpacks UT's 2-3 weekend versus Wright State where little went right at the plate.Support our sponsor Proper Popcorn. Two Knoxville locations..Shipping anywhere at Properpopcorn.com.@WillHeflin11
In this episode, we dive into Union Pacific CEO Jim Vena's defense of the proposed $85 billion merger with Norfolk Southern, which he claims will vastly improve rail efficiency and convert two million truckloads to rail annually. Despite an initial rejection from the Surface Transportation Board, the rail companies are gearing up to file an updated application this April. Next, we cover the growing legal battle where a coalition of 24 states and major corporations are suing the Trump administration over sweeping 10% import tariffs. Importers like Nintendo and Costco are seeking billions in refunds, arguing that the administration unlawfully bypassed Congress to levy these emergency duties. Finally, we examine how the war in Iran has severely disrupted ocean freight, prompting the world's largest shipping line to terminate all Arabian Gulf voyages. With the Strait of Hormuz effectively closed, MSC is diverting shipments to safe ports and hitting shippers with a mandatory $800 surcharge per container to cover deviation costs. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
This is an excerpt from my podcast This Week in Geopolitics. I record new episodes every Monday so give me a follow if you would like to see more!
In this episode, we dive into Union Pacific CEO Jim Vena's defense of the proposed $85 billion merger with Norfolk Southern, which he claims will vastly improve rail efficiency and convert two million truckloads to rail annually. Despite an initial rejection from the Surface Transportation Board, the rail companies are gearing up to file an updated application this April. Next, we cover the growing legal battle where a coalition of 24 states and major corporations are suing the Trump administration over sweeping 10% import tariffs. Importers like Nintendo and Costco are seeking billions in refunds, arguing that the administration unlawfully bypassed Congress to levy these emergency duties. Finally, we examine how the war in Iran has severely disrupted ocean freight, prompting the world's largest shipping line to terminate all Arabian Gulf voyages. With the Strait of Hormuz effectively closed, MSC is diverting shipments to safe ports and hitting shippers with a mandatory $800 surcharge per container to cover deviation costs. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Israel struck Tehran's oil facilities as Iran named a new supreme leader, the hardline son of the Ayatollah Israel killed on day one, and a senior Israeli military official tells NPR the war needs three more weeks.President Trump reversed course on Kurdish fighters entering Iran, and Iraq's Kurdish deputy prime minister tells NPR in his first interview with western media since the war began that the Kurds will not be part of the fight and are not guns for hire.And the war is strangling the Strait of Hormuz, where hundreds of tankers and container ships are now stranded, raising fears of a global energy crisis.Want more analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Hannah Block, Tina Kraja, James Hider, Mohamad ElBardicy and HJ Mai.It was produced by Ziad Buchh and Ben Abrams.Our director is Christopher Thomas.We get engineering support from Neisha Heinis. Our technical director is Carleigh Strange.(0:00) Introduction(01:55) Iran War Escalates(5:17) Kurds Stay Out(10:52) Global Shipping CrisisTo manage podcast ad preferences, review the links below:See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
Kimmer’s quick trip to FedEx turns into a rant about $160 overnight shipping, QR codes, apps, and how modern tech keeps leaving baby boomers behind.
Calvin Froedge on the podcast. Not much more needs to be said here. We chatted: > Iran> Shipping> Commodities> Nickels> Chemicals> Food> War> Inflation> BooksAnd more. This podcast is for those that love commodities, politics, free-thinkers, and no bullshit discourse. By the way, if you loved this episode, consider joining our Macro Ops Collective. We have the sharpest group of traders on the internet, constantly sharing ideas, sharpening our minds, and becoming better traders every day. If you're interested in learning about our Trifecta Lens approach to markets, click here to join: https://macro-ops.com/sign-up/
Stephen Grootes speaks to Feroz Basa, Head of Global Emerging Markets at Sanlam Investments, about the sharp surge in global oil prices as the expanding Middle East conflict disrupts supply and shipping routes. Brent crude briefly spiked above $119 a barrel, its highest level since 2022 as production cuts, damaged infrastructure and the effective closure of the Strait of Hormuz tightened global energy markets. In other interviews, Mpact CEO Bruce Strong talks about the group’s solid revenue growth in 2025, the impact of major investments like the Mkhondo mill upgrade, the pressures facing both the paper and plastics businesses, and how Mpact plans to drive stronger earnings, cash generation and resilience in the face of South Africa’s tough economic outlook for 2026. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 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/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 See omnystudio.com/listener for privacy information.
THE conflict in the Middle East is entering its second full week, and shipping continues to find itself on the frontlines. Vessels have been attacked and seafarers have paid with their lives, as missiles are exchanged back and forth over the Middle East Gulf. The Strait of Hormuz is at the very centre of this conflict's consequences. The narrow chokepoint is critical to global energy supply, and traffic through it has slowed to a trickle. So is the strait itself effectively closed to shipping? Will owners take the risk to secure huge charter rates? How is the insurance sector providing cover for those that do want to transit the strait? Listen to the episode and register for the webinar on demand to get the answers to these questions and many more. Joining Richard on this week's podcast are Bridget Diakun, senior risk and compliance analyst, Lloyd's List Cichen Shen, APAC editor, Lloyd's List Tomer Raanan, maritime risk analyst, Lloyd's List David Osler, law and marine insurance editor, Lloyd's List Register for Lloyd's List's briefing on the Strait of Hormuz here: https://event.on24.com/wcc/r/5264575/E998B50EC5FF87C27028010CCA885055 This episode of the Lloyd's List Podcast is brought to you by Veson. Find out more at www.veson.com/decarb-guide
Stephen Grootes speaks to Feroz Basa, Head of Global Emerging Markets at Sanlam Investments, about the sharp surge in global oil prices as the expanding Middle East conflict disrupts supply and shipping routes. Brent crude briefly spiked above $119 a barrel, its highest level since 2022, as production cuts, damaged infrastructure, and the effective closure of the Strait of Hormuz tightened global energy markets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 to 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 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/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Week 10 of 2026 brings major geopolitical disruption to the global shipping and ship recycling markets as escalating conflict in the Middle East sends shockwaves through energy markets, trade routes, and demolition pricing across the Indian Subcontinent. Following the closure of the Strait of Hormuz and rising regional instability, oil prices surged sharply above USD 110 per barrel, driving higher operating costs across global shipping. War risk premiums, vessel rerouting, and energy price volatility are beginning to influence ship recycling sentiment across key demolition destinations, including Bangladesh, India, Pakistan, and Turkey. In this episode, Ingrid and Henning analyze how geopolitical tensions, fuel market volatility, steel price movements, and currency fluctuations are shaping buyer behavior and demolition pricing across the global ship recycling industry. Despite increasing uncertainty, the recycling markets remain disciplined, with buyers maintaining cautious bidding strategies and limited fresh tonnage entering the market. Key Market Developments This Week • Escalating Middle East conflict impacting global shipping routes and energy markets • Strait of Hormuz disruption driving sharp oil price increases • Rising vessel operating costs and insurance premiums • Bangladesh maintaining top demolition pricing position • India steel plate prices jumping nearly USD 28 per ton amid supply concerns • Pakistan maintaining competitive pricing with stable steel fundamentals • Turkey facing regulatory developments following EU yard certification changes • No reported demolition sales this week as buyers remain cautious Bangladesh continues to lead pricing levels across most vessel categories, while India shows improving steel fundamentals and Pakistan remains competitively positioned for regional tonnage. Turkey continues to trail pricing levels amid softer European scrap demand. The broader tone of the market remains cautious but stable. While geopolitical instability is creating short-term disruption across global shipping markets, longer-term implications may eventually influence vessel supply into the recycling sector. This episode provides strategic insights into demolition pricing trends, steel market movements, subcontinent recycling fundamentals, and the macroeconomic forces influencing ship recycling markets in 2026. For shipowners, brokers, cash buyers, recycling yards, and maritime investors, this weekly update provides essential intelligence on the evolving global ship recycling landscape.
On this day, 8 March 1922, seamen in Hong Kong and Canton (now Guangzhou) won pay rises of 15-30%, ending their strike which began in January. The British colonial government had declared the strike illegal, brought in the army and tried to use scabs from the Chinese mainland, and forced labour to break the strike. But the strike spread, was joined by rail workers, dockers, cooks and servants, and workers set up an armed militia to blockade food to the island by rail or sea. Eventually bosses were forced to cave in. They did not agree to a union shop, but they gave substantial pay rises, legalised the Seaman's Union, freed imprisoned strike leaders and back paid half pay to workers for the strike days. More information, sources and map: https://stories.workingclasshistory.com/article/10828/hong-kong-seamen's-strike-endsOur work is only possible because of support from you, our listeners on patreon. If you appreciate our work, please join us and access exclusive content and benefits at patreon.com/workingclasshistory.See all of our anniversaries each day, alongside sources and maps on the On This Day section of our Stories app: stories.workingclasshistory.com/date/todayBrowse all Stories by Date here on the Date index: https://stories.workingclasshistory.com/dateCheck out our Map of historical Stories: https://map.workingclasshistory.comCheck out books, posters, clothing and more in our online store, here: https://shop.workingclasshistory.comIf you enjoy this podcast, make sure to check out our flagship longform podcast, Working Class History
In this episode we sat down with logistics expert and host of the Everything is Logistics podcast, Blythe Milligan, for an incredible conversation. We discussed everything from shipping crime to drone delivery and everything in between. She even drops some #freegame that every podcast needs to hear. Tons of cool stories, funny moments and deep dives in this one that you DON"T want to miss!Follow Blythe's journey on social media @blythebrum and listen to Everything is Logistics on all major platformsPATREON LINK: patreon.com/ogsessionsSHOP: ogsessions.comFOLLOW USInstagram: @ogsessionspodX: @ogsessionspodTikTok: @ogsessions
Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories
Dr. Brendan Flynn, Head of Discipline Political Science at the School of Political Science and Sociology in the University of Galway, offers his insights into how the Middle East conflict is causing real concern within the shipping community.
This episode is sponsored by eFulfillment Service, a family-owned 3PL that has been in the business for over 25 years. They handle everything from FBA prep and Amazon overflow warehousing to direct-to-consumer fulfilment, and have built their entire model around making things simple for growing sellers.There are zero setup fees, no minimum order requirements, and no long-term contracts. You only pay for what you use.Stop letting logistics throttle your Amazon sales. Start an 8-week risk-free trial today:https://www.efulfillmentservice.com/vendlab/Shipping is often an afterthought, but it plays a critical role in the growth and success of any eCommerce business. It is the final touchpoint between the seller and the customer and has a major impact on customer satisfaction, trust and repeat purchases. Offering the right shipping options can improve the customer experience and help differentiate your brand from competitors.In this episode, we discuss:• How important shipping really is for eCommerce growth• What shipping options you should offer customers• Free shipping vs paid shipping• When to send orders tracked vs untracked• Shipping thresholds and how they influence basket size• International shipping options• Returns and whether they should be free• When fulfilment houses make sense for scaling brands• Channel based shipping strategies for marketplaces and DTC stores
In Episode 318 of China Manufacturing Decoded from Sofeast, Adrian hosts and is joined by CEO Renaud and Supply Chain Management dept. Head, Kate, to examine how the escalating Iran conflict is already affecting, and could further disrupt, manufacturing and supply chains tied to China. The conversation covers the geopolitical context, immediate market reactions, and practical implications for buyers, suppliers and logistics managers. Key takeaways for importers and manufacturers: expect higher material and freight costs, allow extra time for shipments, budget potential additional US$3–4k per container today, consider delaying non-urgent shipments where possible, and monitor the situation closely for rapid changes to insurance and routing. Renaud and Kate emphasize that impacts are likely to scale with the duration of the disruption and that more updates may be needed as the situation develops. Episode Sections: 00:29 – Introduction to the Iran Conflict 00:58 – Impact on Manufacturing Costs 06:02 – Uncertainty in the Global Market 07:01 – Shipping and Logistics 07:32 – Rising Insurance Costs 11:16 – Freight Cost Implications 12:35 – Shipping Delays and Bottlenecks 14:30 – Effects on Transit Times 15:55 – Preparing for Future Challenges Related content… US and Israel launch attack on Iran (CNN) IRGC says Iran in ‘complete control' of Strait of Hormuz amid Trump threats (Al Jazeera) Oil and gas prices surge as Iran war disrupts Middle Eastern output (Reuters) Chinese refiners begin run cuts as Iran war tightens oil supply (Reuters) Don't worry about the Iran conflict's impact on oil prices—yet (Atlantic Council) Carriers rush to impose war risk surcharges as Middle East crisis deepens (Lloyd's List) The Red Sea Crisis (Impacts on global shipping and the case for international co-operation) (International Transport Forum) This episode is brought to you by The Sofeast Group and includes links in the show notes to our blog posts and resources, and recommended books. For help with manufacturing in Asia, inspections, auditing, new product development, contract manufacturing, 3PL warehousing and fulfillment, visit sofeast.com. Get in touch with us Connect with us on LinkedIn Contact us via Sofeast's contact page Subscribe to our YouTube channel Prefer Facebook? Check us out on FB
Stay informed on current events, visit www.NaturalNews.com - Qatar Energy's Force Majeure and Global Gas Supply Disruption (0:10) - Impact on Aluminum Production and Shipping (2:21) - Iranian Missile Attacks and Media Censorship (4:06) - Economic Implications of the War on Iran (8:40) - Geopolitical Contagion and Economic Leverage (19:12) - Trump's Loss in the War on Iran (22:23) - The Role of AI in the Workforce (1:07:11) - The Economic Doom Loop (1:15:47) - The Role of AI in Business and Personal Life (1:17:47) - Cloud Code and AI Setup (1:21:47) - Advancements in AI and Neural Networks (1:24:09) - Comparison to Human Brain and AI Scalability (1:25:02) - Geopolitics and Technological Leadership (1:27:21) - Open Source Models and Ethical Considerations (1:31:02) - Impact on Education and Job Market (1:33:25) - Covid-19 and Logical Fallacies (1:35:00) - AI Adoption and Workforce Changes (1:37:24) - Survival Supplies and Preparedness (1:39:03) - Final Thoughts and Call to Action (1:41:45) Watch more independent videos at http://www.brighteon.com/channel/hrreport ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:
Episode SummaryIn Episode 3 of the AI Builders Roundtable, the conversation jumps right into deployment.Craig, Greg, and Derrick break down what it actually looks like to run AI agents inside real companies - from shipping production code with Cursor to publishing crowdsourced sports data on-chain, to experimenting with autonomous bots that learn in public.This isn't a hype conversation. It's builders comparing notes while actively rewiring their businesses around AI-native workflows.The throughline:The interface is changing. The architecture is changing. The buyer may not even be human anymore.Key Topics* Why founders can't afford to “wait and see” on AI* Edge models vs. cloud models - and why local compute is resurging* OpenClaw, Claude Code, GLM, and the new agent toolchain* Publishing data to blockchain as an AI settlement layer* Turning APIs into agent-friendly microtransactions* How AI compresses feedback loops inside product teams* SEO in a world where agents, not humans, query first* Building for networks vs. building for agentsLinks & Resources* ScoreStreamConnect on LinkedIn* Neal Bloom* Craig Lauer* Greg Moser* Derrick Oien This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit risingtidepartners.substack.com/subscribe
with Brad Friedman & Desi Doyen
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The US-Israel war with Iran brought the crisis in global shipping. We hear how it's affecting seafarers and speak to the Head of the International Maritime Organisation.Also, all provinces in Iraq have experienced a power blackout, which the government has attributed to a technical fault. We get the latest from Baghdad.And how a bag of money on a runway caused havoc in Bolivia.
Quinn Nelson of Reveel & Tony Villanova of Paccurate talk about the 2026 General Rate Increase; the current parcel shipping landscape; & keeping costs down. IN THIS EPISODE WE DISCUSS: [02.16] An introduction to Quinn, his background, and role at Reveel. [02.49] An introduction to Tony, his 25-year industry career, and role at Paccurate. [04.23] The current parcel shipping landscape, and the key industry factors that have led us here. "Carriers are incredibly focused on generating revenue, specifically increasing the revenue per shipment of all packages in their network." [06.09] The 2026 GRI, why it looks different to previous years, and why it's more important than ever to have strong transportation technology and packaging partnerships. "Although the increase is that same 5.9% we've seen historically, the carriers are actually moving to non-stop pricing changes throughout the course of the year… They're coming with a 'death by a thousand cuts' mentality." [11.52] The changes carriers have made to target large and inefficient packages in their network, and how good data visibility and packaging can help mitigate these price increases. "Carriers are narrowing their ideal package profile, as much as they're trying to narrow in on their ideal customer, to get those inefficient packages out of the network." [16.57] The 'what, where, and how' of solving problems with data visibility, the power of continuous improvement in partnership, and how data visibility and packaging optimization solutions can work in tandem to drive results. "The improvement is cyclical… It doesn't matter which way the data is coming, we feed each other." [19.50] Why it's typically been so difficult to make changes to packaging, and how Paccurate makes it easier. "Packaging touches everything – warehouse layouts, automation, labor… But not many companies have packaging engineers that can look at this dynamically. So you end up static." [24.38] How improved transportation data visibility is helping businesses identify and realize opportunities for cost saving, and the power of negotiation capital. [28.51] Why transportation networks are like onions, and how 'peeling back the layers' can help you fully understand your costs and the underlying reasons for them. [30.20] Where AI will have the greatest impact on the transportation data visibility and optimization space. "The transportation industry is really well situated to get a lot out of AI." [32.07] How a combination of real-time data, agility, and packaging optimization can bring a real competitive advantage. "We're in such a rampantly changing environment. Every day there's something new. So using technology solutions and data visibility to stay on top of what's changing allows you to be a proactive shipper instead of a reactive one." "An educated shipper is a carrier's worst nightmare." RESOURCES AND LINKS MENTIONED: Head over to Reveel's website now to find out more and discover how they could help you too. You can also connect with Reveel and keep up to date with the latest over on LinkedIn, Facebook or X (Twitter), or you can connect with Quinn or Tony on LinkedIn. If you enjoyed this episode and want to hear more from Reveel, check out: 474: Leverage Data-Driven Optimization to Mitigate Tariffs, with Reveel 453: Driving Supply Chain Innovation with Reveel and Deposco 357: Leverage the Power of Shipping Intelligence, with Reveel You can also hear more from Paccurate: 297: Make Smarter Packing Decisions, with Paccurate. Check out our other podcasts HERE.
For more thoughts, clips, and updates, follow Avetis Antaplyan on Instagram: https://www.instagram.com/avetisantaplyanIn this episode of The Tech Leader's Playbook, Avetis Antaplyan sits down with Pranav Lal, Head of Business Technology at Gusto and former Enterprise Systems Leader at Slack, Eventbrite, Ethos, and OneTrust, to unpack what it really takes to build enterprise-grade systems inside hyper growth companies.Drawing from three pre-IPO to IPO journeys, Pranav shares hard-earned lessons about scaling from 500 to 5,000+ employees, why lead-to-cash is a company's “financial nervous system,” and how IPO readiness shifts the focus from shiny tools to provable controls and governance.The conversation dives deep into the reality behind AI hype — why AI can 10x velocity but cannot fix broken architecture, why SaaS isn't dead (but static SaaS is), and why giving AI agents “god mode” access is a dangerous mistake. Pranav also explores the evolving role of middle management, the shift toward outcome-based SaaS pricing, and how leaders must balance speed with architectural integrity.With insights on radical candor, trust-building after failed transformations, and how to protect team energy in high-pressure environments, this episode delivers a masterclass in modern technical leadership — where judgment, clarity, and guardrails matter more than ever.TakeawaysYou cannot outsource thinking. If you do, you inherit the mess.Scaling from 500 to 5,000 employees shifts from speed-driven execution to governance and ownership clarity.Lead-to-cash is the company's financial nervous system. Errors create revenue leakage and audit risk.IPO readiness is about provable controls, not new tools.Moving from MVP to enterprise-grade means building trust under stress, including uptime, recovery, and auditability.AI increases velocity, but without guardrails it creates chaos.AI cannot repair weak architecture or poor technical fundamentals.SaaS is evolving, not disappearing. Static SaaS is being replaced by dynamic and agent-driven systems.Clear communication is now a critical engineering skill.Middle managers must evolve into hands-on architects and AI orchestrators.Trust is rebuilt through consistency and quick wins.Strong leaders reduce ambiguity, protect team energy, and simplify complexity.Chapters00:00 Intro and Core Thesis01:00 Pranav's Background and IPO Experience01:28 Scaling from 500 to 5,000 Employees03:14 Why Lead-to-Cash Matters04:31 IPO Readiness and Compliance06:05 MVP Versus Enterprise-Grade Systems08:10 AI Hype Versus Reality12:07 Rebuilding Trust After Failed Transformations13:50 The Risk of Outsourcing Thinking17:44 Technical Skill Is Not Enough20:07 The Shift in Engineering Identity24:17 Is SaaS Dead25:46 The Future of SaaS Pricing26:57 The Danger of AI With Full Access28:34 Advice for Engineers in the AI Era36:06 Balancing Speed With Architecture41:16 Hiring for Ownership and Judgment43:15 Radical Candor and Leadership Growth46:35 The Billboard Advice47:02 Final Leadership PrinciplesPranav Lal's Social Media Link:https://www.linkedin.com/in/pranavl/Resources and Links:https://www.hireclout.comhttps://www.podcast.hireclout.comhttps://www.linkedin.com/in/hirefasthireright
Chuck Zodda and Marc Fandetti break down the latest developments in the Middle East conflict as major shipping company Maersk suspends bookings across several Gulf nations and oil markets try to assess whether disruptions in the Strait of Hormuz will be temporary or prolonged. With crude prices rising and gas prices already climbing nationwide, the hosts examine how oil shocks historically ripple through spending, inflation, and economic growth.Chuck and Marc also discuss whether the U.S. economy is less vulnerable to energy shocks than in past decades, why homeowners are staying put longer than ever, what a surge in 401(k) hardship withdrawals may signal about household finances, and the mounting concerns around private credit markets that some investors believe could face a painful stretch ahead.
Hello to you listening in Woodburn, Oregon! Coming to you from Whidbey Island, Washington this is Stories From Women Who Walk with 60 Seconds for Wednesdays on Whidbey and your host, Diane Wyzga. We all want it - don't we? Perfection! We wait to ship our work until it looks right, feels right, sounds right. We hold back on letting go of the paintbrush and calling it art. We want another rewrite of the story before we're willing to share it out loud. We want our work to be perfect. But what did perfect ever do for you? Your being perfect won't help the world get better; but I guarantee you that shipping your imperfect work into the world will. How do I know? I've seen it happen. I'm not saying my imperfect work changes the world; but I‘m not saying it doesn't. When we trust ourselves to ship our imperfect work, we gain an opportunity to feel the magic of taking a leap of faith, welcome the unexpected, and connect with someone who has been waiting for our work. Join me! And thank you for listening! You're always welcome: "Come for the stories - Stay for the magic!" Speaking of magic, I hope you'll subscribe, share a 5-star rating and nice review on your social media or podcast channel of choice, bring your friends and rellies, and join us! You will have wonderful company as we continue to walk our lives together. Be sure to stop by my Quarter Moon Story Arts website, email me to arrange a no-obligation Discovery Call, and stay current with me as Quarter Moon Story Arts on Substack. Stories From Women Who Walk Production Team Podcaster: Diane F Wyzga & Quarter Moon Story Arts Music: Mer's Waltz from Crossing the Waters by Steve Schuch & Night Heron Music ALL content and image © 2019 to Present Quarter Moon Story Arts. All rights reserved. If you found this podcast episode helpful, please consider sharing and attributing it to Diane Wyzga of Stories From Women Who Walk podcast with a link back to the original source.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.The war in Iran poses risks to global fertilizer production and supply chains
Beth Ford of Baton Rouge, LA shares how she found new purpose, passion, and peace in life by opening a cottage food bakery and growing it until she could quit her job and focus on the bakery full-timeGet full show notes and transcript here: https://forrager.com/podcast/162
with Brad Friedman & Desi Doyen
Today's show features: - Rob Dell, Vice President of Bob Ruth Ford - Frank Zombo, Vice President of Sales at Auto Hauler Exchange - John Murphy, Used Vehicle Director at Holler-Classic Automotive Group This episode is brought to you by: Great America – Planning a new service lane, collision center, or showroom refresh? GreatAmerica finances dealership build‑outs and remodels—including service equipment, collision & repair, body & paint, EVSE, car wash, signage, and software. Our fast credit decisions keep projects on schedule, while flexible financing structures are designed to support growth, efficiency, and long‑term ROI—without tying up cash needed for inventory, staffing, or daily operations. Visit https://carguymedia.com/4l4uK13 to learn more! AutoHauler Exchange – Auto Hauler Exchange is the vehicle transportation marketplace connecting shippers and carriers directly to remove inefficiencies, cut delivery timelines in half, and save 15-20% on transport. Visit https://www.autohaulerexchange.com/ to set up your free account today. Check out Car Dealership Guy's stuff: CDG Circles ➤ https://cdgcircles.com/ CDG News ➤ https://news.dealershipguy.com/ CDG Jobs ➤ https://jobs.dealershipguy.com/ CDG Recruiting ➤ https://www.cdgrecruiting.com/ My Socials: X ➤ https://www.twitter.com/GuyDealership Instagram ➤ https://www.instagram.com/cardealershipguy/ TikTok ➤ https://www.tiktok.com/@guydealership LinkedIn ➤ https://www.linkedin.com/company/cardealershipguy/ Threads ➤ https://www.threads.net/@cardealershipguy Facebook ➤ https://www.facebook.com/profile.php?id=100077402857683 Everything else ➤ dealershipguy.com
PRE-ORDER MY NEW BOOK (OUT MAY 5, 2026)!!! — https://bit.ly/43BquPd Matt Eicheldinger is back and somehow since the last time he was on, he's casually signed over a dozen book contracts, written across multiple age ranges, and is now launching a dystopian trilogy. Meanwhile, I'm still over here arguing with copy editors about commas. We talk about what self-publishing actually looks like, what happens when Kirkus reviews decide your book is either brilliant or from the devil himself, and how middle schoolers might actually be the toughest literary critics alive. Matt shares the premise of his new YA trilogy, a flooded world, a foster teen, hardcore preppers, and a mysterious place called “The Hill”, and we get into what it feels like to pivot from autobiographical humor to dystopian survival. Takeaways: The version of self-publishing nobody romanticizes. The Kirkus review line that absolutely sent me. Why Matt's “violent” middle grade series is more autobiographical than I realized. The unexpected inspiration behind a flooded dystopian trilogy. The workplace interaction that reminded me kindness is free and somehow still controversial. Teachers' night out? Yes, please! Come see comedian Educator Andrea…Get your tickets at teachersloungelive.com and Educatorandrea.com/tickets for laugh out loud Education! — Don't Be Shy Come Say Hi: www.podcasterandrea.com Watch on YouTube: @educatorandrea A Human Content Production Learn more about your ad choices. Visit megaphone.fm/adchoices
Our Global Commodities Strategist Martijn Rats discusses the geopolitical drivers behind the recent spike in oil prices and outlines four Iran scenarios.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Martijn Rats, Morgan Stanley's Global Commodities Strategist.Today – what's fueling the latest oil market rally.It's Thursday, February 26th, at 3pm in London.What happens when oil prices jump, even though there's no actual shortage of oil? That's the situation we're in right now. Tensions between the U.S. and Iran have escalated again. Naturally, markets are paying attention.Over the past week, Brent crude rose about $3 to around $72 per barrel. WTI climbed into the mid-$60s. Shipping costs surged. And traders have started paying a premium for protection against a sudden oil spike – the levels we haven't seen since the early days of the Ukrainian invasion.But here's the key point: there's no clear evidence that global oil supply has tightened. Exports are still flowing. Tankers are still moving. And some near-term indicators of physical tightness have actually softened. When oil is truly scarce, buyers scramble for immediate barrels and short-term prices spike relative to future delivery. Instead, those spreads have narrowed, and physical premiums have eased.This isn't a supply shock. It's a risk premium. In simple terms, investors are buying insurance. So what could happen next? We see four broad scenarios.Before I outline them though, here's something we do not see as a core case: a prolonged closure of the Strait of Hormuz. Roughly 15 million barrels per day of crude and another 5 million of refined product moves through that corridor. A sustained shutdown would be enormously disruptive. But we think the probability is very low.Now coming back to our four scenarios. The first is straightforward. A negotiated settlement; conflict is avoided. Iranian exports continue and shipping lanes remain open. In that scenario, what unwinds is the geopolitical risk premium – which we estimate at roughly $7 to $9 per barrel. If that fades, Brent could drift back to the low-to-mid $60s, similar to past episodes where prices spiked on fear and then retraced once supply proves unaffected.Second, we could see short-lived frictions – shipping delays, higher insurance costs, temporary logistical issues. That might remove a few hundred thousand barrels per day for, say, a few weeks.. Prices could briefly spike into the $75–80 range. But balancing forces would kick in relatively quickly. For example, China has been building inventories at a steady pace. At higher prices, that stockbuilding would likely slow, helping offset temporary disruptions. That points to some further upside in prices – but then normalization.The third scenario is more serious, but still contained: localized export losses of perhaps 1 to 1.5 million barrels per day for a month or two. Prices would stay elevated longer, but spare capacity and demand adjustments could eventually stabilize the market.Now our last scenario is the more serious and considers a potential shipping shock. The real risk here isn't wells shutting down – it's shipping disruption. Global trade of crude oil depends on efficient tanker movement. If transit times were extended even modestly, effective shipping capacity could fall sharply, creating what amounts to a temporary tightening of about 2 to 3 million barrels per day – or about 6 percent of global seaborne supply. That is a logistics shock, not a production outage – but it would push prices toward early-2022-type levels, at least briefly.Now let's zoom out. Beyond geopolitics, the fundamentals look weak. OPEC+ supply is rising, and our forecasts show a sizable surplus building in 2026. Even if some of that oil ends up in China's stockpiles, a lot would still likely flow into core OECD inventories. Historically, when the market looks like this, prices tend to fall, not rise.Which brings us back to the central point. Oil isn't rallying because the world has run out of barrels. It's rallying because markets are pricing geopolitical risk. And unless that risk turns into actual, sustained disruption, insurance premiums tend to expire.Thank you for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.This podcast references jurisdiction(s) or person(s) which may be the subject of economic sanctions. Readers are solely responsible for ensuring that their investment activities are carried out in compliance with applicable laws.
The CAPRA didn't get to four pounds by accident — it got there ounce by ounce: new Bridger stock, blind magazine, titanium action, and double-helix fluted barrel. A long range riffle four pounds. No short cuts. _________________________________________________________________ WE RECOMMEND GEAR THAT FLATOUT WORKS. Buying gear using the links and codes below directly supports the GRITTY TEAM. ____________________________________________________________________