Podcasts about tankers

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Best podcasts about tankers

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Latest podcast episodes about tankers

The John Batchelor Show
S8 Ep592: 6. Malcolm Hoenlein (SEG 6): Hoenlein reports on IDF operations in Lebanon, noting Hezbollah defections and command-and-control breakdowns. He critiques European nations for "waffling" and refusing to provide escort vessels for tankers

The John Batchelor Show

Play Episode Listen Later Mar 17, 2026 4:55


6. Malcolm Hoenlein (SEG 6):Hoenlein reports on IDF operations in Lebanon, noting Hezbollah defections and command-and-control breakdowns. He critiques European nations for "waffling" and refusing to provide escort vessels for tankers in the Strait of Hormuz. (7)1887 P

The David Knight Show
Mon Episode #2222: The Global Economic Fallout Of The Iran War

The David Knight Show

Play Episode Listen Later Mar 16, 2026 126:46 Transcription Available


────────────────────────────────────────00:00:44:04 — Trump Accused of Triggering Global Economic PanicEscalating conflict with Iran and erratic policy decisions raise fears of shortages, supply disruptions, and global economic instability. Emergency consultations inside the White House signal growing concern about the fallout. ────────────────────────────────────────00:10:19:06 — Growing Public Suspicion About COVID Vaccine DeathsPolling shows a majority of Americans now suspect the COVID-19 vaccines contributed to mass deaths. The shift reflects collapsing public trust in pharmaceutical companies and health regulators. ────────────────────────────────────────00:25:32:10 — Strait of Hormuz Conflict Threatens Global Semiconductor ProductionHelium shipments essential for semiconductor manufacturing pass through routes now threatened by war. Disruptions could halt chip fabrication and ripple through the global technology industry. ────────────────────────────────────────00:30:38:20 — Global Shipping Gridlock Emerges in the Persian GulfContainer carriers report vessels trapped in the Gulf as attacks on shipping intensify. Even if fighting stops, weeks of backlog could disrupt global trade flows. ────────────────────────────────────────00:40:11:24 — Military Warned Iran Would Likely Close the Strait of HormuzU.S. military briefings predicted Iran could mine the strait or deploy missiles and drones against shipping. Despite these warnings, escalation continued. ────────────────────────────────────────00:53:54:03 — Industrial Supply Chains Begin Failing as Energy Shock SpreadsEnergy disruptions begin affecting manufacturing and heavy industry. Rising fuel costs and shipping interruptions ripple across global supply chains. ────────────────────────────────────────00:56:58:26 — Trump Calls for Foreign Navies to Help Secure Strait of HormuzThe United States urges other countries to send warships to reopen the vital shipping corridor. The request underscores the scale of the unfolding energy crisis. ────────────────────────────────────────01:02:09:11 — Iranian Drone Strikes Threaten Gulf Financial InfrastructureDrone attacks expand beyond military targets and begin threatening financial institutions tied to Gulf oil trade and dollar settlement systems. Banks move staff and operations as economic risks escalate. ────────────────────────────────────────01:07:42:01 — Strait of Hormuz Effectively Shut Down by Missile and Drone ThreatsMissile and drone strikes against commercial vessels create a de facto closure of the strait. Tankers and cargo ships avoid the area as global energy supplies face severe disruption. ────────────────────────────────────────01:12:50:26 — Rumors Spread That Netanyahu Was Killed in AirstrikeClaims circulate that Israeli Prime Minister Benjamin Netanyahu was killed or seriously injured in an attack near his residence. His disappearance from public meetings intensifies speculation about his condition. ────────────────────────────────────────01:27:46:27 — Pentagon Deploys Marines and Assault Ship Toward HormuzThe USS Tripoli and roughly 2,500 Marines are sent toward the Persian Gulf to help reopen the strait. Military analysts warn that operations in the region could be extremely dangerous. ────────────────────────────────────────02:01:00:06 — Religious Liberty Commissioner Removed After Criticizing ZionismCarrie Prejean Boller says she was removed from a federal religious liberty commission after questioning whether criticism of Israel should be labeled antisemitism. The dismissal sparks debate over free speech and religious liberty. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

The REAL David Knight Show
Mon Episode #2222: The Global Economic Fallout Of The Iran War

The REAL David Knight Show

Play Episode Listen Later Mar 16, 2026 126:46 Transcription Available


────────────────────────────────────────00:00:44:04 — Trump Accused of Triggering Global Economic PanicEscalating conflict with Iran and erratic policy decisions raise fears of shortages, supply disruptions, and global economic instability. Emergency consultations inside the White House signal growing concern about the fallout. ────────────────────────────────────────00:10:19:06 — Growing Public Suspicion About COVID Vaccine DeathsPolling shows a majority of Americans now suspect the COVID-19 vaccines contributed to mass deaths. The shift reflects collapsing public trust in pharmaceutical companies and health regulators. ────────────────────────────────────────00:25:32:10 — Strait of Hormuz Conflict Threatens Global Semiconductor ProductionHelium shipments essential for semiconductor manufacturing pass through routes now threatened by war. Disruptions could halt chip fabrication and ripple through the global technology industry. ────────────────────────────────────────00:30:38:20 — Global Shipping Gridlock Emerges in the Persian GulfContainer carriers report vessels trapped in the Gulf as attacks on shipping intensify. Even if fighting stops, weeks of backlog could disrupt global trade flows. ────────────────────────────────────────00:40:11:24 — Military Warned Iran Would Likely Close the Strait of HormuzU.S. military briefings predicted Iran could mine the strait or deploy missiles and drones against shipping. Despite these warnings, escalation continued. ────────────────────────────────────────00:53:54:03 — Industrial Supply Chains Begin Failing as Energy Shock SpreadsEnergy disruptions begin affecting manufacturing and heavy industry. Rising fuel costs and shipping interruptions ripple across global supply chains. ────────────────────────────────────────00:56:58:26 — Trump Calls for Foreign Navies to Help Secure Strait of HormuzThe United States urges other countries to send warships to reopen the vital shipping corridor. The request underscores the scale of the unfolding energy crisis. ────────────────────────────────────────01:02:09:11 — Iranian Drone Strikes Threaten Gulf Financial InfrastructureDrone attacks expand beyond military targets and begin threatening financial institutions tied to Gulf oil trade and dollar settlement systems. Banks move staff and operations as economic risks escalate. ────────────────────────────────────────01:07:42:01 — Strait of Hormuz Effectively Shut Down by Missile and Drone ThreatsMissile and drone strikes against commercial vessels create a de facto closure of the strait. Tankers and cargo ships avoid the area as global energy supplies face severe disruption. ────────────────────────────────────────01:12:50:26 — Rumors Spread That Netanyahu Was Killed in AirstrikeClaims circulate that Israeli Prime Minister Benjamin Netanyahu was killed or seriously injured in an attack near his residence. His disappearance from public meetings intensifies speculation about his condition. ────────────────────────────────────────01:27:46:27 — Pentagon Deploys Marines and Assault Ship Toward HormuzThe USS Tripoli and roughly 2,500 Marines are sent toward the Persian Gulf to help reopen the strait. Military analysts warn that operations in the region could be extremely dangerous. ────────────────────────────────────────02:01:00:06 — Religious Liberty Commissioner Removed After Criticizing ZionismCarrie Prejean Boller says she was removed from a federal religious liberty commission after questioning whether criticism of Israel should be labeled antisemitism. The dismissal sparks debate over free speech and religious liberty. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

Gene Valentino's GrassRoots TruthCast
BREAKING- U.S. Tanker Collision Over Iraq – Military Losses & Trump's Iran Strategy Explained

Gene Valentino's GrassRoots TruthCast

Play Episode Listen Later Mar 14, 2026 16:58


A tragic mid-air collision involving two U.S. KC-135 refueling tankers over Iraq has left several American service members dead and others missing. One aircraft managed to land safely after declaring an emergency (7700), while the fate of the second crew remains under investigation.In this episode, Gene Valentino breaks down the incident, discussing how complex aerial refueling missions operate during wartime logistics and why accidents can happen even with highly trained crews.The conversation also expands into the broader geopolitical situation, including Operation Epic Fury, escalating tensions with Iran, the strategic role of U.S. air superiority, and what could happen next in the Strait of Hormuz.Topics covered in this discussion:The KC-135 mid-air collision over IraqHow aerial refueling missions workRisks military pilots face during high-tempo operationsOperation Epic Fury and the latest military developmentsIran, global tensions, and potential next stepsConcerns about national security and geopolitical stabilityThis discussion highlights both the human cost of military operations and the complex realities of modern warfare.

The Jaipur Dialogues
India's Oil Crisis Solved - America Shocked | Tankers Allowed to Pass | Sanjay Dixit Decodes

The Jaipur Dialogues

Play Episode Listen Later Mar 14, 2026 12:26


India's Oil Crisis Solved - America Shocked | Tankers Allowed to Pass | Sanjay Dixit Decodes

WBAI News with Paul DeRienzo
031326 Calling In the Marines, KC-135 Crash, Tankers Burning in the Gulf, Mayor Mamdani's Iftar

WBAI News with Paul DeRienzo

Play Episode Listen Later Mar 14, 2026 5:03


Raed Jarrar is advocacy director for DAWN.. founded by slain writer Jamal Khashoggi

Law and Chaos
Ep 212 — Trump Comes Up With Magical Insurance Plan To Make Tankers Cross Strait of Hormuz

Law and Chaos

Play Episode Listen Later Mar 13, 2026 67:47


A federal judge in Maryland issued a TRO blocking the construction of an ICE detention facility without first undertaking the legally required environmental impact assessment.The Trump administration filed an “emergency” petition to the Supreme Court demanding that it be allowed to immediately deport 350,000 Haitians who have enjoyed Temporary Protected Status for decades. It insists an earlier shadow docket ruling allowing it to deport Venezuelan TPS holders is precedential. An amicus brief from 175 former judges points out that shadow docket orders are definitionally non-precedential.The USDA is teaming up with Robert Kennedy and his team of freaks at Health and Human Services to Make America Healthy Again … by shaming poor people for their food choices. SNAP recipients sued in DC to block a “pilot” program to allow states to restrict food benefits to exclude sugary foods.MAIN SHOW:DOGE destroyed the National Endowment for the Humanities in three weeks last spring. We wrote about it on the blog, and discussed the ongoing litigation. Turns out, the DOGE dudes are pissed that the plaintiffs released video of them smirking their way through depositions.On Monday, in the middle of trial, the Trump administration tried to blow up the antitrust lawsuit against Live Nation, the parent company of Ticketmaster. This leaves the 40 states which joined the suit as co-plaintiffs in the lurch. Judge Arun Subramanian has ordered the parties to huddle up and see if they can't negotiate a settlement. Will the case go forward next week without the lead plaintiff?And Andrew has an extended exploration of Trump's plan to use a little known federal agency called the United States International Development Finance Corporation (DFC) to get oil tankers to cross the Strait of Hormuz. The DFC has released a plan (or at least, concepts of a plan) to reinsure insurance companies that issue war riders. Which might help if insurance companies were refusing to issue policies to ships at sea – except that insurance companies are still underwriting as many marine policies as ever. It's just that it costs more now, because of the war.Plus for subscribers, we'll break down the bar complaint against fan favorite Ed Martin.Kash Patel Confirms UFC Fighters Will Train FBI Agents This Week, Calling It A “Historic Opportunity”https://deadline.com/2026/03/kash-patel-ufc-fighters-train-fbi-agents-1236750897/State of Maryland v. Noem [ICE Detention Center in Hagerstown]https://www.courtlistener.com/docket/72313096/state-of-maryland-v-noemLesly Miot v. Trump [Haitian TPS, Trial Docket]https://www.courtlistener.com/docket/70965949/lesly-miot-v-trump/Trump v. Miot [SCOTUS Docket]https://www.supremecourt.gov/search.aspx?filename=/docket/docketfiles/html/public/25a999.htmlDOGE Bros Had More Fun Burning Down Government Than Testifying About Ithttps://www.lawandchaospod.com/p/doge-bros-had-more-fun-burning-downAuthors Guild v. National Endowment for the Humanitieshttps://www.courtlistener.com/docket/70243086/the-authors-guild-v-national-endowment-for-the-humanitiesAmicus Brief of 175 Former Judges re Precedent of Shadow Docket Rulingshttps://www.supremecourt.gov/DocketPDF/25/25A952/400077/20260305142419318_Amicus%20Brief%20of%20Former%20Judges%20re%20Dahlia%20Doe_FINAL.pdfAragon v. Rollins [SNAP Benefits]https://www.courtlistener.com/docket/72419889/aragon-v-rollins/DOJ nopes out of Ticketmaster antitrust suithttps://www.publicnotice.co/p/ticketmaster-suit-dojUS v. Live Nationhttps://www.courtlistener.com/docket/68557723/united-states-of-america-v-live-nation-entertainment-incTrump's ‘free flow of energy' vow fails to restart shipping in strait of Hormuz [The Guardian]https://www.theguardian.com/world/2026/mar/10/trump-free-flow-energy-fails-restart-shipping-strait-hormuzDFC Reinsurance announcement [US International Development Finance Corporation]https://www.dfc.gov/media/press-releases/dfc-announces-chubb-lead-insurance-partner-maritime-reinsurance-planGulf war risk premiums topping double-digit millions of dollars per trip [Lloyd's List]https://www.lloydslist.com/LL1156586/Gulf-war-risk-premiums-topping-double-digit-millions-of-dollars-per-tripNo, P&I clubs have not ‘cancelled war risk cover' [Lloyd's List]https://www.lloydslist.com/LL1156515/No-PI-clubs-have-not-cancelled-war-risk-coverShow Links:https://www.lawandchaospod.com/BlueSky: @LawAndChaosPodThreads: @LawAndChaosPodTwitter: @LawAndChaosPodSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Another Pass Podcast
Another Pass at Transformers the Movie

Another Pass Podcast

Play Episode Listen Later Mar 13, 2026 79:26


This week on Another Pass, Sam and Case are joined by Nic Woolfe to roll out and revisit Transformers: The Movie (1986)! We dig into the film's bold tonal shift, unforgettable soundtrack, and the shocking moments that left an entire generation of kids staring at the screen in disbelief. Does this animated cult classic still have the touch… or does it dare to be stupid? Another Pass Full Episode Originally aired: March 13, 2026  Music by Vin Macri and Matt Brogan Podcast Edited by Sophia Ricciardi Certain Point Of View is a podcast network brining you all sorts of nerdy goodness! From Star Wars role playing, to Disney day dreaming, to video game love, we've got the show for you!  Learn more on our website: https://www.certainpov.com Support us on Patreon! patreon.com/CertainPOVMedia  Join us on Discord: https://discord.gg/wcHHer4 PODCAST SHOWS: ▶ Another Pass - https://www.certainpov.com/another-pass-podcast Notes Transformers Movie Overview and Legacy The 1986 Transformers movie remains a cult classic largely due to its bold character deaths and iconic soundtrack despite its flaws (00:00). Cult Classic Status from Bold Choices (00:39) The film's decision to kill most of the original cast early was a major risk that shaped its lasting appeal. This choice was tied to marketing a new toy line, forcing the removal of older characters to introduce new ones. The high character death count was unusual for 1980s cartoons but resonated as a memorable and impactful narrative choice. Sam Alicea emphasized the movie's unique "music video" style and violent tone as key to its charm. Soundtrack as a Defining Feature (00:29) The film features a heavy metal soundtrack with songs like "The Touch" and Weird Al Yankovic's contribution, which remain popular. Sam highlighted the soundtrack's role in making the movie enjoyable even when used as background during chores. The soundtrack's placement sometimes felt forced but added to the overall energetic vibe of the film. The music helped cement the movie's nostalgic value and cultural impact beyond just the story. Animation Quality and Style (00:32) The animation is a mix of highly detailed hand-drawn sequences and inconsistent lower-budget scenes. Key moments like Unicron's introduction and the transformation of Galvatron show impressive craftsmanship. Some sequences, such as Autobot City's transformation, defy logic but maintain visual excitement. The movie's aesthetic reflects typical 1980s animation with a blend of impressive and sloppy elements. Character and Design Highlights (00:14, 00:33) The introduction of new characters like Hot Rod and Cup served marketing goals but received mixed reception; some preferred legacy characters instead. The Dinobots, especially Grimlock, were fan favorites noted for their personality and screen presence. Decepticons like Galvatron and Starscream stood out, with Starscream's treacherous antics praised. New designs leaned toward smoother, rounded shapes compared to the original blockier forms, signaling the toy line shift. Strategic Marketing and Toy Line Impact The movie functioned primarily as a vehicle to launch a new toy line, influencing story and character decisions deeply (00:12, 00:16). Toy Line Rollout Drives Plot and Character Fate (00:12) Killing off legacy characters cleared the stage for a new roster designed to sell fresh toys. Characters like Cup were introduced primarily to support new toy sales rather than story needs, frustrating some fans. Hot Rod's arc was designed to establish a fresh hero while maintaining toyetic appeal. The shift to new designs reflected a strategic move to modernize the brand and stimulate consumer interest. Balancing Narrative and Marketing Needs (00:16) The movie's story and character choices sometimes sacrificed cohesion for toy marketing goals. Legacy characters like Perceptor and the Dinobots were retained to maintain continuity and fan connection. Some characters, like Ultra Magnus, were less favored due to lack of narrative effectiveness but existed for toy continuity. The film's pacing and tone reflected the tension between storytelling and commercial objectives. Voice Cast and Star Power Usage (00:24) Leonard Nimoy's casting as Galvatron was a notable stunt but was not sustained beyond the movie. Orson Welles' last role as Unicron added gravitas despite limited credit and technical challenges with his audio. Voice changes and stunt casting decisions were influenced by budget and potential marketing impact. The cast choices reflect a blend of marketing intent and creative ambition. Narrative and Character Development Critiques The movie's storytelling assumes audience familiarity and presents mixed character arcs, impacting accessibility and engagement (00:38, 00:59). High Barrier for New Viewers (00:38) Nick Wolfe identified the movie as not beginner-friendly, expecting viewers to know extensive Transformers lore. The lack of exposition around key characters and events made it confusing for newcomers. Proposed solutions included adding narrated backstory and flashbacks to ease new viewers into the plot. This gap likely contributed to the movie's commercial failure despite strong fan following. Character Arcs and Roles (00:16, 00:59) Hot Rod's character is a flawed hero whose leadership rise felt unearned, creating mixed audience reception. Cup's role was criticized for being a new character inserted mainly for toy reasons rather than story depth. The pitch suggested replacing Cup with a legacy character like Ironhide to strengthen narrative bonds. Optimus Prime's death remains a pivotal emotional moment but complicates continuity and future storytelling. Supporting Characters and Dynamics (01:06, 01:09) Grimlock's interactions with Hot Rod added needed conflict and character development. Supporting characters like RC and Springer were noted as effective background players without overwhelming the story. Starscream's consistent treachery was highlighted as a strong character trait enhancing the villain dynamic. There was consensus that some Decepticon characters disappeared too quickly, weakening the villain ensemble. Proposed Improvements and Alternate Pitch Nick Wolfe's detailed pitch aimed to make the movie more accessible, coherent, and emotionally resonant without losing core elements (00:39, 00:42). Introductory Narration and Flashbacks (00:42) Suggested opening with Optimus Prime narrating key backstory events to orient new viewers. Including flashbacks to important episodes would provide context for the war, characters, and stakes. This would bridge the gap between fans and newcomers, enhancing story clarity. It also sets up the importance of Energon and Autobot City more clearly. Expanded Character Development and Role Reassignments (00:43, 00:51) Proposed making Cup more like Ironhide or Tanker (an original draft character) to improve narrative depth. Hot Rod would be shown as a capable fighter before his failures, building audience empathy. Grimlock and Hot Rod's relationship would be deepened with conflict and eventual teamwork. Optimus Prime would be critically wounded but kept alive on life support, preserving his legacy. Streamlined Plot and Group Dynamics (00:50) Consolidated the Junkion and Quintesson arcs into a single planet scenario for simplicity. Divided Autobots into clear factions with distinct challenges to create focused narrative threads. Added heroic sacrifices and teamwork moments to raise stakes and emotional impact. The pitch ended with Optimus evolving into Ultra Magnus, aligning with toy line needs while preserving character continuity. Maintaining Cult Appeal While Improving Accessibility (01:03) The pitch carefully retained key emotional beats like Optimus Prime's near-death and Hot Rod's rise. It balanced new viewer guidance with fan service to preserve the movie's iconic moments. Suggested minor tweaks to Unicron's scale and lore to reduce confusion without major changes. The approach aimed to prevent later franchise regrets about character handling seen in season three. Fan and Host Perspectives on Movie's Legacy The hosts and guest expressed strong affection for the movie's nostalgic and cultural value despite its flaws (00:59, 01:00). Embracing the Movie's 1980s Roots (01:00) Sam Alicea stressed the film's authentic 80s vibe, embracing both its high-quality animation and its rough edges. The movie was seen as a time capsule of 80s animation and storytelling norms, including its willingness to embrace trauma. The soundtrack's energy and the movie's unapologetic style were key to its enduring love. There was reluctance to change the movie too much, preserving its unique charm. Appreciation of Character Moments and Humor (01:09) Starscream was praised for his consistent jerkiness, providing comic relief and memorable villainy. The Decepticons' internal conflicts were contrasted with the Autobots' camaraderie, enriching character dynamics. The hosts lamented the disappearance of classic Decepticons when newer ones appeared. The blend of action, humor, and character quirks contributed to the movie's lasting appeal. Community and Ongoing Engagement (01:12, 01:16) Nick Wolfe and hosts highlighted fan communities like the Certain Point of View Media Discord for ongoing discussions. References to other Transformers properties like Beast Wars show layered fan engagement across generations. The show's Patreon and related projects encourage deeper fan interaction and content creation. The continued interest in the movie reflects its significance beyond initial box office performance. Distribution and Community Outreach The podcast promotes broader engagement through Patreon, additional shows, and social media presence (01:16). Patreon Support and Exclusive Content (01:16) The show thanks executive producer-level patrons by name, recognizing their financial support. Patreon offers early episode clips, essays on geek culture, and D&D topics to supporters. Essays like "Never Go Full Ranger" provide added value and deepen listener engagement. This support sustains the podcast's production and community activities. New Shows and Guest Hosting Opportunities (01:17) The launch of "Trade School," a comic book guest-hosted show, expands the network's content diversity. The format encourages fans to share positive takes on trade paperbacks in brief episodes. This initiative fosters community involvement and fresh perspectives. The network invites submissions, broadening participation from listeners. Social Media and Contact Channels (01:13, 01:16) Hosts provide social media handles and highlight the Discord server as a key interaction hub. Nick Wolfe shares his Reddit and Discord activity, emphasizing low-pressure involvement. The Discord serves as a central place for fan discussion and host engagement. Listeners are encouraged to tag hosts for responses and participate in the fan community. Upcoming Episode and Network Branding (01:18) The next podcast episode will cover "Highlander 2: The Quickening," maintaining a focus on cult and flawed films. The show's production credits and branding reinforce a professional and creative identity. The network's website and YouTube presence offer additional access points. This continuity supports sustained audience growth and brand recognition.    

Ransquawk Rundown, Daily Podcast
US Market Open: Indian tanker moves out the strait; DXY breaches 100 ahead of busy data schedule

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Mar 13, 2026 2:04


US has issued a new Russia-related general license permitting the sale of Russian crude oil and petroleum products loaded on vessels as of March 12.ByteDance reportedly plans to tap NVIDIA (NVDA) Blackwell processors that are barred for export to China, with the Co. working with Aolani Cloud on plans to use some 500 Blackwell computing systems in Malaysia, according to WSJ.European equities soften, BESI NA surges on takeover rumours; US equity futures muted ahead of PCE, GDP.DXY extends above the 100 handle, GBP slips post-GDP.Fixed income choppy and energy prices and risk tone continue to dictate price action.Brent hovers around USD 100/bbl and metals dragged by a firmer dollar. Looking ahead, highlights include Canadian Jobs Report (Feb), US Core PCE Price Index (Jan), Durable Goods Orders (Jan), Personal Spending (Jan), JOLTS (Jan), University of Michigan Consumer Sentiment Prelim. (Mar), Atlanta Fed GDP. Rating updates include Scope Ratings on UK & Spain, S&P on Spain, Moody's on Greece & Germany, Fitch on Spain & Italy.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

CNN News Briefing
Deadly Strike Hits Beirut Beach, Dozens Rescued From Oil Tanker Attacks, NYPD Hero Speaks Out and more

CNN News Briefing

Play Episode Listen Later Mar 12, 2026 8:15


Israel and Hezbollah escalate attacks across the Lebanese border.  Iran increased bombings on oil depots and tankers in gulf region. FBI has joined the search for a missing retired Air Force Major General. An NYPD officer speaks out on an attempted attack on NYC Mayor's mansion. Plus, an Iowa fisherman has set the world record for catching a 71 pound carp. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Stinchfield with Grant Stinchfield
Trump Fury About To Rain Down on Iran... Again, After Avoidable Tanker Attacks in Persian Gulf

Stinchfield with Grant Stinchfield

Play Episode Listen Later Mar 12, 2026 51:01


Overnight Iranian drones struck commercial ships in the Strait of Hormuz, leaving freighters burning and sending shockwaves through global energy markets. But here’s the question I’m asking today: why wasn’t the U.S. Navy ready for this? Iran has said for years its number one military objective in a conflict would be shutting down the Strait of Hormuz. That threat wasn’t hidden. It was repeated over and over again. Yet ships are now on fire in the world’s most important shipping lane. Protecting that corridor is the responsibility of the U.S. Fifth Fleet. So how did the most predictable move Iran could make catch us unprepared? Now that Iran has escalated and commercial vessels are burning in the water, the response will be far more severe. If Tehran wanted to trigger overwhelming retaliation, they may have just done exactly that. SUPPORT OUR SPONSORS The Maverick Systemhttps://TheMaverickSystem.com VRA Insiderhttps://VRAInsider.com Patriot Mobilehttps://PatriotMobile.com/Grant TWC Health – Use Code Grant for 10% offhttps://Twc.Health/Grant Lost Soldier Oil and Gashttps://www.LostSoldier.com See omnystudio.com/listener for privacy information.

The Investing Podcast
Hormuz Still Not Open as Iran Hits Tankers + CEO Confidence | March 12, 2026 – Morning Market Briefing

The Investing Podcast

Play Episode Listen Later Mar 12, 2026 17:39


Ben and Tom discuss the Hormuz still not open, trade probes, and CEO confidence.   Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Reuters World News
Iran's $200 oil warning, trade probes, school strike and Lebanon

Reuters World News

Play Episode Listen Later Mar 12, 2026 12:32


Tankers burn and Iran says the world should be prepared for oil prices to soar, as major economies release barrels from their strategic reserves. Investigators think the U.S. military may have been responsible for a strike on a girls' school on the first day of the war. Around 800,000 people in Lebanon have left their homes as the Israeli campaign against Iran-backed Hezbollah widens. Plus, a train from Pyongyang to Beijing sets off for the first time in six years. Listen to the Morning Bid podcast ⁠⁠here⁠⁠. Sign up for the Reuters Econ World newsletter ⁠⁠here⁠⁠.  Listen to the Reuters Econ World podcast ⁠⁠here⁠⁠. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.  You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Hörweite – Der Reporter-Podcast
Krieg in Nahost: Warum die Straße von Hormus für Trump zum Problem wird

Hörweite – Der Reporter-Podcast

Play Episode Listen Later Mar 12, 2026 28:07


Seit Ende Februar greifen die USA und Israel Ziele in Iran an. Irans Gegenwehr findet unter anderem an der Straße von Hormus statt. Durch die winzige Meerenge zwischen Iran und Oman fließt ein großer Teil des weltweiten Öls. Iran hat sie faktisch blockiert. Die Folgen sind weltweit spürbar: Reedereien leiten Tanker um, die Ölpreise geraten ins Schwanken, und für US-Präsident Donald Trump wird der Krieg zum innenpolitischen Problem. Denn steigende Benzinpreise in den USA können ihm bei den anstehenden Midtermwahlen im Herbst sehr gefährlich werden. Trump hatte im Wahlkampf versprochen, die Benzinpreise im ersten Jahr zu halbieren. Davon ist er sehr weit weg.In dieser Ausgabe von »Acht Milliarden« spricht Host Juan Moreno mit Claus Hecking, SPIEGEL-Korrespondent in Boston und Kenner der internationalen Energiemärkte. Warum ist die Straße von Hormus so entscheidend? Und warum hat Trump die Reaktion der Ölmärkte offenbar so fundamental unterschätzt? Mehr zum Thema: (S+) Mysteriöse Signale im Irankrieg: »Yek«, »schisch«, »noh« – unbekannter Sender funkt Geheimbotschaften auf Persischhttps://www.spiegel.de/wissenschaft/technik/irankrieg-kurzwellensender-in-westeuropa-funkt-mysterioese-botschaften-auf-persisch-a-b6a320af-f78c-4951-96a5-bbdf0d00d7cd (S+) Preise für Benzin und Diesel im Vergleich: Darum ist Sprit in Deutschland so viel teurer als in anderen EU-Ländernhttps://www.spiegel.de/wirtschaft/spritpreise-deutschland-im-eu-vergleich-benzin-und-diesel-besonders-teuer-a-1fb7b293-187d-4c7c-ad51-51b816cfa7c9 (S+) Trumps Weltunordnung: Plötzlich fühlt sich der Krieg ganz nah anhttps://www.spiegel.de/ausland/iran-krieg-warum-der-krieg-gegen-iran-ploetzlich-europa-trifft-und-die-welt-unsicherer-macht-a-a03ffdc8-19c3-4351-8d16-6bd1f59847b4 +++ Alle Infos zu unseren Werbepartnern finden Sie hier. Die SPIEGEL-Gruppe ist nicht für den Inhalt dieser Seite verantwortlich. +++ Den SPIEGEL-WhatsApp-Kanal finden Sie hier. Alle SPIEGEL Podcasts finden Sie hier. Mehr Hintergründe zum Thema erhalten Sie mit SPIEGEL+. Entdecken Sie die digitale Welt des SPIEGEL, unter spiegel.de/abonnieren finden Sie das passende Angebot. Informationen zu unserer Datenschutzerklärung.

Simple English News Daily
Friday 13th March 2026. Iran Mojtaba statement. Tanker attacks. Oil turmoil. Chile protests. East Africa floods. Kenya ants...

Simple English News Daily

Play Episode Listen Later Mar 12, 2026 8:48 Transcription Available


World news in 7 minutes. Friday 13th March 2026.Today : Iran Mojtaba statement. Tanker attacks. Oil turmoil. China Korea train. Meta scams. Chile protests. El Salvador crimes. Senegal homosexuality. East Africa floods. Kenya ants. Hungary Ukraine threats. St James' Park or St James Park?SEND7 is supported by our amazing listeners like you.Our supporters get access to the transcripts and vocabulary list written by us every day.Our supporters get access to an English worksheet made by us once per week.Our supporters get access to our weekly news quiz made by us once per week.We give 10% of our profit to Effective Altruism charities. You can become a supporter at send7.org/supportWith Stephen DevincenziSign up for the new free Friday newsletter! www.send7.org/newsletterContact us at podcast@send7.org or send an audio message at speakpipe.com/send7Please leave a rating on Apple podcasts or Spotify.We don't use AI! Every word is written and recorded by us! We do not consent to the podcast being used to train AI.Since 2020, SEND7 (Simple English News Daily in 7 minutes) has been telling the most important world news stories in intermediate English. Every day, listen to the most important stories from every part of the world in slow, clear English. Whether you are an intermediate learner trying to improve your advanced, technical and business English, or if you are a native speaker who just wants to hear a summary of world news as fast as possible, join Stephen Devincenzi, Juliet Martin and Niall Moore every morning. Transcripts, vocabulary lists, worksheets and our weekly world news quiz are available for our amazing supporters at send7.org. Simple English News Daily is the perfect way to start your day, by practising your listening skills and understanding complicated daily news in a simple way. It is also highly valuable for IELTS and TOEFL students. Students, teachers, TEFL teachers, and people with English as a second language, tell us that they use SEND7 because they can learn English through hard topics, but simple grammar. We believe that the best way to improve your spoken English is to immerse yourself in real-life content, such as what our podcast provides. SEND7 covers all news including politics, business, natural events and human rights. Whether it is happening in Europe, Africa, Asia, the Americas or Oceania, you will hear it on SEND7, and you will understand it.Get your daily news and improve your English listening in the time it takes to make a coffee.For more information visit send7.org/contact or send an email to podcast@send7.org

The Big Story
How the conflict in Iran is raising Canadians' cost of living

The Big Story

Play Episode Listen Later Mar 11, 2026 23:49


The conflict in the Middle East is well into its second week, and just like rest of the world, Canadians are starting to see its impacts in our everyday lives - including at the gas station. Correspondence from the White House only seems to be making it worse, with oil prices heading in every which direction after a false claim from US Energy Minister Wright on the movement of an oil tanker through the Strait of Hormuz. The critical passway has been effectively closed by the Iranian regime.  Host Maria Kestane speaks to John Kirton, political science professor and Director of the G7 Research Group for the University of Toronto. They discuss how Canadians can make sense of what they're seeing in the Middle East, and how much worse of a hit their pockets could take. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstory.bsky.social on Bluesky

Squawk Box Europe Express
Oil whipsaws on tanker escort confusion

Squawk Box Europe Express

Play Episode Listen Later Mar 11, 2026 26:43


Oil prices swing after the White House says the U.S. Navy did not escort a tanker through the Strait of Hormuz. The denial corrected a now-deleted social media post by Energy Secretary Chris Wright. The IEA reportedly proposes the largest-ever release of oil reserves as the Iran conflict continues to restrict the movement of global supplies. In autos news, Porsche narrowly misses FY sales expectations and says it will now streamline itself, pivoting away from EVs and overhauling its product line-up. Meanwhile, Renault Group CEO, François Provost, tells CNBC he still believes electric cars are the future.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Energy Gang
The war with Iran: what does the disruption in the Strait of Hormuz mean for global energy?

The Energy Gang

Play Episode Listen Later Mar 10, 2026 71:12


Tanker traffic dries up, oil, gas and fertilizer prices soar, and the world holds its breathThe Strait of Hormuz has long been discussed as one of the single greatest vulnerabilities in global energy supply. Now the risk has become reality. Host Ed Crooks is joined by Amy Myers Jaffe, Director of NYU's Energy, Climate Justice and Sustainability Lab, and Chris Aversano, Director of Maritime Partnerships at Wood Mackenzie, to assess what the disruption means for energy markets, supply chains, and the people at the centre of it all.Oil prices briefly spiked to around $119 a barrel before falling back. European natural gas prices have nearly doubled. But those numbers only tell part of the story. In normal times, between 150 and 175 ships would pass through the Strait of Hormuz every day. Since the war began, that has fallen to perhaps 10 to 12 a day. The Strait is a vital artery for the world's energy and fertilizer supplies. If it is blocked for long, the results could be catastrophic.Amy puts the market's reaction in context. She has been studying the Strait of Hormuz since the 1990s, and says that although the geography is still the same, the technology is different. The threat from drones, drone boats, and other weapons of asymmetric warfare may be harder to neutralise than the weapons that shaped earlier thinking. As she puts it, modern threats to shipping are “not your father's Oldsmobile”.Chris highlights the human dimension of the conflict. An estimated 20,000 seafarers are currently trapped inside the war zone, alongside a further 15,000 people on cruise ships and ferries. Seven merchant mariners have been killed so far, in 13 confirmed or suspected attacks. These are civilians, Chris reminds us: workers sending money home to countries such as the Philippines, Bangladesh and India, or in Eastern Europe, who never expected to find themselves victims of an armed conflict.The discussion also gets into the practicalities of what it would take to restore flows through the Strait. The US government has announced a $20 billion insurance facility to cover hull, machinery and cargo for ships in the Gulf. As Chris explains, that still leaves indemnity insurance, covering liability for spills and other damage, entirely unaddressed. A fully-laden VLCC (Very Large Crude Carrier) tanker and its cargo is worth upwards of $300 million. Cleaning up a spill of its cargo of 2 million barrels of oil could cost multiples of that.Routes to bypass the Strait of Hormuz are already being activated. Saudi Arabia's East-West pipeline to Yanbu, on the Red Sea coast, has seen throughput surge from around 730,000 barrels a day to as much as 2.5 million b/d. The UAE pipeline to Fujairah offers additional relief. But as Amy makes clear, these routes cannot come close to replacing the Strait of Hormuz in full. They do not help Iraq or Kuwait. They carry no LNG. And for refined products, there is no pipeline alternative at all.The episode closes with a broader look at what this crisis means for the future of energy. Amy argues that it reinforces the case for clean technology: when an oil price shock arrives, investment in renewables, EVs, and energy storage tends to follow. Ed points to Europe, now seeing its gas prices spike for the second time in four years, as a place where the arguments for renewables, nuclear, transmission, and demand response are becoming even harder to ignore. Green hydrogen could also benefit, thanks to potential for replacing natural gas in fertilizer supply chains. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Law of Self Defense News/Q&A
Trump Hits Iran Tankers, Moves to Seize Kharg Island Wallet! #1241

Law of Self Defense News/Q&A

Play Episode Listen Later Mar 10, 2026 84:20


All @TheBrancaShow mugs! https://tinyurl.com/k778wj2kJOIN OUR COMMUNITY! Exclusive Members-only content & perks! Only ~17 cents/day! $5/month! YouTube: https://tinyurl.com/hn32rfz9 Locals: https://tinyurl.com/yck4w9kfFOUNDING FATHERS SPEED DIAL: Founding Fathers SPEED DIAL: https://tinyurl.com/3f7pc8nzTODAY's MEMBERS-ONLY SHOW: “ICE: We Don't Need No Stinkin' Judicial Warrants!”YouTube: https://tinyurl.com/2edcx5ehLocals: https://tinyurl.com/57ee446bI was sitting in my office this weekend watching the news on Iran, and I couldn't help but think that Iran's decades-long antagonism of America and murder of Americans is finally turning out much like the Chihuahua that finally chased down the milk truck—bark around, find out.  Of course, it took Trump to make this find out a practical reality, after decades of feckless prior presidents bent the American knee to Iran's relentless yapping—because unlike those prior presidents Trump just does the things that America can and should do. Now the word on the street—or should I say, the word on the Strait of Hormuz—is that Trump is eyeballing Iran's Kharg Island like a hungry bear eyes a fat rabbit.  If you don't know, Kharg Island handles about 90% of Iran's crude oil exports—you can think of it as Iran's big fat wallet. Seize that asset and suddenly Iran goes from rich boy living large on a trust fund to the kid restocking shelves on the night shift. Without Kharg Island, Iran simply can't keep distributing the fast sums of money that maintain its theocratic death-cult grip on the nation—and that theocratic death-cult will find itself eviscerated in precisely the same manner as its several layers of leadership have been eviscerated by American & Israeli bombs and missiles. Even better is the strategic impact on China.  Traditionally, China purchased as much as 80% of Venezuela's oil exports, and as much as 90% of Iran's oil exports.  With Venezuela now a secured American partner and Iran demonstrably unable to ensure exports as the United States has begun to explode its tanker ships, China is facing a tightening petro-energy noose around its economy.  Hear that gagging sound? That's Xi as the rest of China's political leadership see his rule of the nation resulting in its economic collapse. Again, Trump can just do the things America ought long have been doing. As for America's enemies, foreign and domestic, black-pilling about sky-rocking prices of oil as a consequence of Trump's military action against Iran—the brief spike in oil prices immediately after the bombs started dropping has already begun to collapse. Why? Because price setters of crude oil recognize that the world actually has a current oil surplus, America itself floats on an ocean of oil, the US has just secured Venezuela's oil resources, Trump's savvy offer of maritime insurance has already brought Lloyds of London back into the market, and any energy spike is likely to be short-lived at worst. Once more: America's back, baby. Under Sleepy Joe, we'd be begging the UN for permission slips while oil hits triple digits. But with Trump? We're talking leverage on every strategic front, baby—enforce the Donroe doctrine in the American hemisphere, seize Iran's wallet, stabilize the energy prices, and make China suffer sufficiently to neuter it's own strategic ambitions against Taiwan, against America, against anybody. Join me LIVE at 11 AM ET as I break it all down!Episode #1242.

Psykologen i Øret
Når tanker fylder om natten - guidet meditation

Psykologen i Øret

Play Episode Listen Later Mar 10, 2026 43:36


I dagens episode giver jeg dig en gratis guidet meditation, der er til, når tanker fylder om natten. Den er til dig, der er stresset, angst eller bare vågner om natten med tanker, der holder dig vågen. Udover meditationen deler jeg 5 gode råd til, hvad du kan gøre, hvis tanker vækker dig om natten.Denne meditation er en del af meditationssamlingen i mit stressforløb RO, der hedder "Mind/Body Biblioteket", der består af mere end 50 guidede meditationer og afspændinger. I biblioteket er der også en sektion med guidede meditation til at sove bedre, og "Når tanker fylder om natten" er én af dem.>>> Læs mere her

Psykologen i Øret
Når tanker fylder om natten - guidet meditation

Psykologen i Øret

Play Episode Listen Later Mar 10, 2026 27:38


Startup - Jetzt ganz ehrlich
Schock bei Volkswagen -  "Das ist für Porsche eine Katastrophe"

Startup - Jetzt ganz ehrlich

Play Episode Listen Later Mar 10, 2026 16:25 Transcription Available


"Volkswagen ist ein fast nicht mehr regierbarer Tanker" - und Porsche erlebt laut eines Experten sogar "eine Katastrophe". Währenddessen spricht Konzernchef Oliver Blume von einem "gemischten Bild". Doch nicht nur die Autoindustrie steht unter Druck: Bauernpräsident Joachim Rukwied fordert wegen des Iran-Krieges "einen Anstieg der Preise um 25 bis 30 Prozent für unsere Produkte". Und ein Schokoladenhersteller zeigt derweil, wie sich höhere Preise durchsetzen und der Gewinn steigern lassen. Dieser Podcast wird vermarktet von Julep Media: sales@julep.de

Steingarts Morning Briefing – Der Podcast
Krieg in der Golfregion | Tanker-Stau in Hormus | Cem Özdemir über Stuttgart 21

Steingarts Morning Briefing – Der Podcast

Play Episode Listen Later Mar 6, 2026 28:44


Chelsea Spieker präsentiert das Pioneer Briefing.

Ransquawk Rundown, Daily Podcast
US Market Open: US-sanctioned gas tanker reportedly transited the Strait of Hormuz this morning; US equity futures softer into NFP

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Mar 6, 2026 2:43


The Trump administration has reportedly ruled out deploying the Treasury Department to trade oil futures for now, believing it will have a limited meaningful effect, Bloomberg reported citing sources. US-sanctioned gas tanker reportedly transited the Strait of Hormuz this morning, according to Bloomberg; The Danuta I, sailed under the flag of Palau.European equities are under modest pressure, Roche hit as weight loss drug disappoints; US equity futures softer.DXY gains ahead of jobs report; AUD propped up by RBA hike bets; JPY narrowly lags peersGlobal bonds slip as the risk tone deteriorates; Gilts underperform.Crude continues to edge higher; Gold faces pressure amid a stronger DXY.Looking ahead, highlights include US NFP (Feb), Retail Sales (Jan), Speakers including ECB's Cipollone & Schnabel, Fed's Waller, Daly, Goolsbee, Miran, Schmid, Collins & Hammack, RBA's Hauser, Credit Review including Fitch on France, DBRS on Greece. Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Mark Simone
FULL SHOW: US oil tanker attacked; The AI race is on. 

Mark Simone

Play Episode Listen Later Mar 5, 2026 63:18


Democrats argue that President Trump's war has driven up gas prices and that there is still no clear explanation for why the conflict with Iran began. President Trump maintains that the U.S. military is prepared to continue the campaign for weeks. Democrat John Fetterman is among those critical of the President's actions against Iran. Legendary coach Lou Holtz passed away yesterday at the age of 89. Mark interviews economist Steve Moore. Steve credits President Trump's “drill baby drill” approach for strengthening America's energy independence and reducing reliance on countries like Saudi Arabia. Meanwhile, the U.S. and China are locked in a fierce competition to lead the global AI industry. Over $100 billion has been invested in AI by the United States in the last year alone. Will Governor Gavin Newsom's “cap-and-invest” energy initiatives ultimately harm California's economy?  Savannah Guthrie returned to New York City yesterday to The Today Show following the disappearance of her mother, Nancy Guthrie, who has been missing for five weeks. Mark analyzes what this situation could mean for Savannah and her family. In Minnesota, $19 billion went missing due to fraud - where did the money end up? Governor Tim Walz addressed the issue yesterday, but his answers raised more questions. Gayle King has signed a new deal with CBS News. Mark interviews WOR weeknight host Jimmy Failla. Iran is seeking new leadership after the U.S. deposed the ayatollah. There is talk of his son, Mojtaba Khamenei, succeeding him. Democrats continue to oppose President Trump's actions, including the war in Iran, which Jimmy tries to make sense of.

Mark Simone
FULL SHOW: US oil tanker attacked; The AI race is on. 

Mark Simone

Play Episode Listen Later Mar 5, 2026 64:49 Transcription Available


Democrats argue that President Trump's war has driven up gas prices and that there is still no clear explanation for why the conflict with Iran began. President Trump maintains that the U.S. military is prepared to continue the campaign for weeks. Democrat John Fetterman is among those critical of the President's actions against Iran. Legendary coach Lou Holtz passed away yesterday at the age of 89. Mark interviews economist Steve Moore. Steve credits President Trump's “drill baby drill” approach for strengthening America's energy independence and reducing reliance on countries like Saudi Arabia. Meanwhile, the U.S. and China are locked in a fierce competition to lead the global AI industry. Over $100 billion has been invested in AI by the United States in the last year alone. Will Governor Gavin Newsom's “cap-and-invest” energy initiatives ultimately harm California's economy?  Savannah Guthrie returned to New York City yesterday to The Today Show following the disappearance of her mother, Nancy Guthrie, who has been missing for five weeks. Mark analyzes what this situation could mean for Savannah and her family. In Minnesota, $19 billion went missing due to fraud - where did the money end up? Governor Tim Walz addressed the issue yesterday, but his answers raised more questions. Gayle King has signed a new deal with CBS News. Mark interviews WOR weeknight host Jimmy Failla. Iran is seeking new leadership after the U.S. deposed the ayatollah. There is talk of his son, Mojtaba Khamenei, succeeding him. Democrats continue to oppose President Trump's actions, including the war in Iran, which Jimmy tries to make sense of.See omnystudio.com/listener for privacy information.

Ukraine: The Latest
‘Russian-made drones' fired by Iran as Middle East war escalates & shadow fleet tanker explodes in Mediterranean carrying sanctioned gas

Ukraine: The Latest

Play Episode Listen Later Mar 4, 2026 41:45


Day 1,469.Today, as questions are directed at the Kremlin after Russian components were reportedly found in the wreckage of a drone that struck Dubai, we examine President Volodymyr Zelensky's proposal to swap US-made Patriot air defence missiles for Ukrainian interceptor drones to counter Iranian and Russian weapons. We report on the latest explosion involving a Russian shadow fleet tanker in the Mediterranean Sea, and bring you the view from Brussels as European Union member states appear to push back against the European Commission's fast-track proposals for Ukrainian EU membership.Contributors:Dominic Nicholls (Host on Ukraine: The Latest). @DomNicholls on X.Francis Dearnley (Host on Ukraine: The Latest). @FrancisDearnley on X.Joe Barnes (Brussels Correspondent). @Barnes_Joe on X.NOW IN FULL VIDEO WITH MAPS & BATTLEFIELD FOOTAGE:Every episode is now available on our YouTube channel shortly after the release of the audio version. You will find it here: https://www.youtube.com/channel/UCdHjleMvPSs-JEjiQ8_D2cACONTENT REFERENCED:What the Iran war means for Ukraine (The Telegraph):https://www.telegraph.co.uk/world-news/2026/03/04/iran-war-consequences-for-ukraine-russia-conflict/ Zelensky floats swapping Patriot missiles for interceptor drones amid increased Iranian Shahed threat (The Telegraph):https://kyivindependent.com/zelensky-floats-swapping-patriot-missiles-for-interceptor-drones-amid-increased-iranian-shahed-threat/ EU urges Ukraine to allow access to pipeline carrying Russian oil (Financial Times):https://www.ft.com/content/8f5f18fb-311d-4df0-805c-063b292506b3 Russian tanker ‘hit by drone' in Mediterranean (The Telegraph):https://www.telegraph.co.uk/world-news/2026/03/04/russian-tanker-hit-by-drone-in-mediterranean/ WEEKLY NEWSLETTER:Our weekly newsletter includes maps of the frontlines and diagrams of weapons, answers your questions, provides recommended reading, and gives exclusive analysis and behind-the-scenes insights.. It's free for everyone, including non-subscribers. Join here – http://telegraph.co.uk/ukrainenewsletter EMAIL US:Contact the team on ukrainepod@telegraph.co.uk . We continue to read every message, and seek to respond to as many on air and in our newsletter as possible. Hosted on Acast. See acast.com/privacy for more information.

The Economist Morning Briefing
Trump offers naval escorts for tankers in Gulf; drones target US consulate in Dubai, and more

The Economist Morning Briefing

Play Episode Listen Later Mar 4, 2026 3:45


Donald Trump said America would “immediately” provide insurance for shipping lines travelling through the Strait of Hormuz, and that the navy would escort oil tankers if necessary. Hosted on Acast. See acast.com/privacy for more information.

Forward Observer Dispatch
U.S. to Provide Oil Tanker Insurance, Escorts in Strait of Hormuz

Forward Observer Dispatch

Play Episode Listen Later Mar 4, 2026 49:58


AP Audio Stories
A Russian-flagged tanker erupts in a massive fire and sinks off Libya

AP Audio Stories

Play Episode Listen Later Mar 4, 2026 0:40


AP correspondent Charles de Ledesma reports on a Russian--flagged ship exploding in the Mediterranean Sea.

Ransquawk Rundown, Daily Podcast
EU Market Open: Trump gives assurances to tankers passing through Hormuz; KOSPI triggered circuit breaker

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Mar 4, 2026 3:01


APAC stocks extended on losses with markets roiled by the widening conflict in the Middle East; KOSPI saw a double-digit percentage drop and had triggered a circuit breaker with declines led by shipbuilders and shipping firms.Iran hit more than 10 tankers that ignored warnings and warns ships against transiting the Strait of Hormuz, according to FARS.US President Trump said, "If necessary, the United States Navy will begin escorting tankers through the Strait of Hormuz, as soon as possible".US President Trump announced with immediate effect that the US is to provide political risk insurance and guarantees (at a very reasonable price) for the financial security of all maritime trade, especially energy, travelling through the Gulf.European equity futures indicate a slightly lower cash market open with Euro Stoxx 50 futures down 0.4% after the cash market closed with losses of 3.6% on Tuesday.Looking ahead, highlights include Swiss CPI (Feb), Global Final Composite/Services PMIs (Feb), EZ Unemployment (Jan), PPI (Jan), US ISM Services PMI (Feb), NBP Policy Announcement. Speakers include ECB's Cipollone, de Guindos & BoC's Macklem. Supply from Germany, Earnings from Broadcom, Merck & Deutsche Post.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The Energy Question
Qatar Halts LNG Production, and LNG Tanker Hit in the Mediterranean

The Energy Question

Play Episode Listen Later Mar 4, 2026 38:45


The Energy News Beat Stand up is on a roll, and we have David Blackmon stop by to cover more of the stories. This podcast is pushed out on both platforms. What a day on the news desk, Qatar shuts down LNG, and it will take a minimum of 4 to 6 weeks to fire back up to volume. The other huge story today is that Ukraine may have been the one to hit a Russian LNG tanker in the Mediterranean. Yes, you read that right - Mediterranean. 1. Cutter's LNG Shutdown and Global Energy Impact The transcript discusses a major disruption in the global LNG market following Cutter's complete shutdown of liquefied natural gas operations after a drone attack on critical infrastructure. This has created significant supply shortages and affected Europe's energy security, with implications for Russia's gas export strategy.2. Middle East Conflict and Energy Infrastructure Attacks There's substantial discussion about escalating tensions in the Middle East, including Iranian missile and drone attacks on Saudi Arabian and Qatari oil refineries and LNG terminals. These attacks have disrupted global energy supplies and raised concerns about the vulnerability of critical energy infrastructure in the region.3. Trump's New Shipping Insurance System The transcript covers President Trump's announcement of a U.S.-backed marine insurance system, which is positioned as a potential challenge to London's traditional dominance in global shipping insurance through Lloyd's of London.4. California Refinery Regulations Chevron's warning to California's Governor Newsom about proposed regulations by the California Air Resources Board is discussed, with concerns that these regulations could effectively shut down the state's remaining refineries.5. Energy Sector Stock Performance and Investment Analysis The transcript includes analysis of various energy-related stocks, including refineries, LNG companies, and oil and gas producers like Valero, Cheniere Energy, Enbridge, and Exxon Mobil, examining their earnings potential and investment timing.1.Qatar Shuts Down LNG: What Does This Mean for Global Markets? What should US Investors look for?2.Gulf Refineries and Terminals Under Fire by Iran: Escalation in the Middle East and Its Ripple Effects on Global Energy Markets3.First LNG Tanker Hit in the Mediterranean: Escalation in Shadow Fleet Warfare4.Chevron Warns of Irreversible Harm to California's Economy and Energy Security in Letter to gov. Newsom5.Nationwide Gas Prices Jump 11 Cents; California Still Leads with the Highest Gas Prices6.California will be a national security risk for the entire country!Shout out to Reese Energy Consulting https://reeseenergyconsulting.com/Check out David's Substack at https://blackmon.substack.com/Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/

Forbes Daily Briefing
The Fall Of Iran And Venezuela Are A Boon For Oil Tanker Billionaires

Forbes Daily Briefing

Play Episode Listen Later Mar 4, 2026 5:20


The U.S.' latest attacks may raise gas prices at the pumps, but Trump's military operations have already helped boost shipping billionaire fortunes by $45 billion and counting. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Energy News Beat Podcast
Qatar Halts LNG Production, and LNG Tanker Hit in the Mediterranean

Energy News Beat Podcast

Play Episode Listen Later Mar 4, 2026 38:45


The Energy News Beat Stand up is on a roll, and we have David Blackmon stop by to cover more of the stories. What a day on the news desk, Qatar shuts down LNG, and it will take a minimum of 4 to 6 weeks to fire back up to volume. The other huge story today is that Ukraine may have been the one to hit a Russian LNG tanker in the Mediterranean. Yes, you read that right - Mediterranean. 1. Cutter's LNG Shutdown and Global Energy Impact The transcript discusses a major disruption in the global LNG market following Cutter's complete shutdown of liquefied natural gas operations after a drone attack on critical infrastructure. This has created significant supply shortages and affected Europe's energy security, with implications for Russia's gas export strategy.2. Middle East Conflict and Energy Infrastructure Attacks There's substantial discussion about escalating tensions in the Middle East, including Iranian missile and drone attacks on Saudi Arabian and Qatari oil refineries and LNG terminals. These attacks have disrupted global energy supplies and raised concerns about the vulnerability of critical energy infrastructure in the region.3. Trump's New Shipping Insurance System The transcript covers President Trump's announcement of a U.S.-backed marine insurance system, which is positioned as a potential challenge to London's traditional dominance in global shipping insurance through Lloyd's of London.4. California Refinery Regulations Chevron's warning to California's Governor Newsom about proposed regulations by the California Air Resources Board is discussed, with concerns that these regulations could effectively shut down the state's remaining refineries.5. Energy Sector Stock Performance and Investment Analysis The transcript includes analysis of various energy-related stocks, including refineries, LNG companies, and oil and gas producers like Valero, Cheniere Energy, Enbridge, and Exxon Mobil, examining their earnings potential and investment timing.1.Qatar Shuts Down LNG: What Does This Mean for Global Markets? What should US Investors look for?2.Gulf Refineries and Terminals Under Fire by Iran: Escalation in the Middle East and Its Ripple Effects on Global Energy Markets3.First LNG Tanker Hit in the Mediterranean: Escalation in Shadow Fleet Warfare4.Chevron Warns of Irreversible Harm to California's Economy and Energy Security in Letter to gov. Newsom5.Nationwide Gas Prices Jump 11 Cents; California Still Leads with the Highest Gas Prices6.California will be a national security risk for the entire country!Shout out to Reese Energy Consulting https://reeseenergyconsulting.com/Check out David's Substack at https://blackmon.substack.com/Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/

World Business Report
Trump: US Navy could escort tankers through Hormuz

World Business Report

Play Episode Listen Later Mar 3, 2026 26:26


President Trump says the US Navy will escort tankers through the Strait of Hormuz "if necessary", after shipping traffic almost entirely halted through the key sea passage following Iranian threats to "set fire" to ships. We hear the latest on shipping in the region.We also head to Lebanon as hostilities between Israel and the Iran-backed group Hezbollah continue to escalate. What does this mean for the future of the country? And OpenAI says it's rewriting parts of what it calls an “opportunistic and sloppy” deal with the US government over the use of its AI in classified military operations.(PHOTO: Tankers are seen off the coast of the Fujairah, as Iran vows to close the Strait of Hormuz, amid the U.S.-Israel conflict with Iran, in Fujairah, United Arab Emirates, March 3, 2026. Credit: REUTERS/Amr Alfiky/File Photo).

Energy Evolution
Europe's battle against the shadow tanker fleet

Energy Evolution

Play Episode Listen Later Mar 3, 2026 23:02


For several years, Iran, Venezuela, and Russia have relied on a sprawling network of aging tankers—known as the shadow fleet—to keep their oil flowing despite Western sanctions. Now, the EU is proposing its most aggressive move yet: a sweeping ban on maritime services that could cut off insurance, brokerage, and port access for vessels carrying Russian crude. This comes at a time when the Venezuelan shadow fleet has largely been replaced by mainstream tanker operators, while the US continues to impose new restrictions on Iranian vessels. Both developments raise fresh questions about the future of these rogue tankers. In this episode of Energy Evolution, host Eklavya Gupte explores whether the shadow fleet can survive tighter sanctions and what the consequences might be for global energy security, trade flows, and environmental safety. Joining the conversation are Kelly Norways and Max Lin, two journalists from Platts, part of S&P Global Energy, who have been tracking the shadow fleet's evolution over the past few years. They break down the mechanics of this shipping network, explain how the EU's proposed ban differs from the price cap system, and reveal the growing risks posed by a fleet of vessels operating outside international safety standards. Related content Shadow Fleet: How illicit shipping networks broke global oil trade https://www.spglobal.com/energy/en/news-research/videos/crude-oil/230925-shadow-fleet-how-illicit-s… G7 tankers return to Russia on weak Urals despite security worries https://www.spglobal.com/energy/en/news-research/latest-news/shipping/011626-g7-tankers-return-to-r… G7 crude tankers' share in Russia falls to four-month low as EU plans full ban https://www.spglobal.com/energy/en/news-research/latest-news/crude-oil/020926-g7-crude-tankers-shar… INTERACTIVE: Seaborne trade in Russian oil under G7 price cap https://www.spglobal.com/energy/en/news-research/latest-news/crude-oil/030724-interactive-russia-cr…

Battery Metals Podcast
Europe's battle against the shadow tanker fleet

Battery Metals Podcast

Play Episode Listen Later Mar 3, 2026 23:02


For several years, Iran, Venezuela, and Russia have relied on a sprawling network of aging tankers—known as the shadow fleet—to keep their oil flowing despite Western sanctions. Now, the EU is proposing its most aggressive move yet: a sweeping ban on maritime services that could cut off insurance, brokerage, and port access for vessels carrying Russian crude. This comes at a time when the Venezuelan shadow fleet has largely been replaced by mainstream tanker operators, while the US continues to impose new restrictions on Iranian vessels. Both developments raise fresh questions about the future of these rogue tankers. In this episode of Energy Evolution, host Eklavya Gupte explores whether the shadow fleet can survive tighter sanctions and what the consequences might be for global energy security, trade flows, and environmental safety. Joining the conversation are Kelly Norways and Max Lin, two journalists from Platts, part of S&P Global Energy, who have been tracking the shadow fleet's evolution over the past few years. They break down the mechanics of this shipping network, explain how the EU's proposed ban differs from the price cap system, and reveal the growing risks posed by a fleet of vessels operating outside international safety standards. Related content Shadow Fleet: How illicit shipping networks broke global oil trade https://www.spglobal.com/energy/en/news-research/videos/crude-oil/230925-shadow-fleet-how-illicit-s… G7 tankers return to Russia on weak Urals despite security worries https://www.spglobal.com/energy/en/news-research/latest-news/shipping/011626-g7-tankers-return-to-r… G7 crude tankers' share in Russia falls to four-month low as EU plans full ban https://www.spglobal.com/energy/en/news-research/latest-news/crude-oil/020926-g7-crude-tankers-shar… INTERACTIVE: Seaborne trade in Russian oil under G7 price cap https://www.spglobal.com/energy/en/news-research/latest-news/crude-oil/030724-interactive-russia-cr…

PilotPhotog Podcast
Invisible Hours Before Sunrise

PilotPhotog Podcast

Play Episode Listen Later Mar 2, 2026 10:04 Transcription Available


Enjoyed this episode or the podcast in general? Send me a text message:The sky over Tehran burned at 0300, but the outcome had been scripted hours earlier in the dark. We pull back the curtain on Operation Epic Fury to show how a fifth‑generation architecture—Raptors, Lightnings, carriers, growlers, drones, and tireless tanker crews—shaped the fight before the first Tomahawk ever left its tube. This isn't a tale of single jets and hero shots; it's a story about networks, timing, and the people who turn stealth and software into real‑world advantage.We map the geometry that mattered: twin carrier strike groups bracketing the battlespace, tankers pushing forward to convert reach into persistence, and stealth assets slipping into place across Europe and the Levant. From there, the tempo shifts. F‑22s imposed a pressure dome at altitude—first look, first shot—while F‑35s fractured radar coherence and fed clean targeting data across the force. Growlers flooded the air with interference, Tomahawks followed digital corridors, and drones provided affordable mass. Instead of waves of suppression and then strike, dominance and destruction happened at once, often from the same airframes. The result: chaos for defenders, clarity for attackers, and a strike that felt almost procedural.We also spotlight the human engine beneath the tech. Maintainers nursed low‑observable coatings and tight tolerances under expeditionary pressure. Pilots managed sensor fusion and electronic attack while keeping the clock on their side. Tanker crews flew predictable tracks through unpredictable skies, extending range, options, and time on station. And we wrestle with the big question: if the decisive fight is now architectural—won in the invisible hour—how do layered defenses adapt? Can massed drones or hardened, distributed sensors bend that curve back?Listen for a ground‑truth breakdown that blends strategy, logistics, and cockpit realities. If this shift fascinates you, follow, share with a friend who loves airpower analysis, and leave a review to help more listeners find the show. Got a counter‑strategy we didn't cover? Tell us—your take might shape our next deep dive.Support the showTo help support this podcast and become a PilotPhotog ProCast member: https://www.buzzsprout.com/1555784/supportIf you enjoy this episode, subscribe to this podcast, you can find links to most podcast streaming services here: PilotPhotog Podcast (buzzsprout.com) Sign up for the free weekly newsletter Hangar Flyingwith Tog here: https://hangarflyingwithtog.com You can check out my YouTube channel for many videos on fighter planes here: https://youtube.com/c/PilotPhotog If you'd like to support this podcast via Patreon: https://www.patreon.com/PilotPhotog And finally, you can follow me on Twitter here: https://twitter.com/pilotphotog

Bloomberg Daybreak: US Edition
Trump Urges Iran Leadership Change; Oil Spikes on Hormuz Disruptions

Bloomberg Daybreak: US Edition

Play Episode Listen Later Mar 2, 2026 24:29 Transcription Available


Today's top stories, with context, in just 15 minutes.On today's podcast:1) President Trump said the bombing campaign against Iran will continue until its objectives are achieved, calling on the nation’s leaders to capitulate as a report indicated at least one top official in Tehran sought to resume nuclear talks with the US. Trump on Sunday re-confirmed the death of Iran’s supreme leader, Ayatollah Ali Khamenei, and said the US and Israel had struck hundreds of targets in Iran including Revolutionary Guard facilities and air defenses. The US military’s Central Command announced Sunday that three US service members were killed and five “seriously wounded” during operations against the Islamic Republic, but gave no further details. Trump, who campaigned for the presidency on a pledge not to endanger American troops in the Middle East, called their deaths part of “the righteous mission” in a video posted on social media. “There will likely be more before it ends. That’s the way it is.”2) Saudi Arabia and the United Arab Emirates are stepping up criticism of Iran’s regional attacks, while Gulf states consider coordinating efforts to halt what they’ve called “treacherous” and “heinous” actions by Tehran. Ministers from Gulf Cooperation Council nations held an extraodinary meeting on Sunday to review damages from Iran’s strikes on countries spanning from the UAE to Bahrain, Qatar and Oman, and consider necessary steps to restore stability and peace to the Middle East, according to a statement from state-run Saudi Press Agency. The states affirmed their right to respond to respond to Iran in “self-defense, either individually or collectively” and said GCC members “will take all necessary measures to defend their security and stability and to protect their territories, citizens, and residents, including the option to respond to the aggression.”3) Oil surged the most in four years as traders gauged the impact of the effective closure of the Strait of Hormuz triggered by US and Israeli strikes against Iran, with hostilities escalating across the region. Global benchmark Brent was more than 9% higher near $80 a barrel, after earlier rallying by as much as 13% to the highest since January 2025. Tanker traffic through the strait — the chokepoint off Iran’s coast that handles a fifth of the world’s oil and large volumes of gas — has largely halted, with a self-imposed pause in place by shipowners and traders as the conflict spreads.See omnystudio.com/listener for privacy information.

Business daily
Oil prices surge as tanker traffic in Strait of Hormuz grinds to a halt

Business daily

Play Episode Listen Later Mar 2, 2026 6:31


As war escalates in the Middle East and Iran's security forces order ships not to cross the Strait of Hormuz, oil prices have surged this Monday, putting pressure on global markets. In this edition, we speak to Jorge León of Rystad Energy to better understand the forces that are bringing benchmark energy prices higher. 

Preble Hall
Tom Duffy - Tanker War in the Gulf

Preble Hall

Play Episode Listen Later Mar 1, 2026 39:31


In this episode of Preble Hall, Tom Duffy discusses his new book, Tanker War in the Gulf: Operation Earnest Will, Diplomacy and Seapower in Practice, with Dr. John Sherwood. During the Tanker War, Duffy was a naval officer aboard the U.S.S. Cochrane (DDG-21). He later served as a diplomat with the State Department for 32 years.

444
Borízű hang #259: Inkább magyar 3000-ben, mint drogbáró Mexikóban [rövid verzió]

444

Play Episode Listen Later Mar 1, 2026 50:39


Az előfizetők (de csak a Belső kör és Közösség csomagok tulajdonosai!) már szombat hajnalban hozzájutnak legfrissebb epizódunk teljes verziójához. A hétfőn publikált, ingyen meghallgatható verzió tíz perccel rövidebb. Itt írtunk arról, hogy tudod meghallgatni a teljes adást. Jó-e bűnözőnek lenni? A fenntartható, környezettudatos drogkereskedelemért! Gödölyék, jerkék, ártányok. Kelet-európai identitásdrift Gogollal és Leonyid Brezsnyevvel. Csalódás Richard Bransonban. És a Mennyiségi Újságírás díjat kapja... 00:00 Tartalomjegyzék. 01:11 Nem is olyan jó bűnözőnek lenni. Rogán nyilatkozik. El Mencho és a mariachi. 05:15 Escobar is lehetett volna bármi más. Növekedési kényszer a drogkereskedelemben. A környezettudatos, fenntartható kábítószer-kereskedelem. 09:49 Közgazdaságtan és kábítószerkereskedelem. Dr. Schwab és kokain. 13:19 Újabb érdekes adatok Erdős Pál amfetaminfüggőségéről. Erdős Pál és Uj Péter találkozása, speed nélkül. A kis Terence Tao és Erdős Pali bácsi. 18:08 Budapesti ukrán verdák 2. - Kelet-európai identitás drift. Gogol és Zelenszkij ukránsága. 22:32 A hét autós üldözése egy érdi varsúti átjáróban. 26:52 R-Go gödölyék és jerkék. Mit mond Váncsa István? 30:20 Az MSZP temetése a Jókai utcában. A KDNP ügyesebb volt. The Jon Spencer Package Experience. Csalódás Richard Bransonban. 35:44 Jelentős mérföldkő az alapkő. Mikor lesz vasút Ferihegyre? 41:50 Putyinista sapkalevétel magyar iskolákban. Tankerülete válogatja! Peter Thiel gyermekeinek szkríntájmja. 47:20 Ki nyeri a Mennyiségi Újságírás Díjat? Bede Márton demográfiai cikke. Ne féljünk a vámpírhaltól! See omnystudio.com/listener for privacy information.

Argus Media
Weight of Freight: Talking tankers with Asyad's CEO

Argus Media

Play Episode Listen Later Feb 27, 2026 25:45


The Weight of Freight podcast today speaks to Ibrahim Al Nadhairi, chief executive officer of Oman's Asyad Shipping. The podcast includes a deep dive into the crude and product tanker markets from the perspective of a key shipowner, as well as the decision-making process around alternative fuels and the investment decision around new shipping technologies, ranging from LNG to rotor sails. Key points include, but are not limited to: Purchasing VLCC vessels and outlook on the VLCC tanker market Evolving role of refineries in the Middle East and how a shipowner views market trends Alternative fuels, shipping technologies and fleet renewal Charter agreements, long-term vs spot How shipping responds to geopolitics

Thoughts on the Market
Oil Rallies on Fresh Uncertainty

Thoughts on the Market

Play Episode Listen Later Feb 26, 2026 4:55


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.

Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories
Leslie Chats with Rachel Ziemba on on Iran's Weakness, Oil Sanctions, and the Future of US Economic Statecraft

Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories

Play Episode Listen Later Feb 23, 2026 37:33


Is Iran weaker today due to sanctions?In this episode of Energy Vista, Leslie Palti-Guzman sits down with geoeconomic expert Rachel Ziemba to unpack the use of US economic statecraft against Iran in an era of shadow fleets and great-power fragmentation.We discuss:• How much of Iran's current economic and political weakness is actually driven by sanctions• China's decisive role in sustaining Iranian, Russian, and Venezuelan crude exports• The rise of a sanctions-evasion ecosystem linking Iran, Russia, and Venezuela• Whether the Houthis' disruption of Red Sea shipping indirectly enables sanctioned oil trade• Has the US overstretched its economic statecraft tools?At stake is more than Iran. This is about the durability of US financial power, the fragmentation of global energy markets, and whether sanctions remain leverage.Listen on Apple Podcasts, Spotify, and all major platforms.Watch the full conversation on YouTube.

Hollinger & Duncan NBA Show - NBA Basketball Podcast
2025 Deadline Retrospective; Knocking the Tread off the Tankers

Hollinger & Duncan NBA Show - NBA Basketball Podcast

Play Episode Listen Later Feb 20, 2026 54:07


John and Nate level a TOW Missile at the league's tankers with some novel solutions and evaluation of whether the league's proposed ideas will work, while discussing if the Jazz's punishment was fair. Then a look back at the 2025 Trade Deadline is a year on. Do we think the Luka trade was still a bad deal for the Mavs? How is the De'Aaron Fox trade working out for the Spurs/Kings, and Bulls? We also hit on the Jimmy Butler, Brandon Ingram, De'Andre Hunter and Kyle Kuzma trades, take a look at the rescinded Mark Williams to the Lakers deal, and also Utah acquiring Phoenix's 2031 unprotected 1st for three ostensibly worse picks.  Dunc'd On Prime is the only place to get every episode with Nate & Danny, plus every pod with John Hollinger & Nate as well! DuncdOn.SupportingCast.FM Subscribe on YouTube to see our hilarious faces and, more importantly, see the key moments from the pod each week.Or, sign up for our FREE mailing list to get Dan Feldman's Daily Duncs with all the major topics around the league twice a week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Real Estate Espresso
Old Tankers Will Impact The World Economy

Real Estate Espresso

Play Episode Listen Later Feb 20, 2026 5:50


You've heard me say it numerous times. Energy is the economy. If you don't believe me, just look at Cuba. The country is being starved for oil and the country is unable to function. At first it was just the United States imposing sanctions on countries that it sees as violating international law. That includes Russia, Venezuela, Iran, North Korea, and certainly a few others. But those sanctions have been largely paper exercises involving money and financial instruments. It's only when a physical blockade of oil tankers severed energy trade routes that we started to see a real tangible impact. Other countries have joined in and impounded vessels that were carrying sanctioned oil. When it comes to global oil prices, the usual metrics of supply and demand seem to rule the day. The measure surplus or shortage is based on inventories consisting of tank storage and “oil on the water” which is oil in the hold of a ship. But what about the dark fleet that doesn't report its inventories? They are called “dark" because they turn off their AIS transponders which allows for position tracking. They participate in ship-to-ship (STS) transfers in international waters, and these ships frequently change country of registration to make tracking more difficult.That is how a “shipping problem” becomes an “oil price problem,” even when there is plenty of crude in the ground.An oil tanker crunch is coming. New ships are not being built fast enough and these older ships are going to be very difficult to bring back into good standing with the world's major insurers. We could see a global oil shortage because of a shortage of insurable ships. --------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

The President's Daily Brief
PDB Afternoon Bulletin | February 16th, 2026: U.S. Troops Raid Sanctioned Tanker After Ocean Chase & Airstrikes in Syria

The President's Daily Brief

Play Episode Listen Later Feb 16, 2026 14:43


In this episode of The PDB Afternoon Bulletin: First up — a sanctioned oil tanker is tracked from the Caribbean to the Indian Ocean and boarded by U.S. troops, marking another aggressive move in Washington's maritime sanctions campaign.  Later in the show — U.S. forces in Syria conduct ten coordinated strikes targeting more than 30 ISIS positions, as American commanders work to prevent the terror group from regrouping and reestablishing a foothold in the region. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting https://PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: youtube.com/@presidentsdailybrief Cozy Earth: Visit https://www.CozyEarth.com/PDB & Use code PDB for up to 20% off Ultra Pouches: Don't sleep on @ultrapouches. New customers get 15% Off with code PDB at https://takeultra.com! #UltraPouches #ad HomeServe: Protect your home systems from costly repairs with HomeServe—plans start at $4.99/month at https://HomeServe.com.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The President's Daily Brief
February 11th, 2026: Trump Threatens Iran With Second Carrier & U.S. Boards Another Russian Tanker

The President's Daily Brief

Play Episode Listen Later Feb 11, 2026 23:48


In this episode of The President's Daily Brief: First up—new details are emerging on what Iran is actually offering in nuclear talks with the United States, and it's a far narrower proposal than it first appeared, even as President Trump threatens to deploy a second aircraft carrier strike group if negotiations stall. Later in the show—the United States continues to take aim at Russia's shadow fleet, boarding a sanctioned oil tanker in the Indian Ocean as Washington ramps up enforcement of sanctions. Plus—China issues fresh warnings to Taiwan, reaffirming its support for so-called “reunification forces” and vowing to crack down on what Beijing calls separatists. And in today's Back of the Brief—Washington edges closer to another partial government shutdown as lawmakers remain deadlocked over funding for the Department of Homeland Security. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting https://PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: youtube.com/@presidentsdailybrief Glorify: Feel closer to God this year with Glorify—get full access for just $29.99 when you download the app now at https://glorify-app.com/PDB  American Financing: Call American Financing today to find out how customers are saving an avg of $800/mo. NMLS 182334, https://nmlsconsumeraccess.org APR for rates in the 5s start at 6.196% for well qualified borrowers. Call 866-885-1881 for details about credit costs and terms. Visit http://www.AmericanFinancing.net/PDB BRUNT Workwear: Get $10 Off at BRUNT with code PDB at https://www.bruntworkwear.com/PDB#Bruntpod Learn more about your ad choices. Visit megaphone.fm/adchoices