Ridealong has curated the best and most interesting podcasts and clips about Oil Prices.
Top Podcast Clips About Oil Prices
“… too, and they own assets. But yes, U.S. companies, their shareholders, their workers, oil-producing states, of course, they all benefit from high prices. I want to hold for a minute on the price here, because there is a disconnect between the price and the conversation I'm seeing among energy and military analysts that I don't entirely understand. As you mentioned the price of barrel of oil or at least in the measure we tend to use is a bit over 100 at the moment we speaking But if you just looked at the chart and you had no narrative you would not predict the conversation we are currently …”“… gas station, you're paying a lot of money, whereas there are people who either own or are invested in U.S. energy companies who are making a lot of money. Well, U.S. producers are making a lot of money, and we should remember some of those are global too, and they own assets. But yes, U.S. companies, their shareholders, their workers, oil-producing states, of course, they all benefit from high prices. I want to hold for a minute on the price here, because there is a disconnect between the price and the conversation I'm seeing among energy and military analysts that I don't entirely understand. As you mentioned the price of barrel of oil or at least in the measure we tend to use is a bit over 100 at the moment we speaking But if you just looked at the chart and you had no narrative you would not predict the conversation we are currently having which is a once geopolitical crisis that has created the nightmare scenario for global energy supply which is the closing of the most important choke point for global energy supply I have people like you saying the scale of the current shock is extraordinary. Something seems off here. Either it seems the market is not correctly pricing in the …”View more
Ridealong summary
The conflict with Iran is causing a global oil crisis due to the disruption of energy markets, and the US appears unprepared for the long-term implications.
The conflict with Iran is causing global energy chaos, and the U.S. was unprepared for the severe impact on oil markets.
The global energy market is highly vulnerable to Iran's actions, and the US military response may not have been adequately planned, risking severe economic repercussions.
The US-Iran conflict is causing global energy chaos, with Iran's actions severely impacting oil markets and exposing the US's lack of preparedness.
The Ezra Klein Show·How Bad Could the Iran Oil Crisis Get?·Mar 24, 2026
“… were telling me right before the show that you are now retiring because you got an impromptu phone call and bet hundreds of millions of dollars on oil prices going down. Congratulations. It was a good bet. It just wasn't timed right. I thought you got it in on time. I thought you got it in like five minutes early. I did not. How is there not a massive investigation into that right away? Didn't someone make like $1.8 billion in like five minutes? Yeah. There's a lot of those, like trades like that that should be investigated that kind of never are. How about, what's his name, Lutnik? Yeah. How about …”“So Dave, you were telling me right before the show that you are now retiring because you got an impromptu phone call and bet hundreds of millions of dollars on oil prices going down. Congratulations. It was a good bet. It just wasn't timed right. I thought you got it in on time. I thought you got it in like five minutes early. I did not. How is there not a massive investigation into that right away? Didn't someone make like $1.8 billion in like five minutes? Yeah. There's a lot of those, like trades like that that should be investigated that kind of never are. How about, what's his name, Lutnik? Yeah. How about that one? The tariffs one? Working for the administration and also standing to gain huge if people can sue over the tariffs, right? Well, explain the whole thing. Do you know the actual details of it? No, I don't really know the details. Essentially, he was telling everybody that, you know, don't sweat it. The tariffs are golden. We're getting them …”View more
Ridealong summary
In this hilarious segment, Dave shares his outrageous story of betting hundreds of millions on oil prices, only to realize he missed the deadline. The conversation spirals into a comedic exploration of shady financial dealings, including a morally outraged character who once met Jeffrey Epstein, creating a perfect mix of absurdity and intrigue.
The Joe Rogan Experience·#2474 - Dave Smith·Mar 26, 2026
“… was, look, why are you cheering that the market should go down or that oil price should go up? That's bad. It's good that they're not going up, the oil prices. Here's my concern. At first, I didn't say anything because I think, yeah, I don't want Americans to suffer, and I want to give the United States should win, right? Whether you like the war or you don't like the war, America should always win. But here's the problem. When you don't read the signs, especially in physical markets like oil gas gasoline diesel etc and you cheerlead because you want the party to keep going at some point the physical …”“And look, somebody would say to me, you can say to me, I was, look, why are you cheering that the market should go down or that oil price should go up? That's bad. It's good that they're not going up, the oil prices. Here's my concern. At first, I didn't say anything because I think, yeah, I don't want Americans to suffer, and I want to give the United States should win, right? Whether you like the war or you don't like the war, America should always win. But here's the problem. When you don't read the signs, especially in physical markets like oil gas gasoline diesel etc and you cheerlead because you want the party to keep going at some point the physical reality and the wishful thinking clash and then you when they clash you get a crash because now oh shit i'm behind now i got a short i got to get out of my long positions i got to crash everything. That's what happens in markets. That's why they crash. If people read the signs before crashes, we won't have crashes. We'd have declines. So I'd …”View more
Ridealong summary
The market's optimism about oil prices could lead to a catastrophic crash, according to former White House advisor Amos Hochstein. He explains that wishful thinking and ignoring physical market signs can create a dangerous cycle where policymakers make decisions based on unrealistic expectations, ultimately risking economic stability. Hochstein emphasizes the need for accurate market readings to prevent crises and guide effective geopolitical strategies.
The Rundown·Is the Market Misreading the Biggest Energy Shock In Modern History? (Ft. Amos Hochstein)·Mar 29, 2026
“… container ships are currently stuck inside the straits. So it's kind of a rounding error. It's not a big deal for container shipping. Now, fuel prices have gone up 87%. percent for ocean uh bunker fuel the fuel that powers the ship so that's you know there's definitely it's an energy story is what i would say rather than a container shipping story ultimately that energy story is going to affect people like you right i mean if it's more expensive to get the fuel to put the fuel in the ship or to put the fuel in the aircraft to go somewhere is that not also an issue on your end or is it less of …”“… for the world's agricultural supply chains. But the Persian Gulf from a container shipping standpoint is a cul-de-sac. You don't need to go in there unless you're delivering to there. And there's only the stat that we're looking at is 0.6% of the world's container ships are currently stuck inside the straits. So it's kind of a rounding error. It's not a big deal for container shipping. Now, fuel prices have gone up 87%. percent for ocean uh bunker fuel the fuel that powers the ship so that's you know there's definitely it's an energy story is what i would say rather than a container shipping story ultimately that energy story is going to affect people like you right i mean if it's more expensive to get the fuel to put the fuel in the ship or to put the fuel in the aircraft to go somewhere is that not also an issue on your end or is it less of an issue yeah it is it is as i said the prices have gone up about 50%. And the United Airlines CEO said earlier this week or end of last week, he said that this is their model was they're modeling this, the jet fuel price increases is going to cost them $11 billion. And he said that in their best year ever at United, they made 5 billion in profit, …”View more
Ridealong summary
The oil crisis could lead to unprecedented supply chain disruptions, impacting everything from food production to consumer goods. With rising fuel prices and refinery shutdowns, consumers may soon face significant price increases and shortages. This situation highlights the fragility of our interconnected global economy and the reliance on stable energy supplies.
Prof G Markets·Is the Oil Crisis About to Break Global Supply Chains?·Mar 25, 2026
Ridealong summary
The U.S. is on the brink of a significant economic crisis due to rising oil prices and the impact of health insurance changes. As gas prices surge and many drop their health coverage after subsidy expirations, consumers may soon face a painful financial squeeze. This situation could lead to a broader fallout affecting both personal finances and the economy at large.
“… picture? I think it's wise to take a clean slate. And that's what I've done over the past couple of weeks. You have to take price as truth. And if prices are moving that don't agree with your narrative, don't agree with your bias, then you have to take a second look. and with the volatility we've seen over the past couple weeks, both in stocks and bonds, so the VIX and the move index, things I watch very closely, they are telling me that you can't just assume we're in a strong economic growth, oil will stay fair, rates will stay fair, and stocks and risk will do well. You have to throw …”“… nuanced about your takes. You think that strong economic growth is likely. You think sort of tamed inflation has been likely going forward. And then war with Iran. Does that flip everything on its head now? Do we have to reassess the entire macro picture? I think it's wise to take a clean slate. And that's what I've done over the past couple of weeks. You have to take price as truth. And if prices are moving that don't agree with your narrative, don't agree with your bias, then you have to take a second look. and with the volatility we've seen over the past couple weeks, both in stocks and bonds, so the VIX and the move index, things I watch very closely, they are telling me that you can't just assume we're in a strong economic growth, oil will stay fair, rates will stay fair, and stocks and risk will do well. You have to throw everything out and start over. So So stocks are looking weak in terms of a multi-year trend line that I'm watching. That's another thing that, okay, stocks have now broken down. Volatility is very elevated. So don just assume everything is going to be good And that what I basically done over the past week or so Clean slate I not changing my every bias …”View more
Ridealong summary
Oil prices hitting $100 could signal a looming global recession. As volatility shakes the markets, experts stress that rising oil prices are influencing stock performance negatively, indicating a potential economic downturn. The current macro landscape demands a reassessment of prior economic assumptions.
What Bitcoin Did·This Is The Macro Reset | Nik Bhatia·Mar 18, 2026
“… car loan rate and the valuation of every gross stock in your portfolio. And the third thing to think about is the second order effects. Higher gas prices are a direct tax on consumer. Every dollar spent at the pump is not a dollar spent at a restaurant, a retail store or on a subscription service. So if you own companies that depend on discretionary consumer spending, understand that the math just changed. This isn't theoretical. It's already happening right in front of our eyes. The question is, how long will it last? I mean, you hit the nail on the head. It reminds me, just kind of pull up …”“… Fed is already now casting March CPI at 2.87%. CNBC's analysts estimate that if the conflict drags through year-end, CPI could reach 3.5% by December and that directly impacts the Fed's ability to cut rates which impacts your mortgage rate, your car loan rate and the valuation of every gross stock in your portfolio. And the third thing to think about is the second order effects. Higher gas prices are a direct tax on consumer. Every dollar spent at the pump is not a dollar spent at a restaurant, a retail store or on a subscription service. So if you own companies that depend on discretionary consumer spending, understand that the math just changed. This isn't theoretical. It's already happening right in front of our eyes. The question is, how long will it last? I mean, you hit the nail on the head. It reminds me, just kind of pull up here, the XLY ETF, the State Street Consumer Discretionary Spending ETF. It's down 5.5% year to date, and it's down from its highs 10%. But if we just look at the last month or so, right, like you said, Epic Fury started on the 28th.”View more
Ridealong summary
Inflation is set to rise significantly due to geopolitical tensions and oil supply disruptions, impacting consumer spending and tech stock valuations negatively.
Rich Habits Podcast·Private Credit Crisis, IEA Unleashing 400M Barrels of Oil, & 25% Chance of a Recession·Mar 13, 2026
“… are unable to get them because other nations need them for themselves and are now suddenly unwilling to sell or willing to sell but at such elevated prices that it's unaffordable you're already seeing egypt start rationing power in cairo and other places So this is already a serious crisis. It's much worse than anybody really understands at this point. And because of the way these things are going to play out and how, like I said, there's a fog of wars, it's difficult to get like solid information on some of these things. And it's changing so fast that nobody's really quite sure what this looks …”“… know start resource hoarding to make sure that they have enough that also changes the outcome and we could have situations where you know other like third world nations are just nations that don't naturally produce some of these things themselves are unable to get them because other nations need them for themselves and are now suddenly unwilling to sell or willing to sell but at such elevated prices that it's unaffordable you're already seeing egypt start rationing power in cairo and other places So this is already a serious crisis. It's much worse than anybody really understands at this point. And because of the way these things are going to play out and how, like I said, there's a fog of wars, it's difficult to get like solid information on some of these things. And it's changing so fast that nobody's really quite sure what this looks like.”View more
Ridealong summary
The closure of the Strait of Hormuz could be likened to the global economy suffering a stroke, halting the flow of essential commodities. With 20% of the world's oil and liquid natural gas passing through this vital artery, the impact on global supply chains, especially fertilizers, is dire. The potential for food shortages and resource hoarding could lead to a severe crisis that many are not yet prepared for.
The Milk Road Show·Why This “Boring” Crypto Market Is a Generational Trap w/ John Gillen·Mar 30, 2026
“And a more stable Middle East, a neutral, not necessarily a pro-West Iran, but a more stable one, vastly more production, lower oil prices, biggest tax cut or increase is pretty much around the price of oil. essentially a moderate alliance, peace in the Middle East, where everyone, you know, I always thought that once October 7th has calmed down, you might see a normalization of relationships between the two biggest economies, Saudi Arabia and Israel. Iran, no longer the largest state sponsor of terror. I saw a lot of upside here. It sounds to me like if you were, and you may be, …”“And a more stable Middle East, a neutral, not necessarily a pro-West Iran, but a more stable one, vastly more production, lower oil prices, biggest tax cut or increase is pretty much around the price of oil. essentially a moderate alliance, peace in the Middle East, where everyone, you know, I always thought that once October 7th has calmed down, you might see a normalization of relationships between the two biggest economies, Saudi Arabia and Israel. Iran, no longer the largest state sponsor of terror. I saw a lot of upside here. It sounds to me like if you were, and you may be, I know you advise corporations on geopolitical concerns, but if you're advising the U.S. government, it sounds to me like your basic advice would be, end this thing as quickly as possible. Am I putting words in your mouth? God, I would love to say that it was that simple. We've crossed the line now. Iran has to change their strategic policy based …”View more
Ridealong summary
The conflict with Iran could soon lead to the loss of the Persian Gulf as a major hydrocarbon source, severely impacting global energy supplies and economic stability.
The conflict involving Iran has led to a riskier geopolitical stage, impacting oil prices and global markets, but the immediate market reactions may be exaggerated.
Iran's strategic shift towards nuclear capabilities is a response to U.S. pressure, while oil market reactions are overblown and not reflective of actual infrastructure damage.
Iran's military strategy and missile capabilities could imminently disrupt global oil supplies, leading to a severe energy crisis far worse than a recession.
The conflict with Iran has escalated to a point where the U.S. must consider Iran's potential nuclear capabilities, while the economic impact is significant but not as catastrophic as initially feared.
The escalation in the Middle East has led to a precarious situation where Iran may pursue nuclear capabilities, while the global oil market reacts with volatility, impacting Asian economies significantly.
The Prof G Pod with Scott Galloway·Peter Zeihan on How the War With Iran Could Reshape the Global Economy·Mar 12, 2026
Ridealong summary
The closure of the Strait of Hormuz by Iran marks the largest disruption to global energy supply since the 1970s oil crisis, with oil prices surging above $100 a barrel.
The Strait of Hormuz conflict represents the largest disruption to global energy supply since the 1970s oil crisis, with oil prices surging above $100 a barrel.
The Strait of Hormuz has become a combat zone, leading to the largest disruption in global energy supply since the 1970s oil crisis.
The Strait of Hormuz has become a combat zone, causing the largest disruption to global energy supply since the 1970s oil crisis.
The Strait of Hormuz crisis is the largest disruption to global energy supply since the 1970s oil crisis, with Iran's actions escalating tensions and impacting oil prices significantly.
The Strait of Hormuz becoming a combat zone represents the largest disruption to global energy supply since the 1970s oil crisis.
The conflict in the Strait of Hormuz represents the largest disruption to global energy supply since the 1970s oil crisis, with significant implications for global oil prices and economic stability.
The conflict in the Strait of Hormuz has created the largest disruption to global energy supply since the 1970s oil crisis, with oil prices surging above $100 a barrel.
The Strait of Hormuz has become a combat zone, causing the largest disruption to global energy supply since the 1970s oil crisis.
The blockade of the Strait of Hormuz by Iran has created the largest disruption to global energy supply since the 1970s oil crisis, severely impacting global supply chains.
The Strait of Hormuz has become a combat zone, causing the largest disruption to global energy supply since the 1970s oil crisis.
The Strait of Hormuz has become a combat zone, causing the largest disruption to global energy supply since the 1970s oil crisis.
The blockade of the Strait of Hormuz by Iran, in response to U.S. actions, is causing the largest disruption to global energy supply since the 1970s oil crisis.
Rich Habits Podcast·More Meta & Microsoft Layoffs, $166B in Tariff Refunds, & Kevin Warsh·Apr 24, 2026
“… for hundreds of millions halfway across Earth and threatens to become much worse before it gets better. Yes, oil is being disrupted, causing gas prices to skyrocket, but also impacted our key raw materials like sulfur, helium and petrochemicals. And so a swath of industries are at risk of becoming collateral damage from farming to chip making to pharmaceuticals to aviation. On Friday, United Airlines delivered the oh snap moment that brought to mind March 2020. In a memo to employees, CEO Scott Kirby said that the airline is cutting five percentage points off this year's capacity in response …”“… experts say markets and politicians are vastly underestimating. The closure of the Strait of Hormuz, the most important shipping choke point in the world, combined with heavy damage to energy infrastructure in the Middle East, has upended daily life for hundreds of millions halfway across Earth and threatens to become much worse before it gets better. Yes, oil is being disrupted, causing gas prices to skyrocket, but also impacted our key raw materials like sulfur, helium and petrochemicals. And so a swath of industries are at risk of becoming collateral damage from farming to chip making to pharmaceuticals to aviation. On Friday, United Airlines delivered the oh snap moment that brought to mind March 2020. In a memo to employees, CEO Scott Kirby said that the airline is cutting five percentage points off this year's capacity in response to a surge in jet fuel prices, which have more than doubled since the war began. Kirby said United is preparing for a scenario in which oil rises up to $175 a barrel and stays above 100 through the end of 2027. Should that happen, United's annual fuel bill would come to billion which is more than double United profits in its best year ever But these …”View more
Ridealong summary
The conflict in Iran is spiraling into a global economic crisis that markets and politicians are vastly underestimating, with potential long-term impacts on energy and various industries.
The war in Iran is spiraling into a global economic crisis that markets and politicians are vastly underestimating.
The conflict with Iran is spiraling into a global economic crisis that markets and politicians are vastly underestimating.
The conflict in Iran is spiraling into a global economic crisis, with markets and politicians vastly underestimating the potential impact.
The conflict in Iran is spiraling into a global economic crisis that markets and politicians are vastly underestimating, with long-term disruptions to oil and other key raw materials.
Morning Brew Daily·Travelers Face Hours-Long TSA Delays & BTS Makes a Comeback·Mar 23, 2026
“… I think CNBC is saying it's a kangaroo market, so they're on board with the meme. Let's talk about the three things we're looking at. Number one is oil prices. Number two is the job numbers on the week. And the third is some tremors in private credit. So maybe let's start with oil. This, of course, is going on because of the war in Iran. We've seen some kangarooing on the oil price. What are we looking at? Yeah, definitely kangarooing up, however, I think there is a large story being told in the price chart of oil. To me, the way I interpret this is the higher the price of oil, the more pressure is …”“… will be familiar with the crab market. The crab market goes sideways. Kangaroo market also goes sideways, but first it goes up and then it goes down and then it goes up and then it goes down, but it ends up sideways no matter what. This is actually, I think CNBC is saying it's a kangaroo market, so they're on board with the meme. Let's talk about the three things we're looking at. Number one is oil prices. Number two is the job numbers on the week. And the third is some tremors in private credit. So maybe let's start with oil. This, of course, is going on because of the war in Iran. We've seen some kangarooing on the oil price. What are we looking at? Yeah, definitely kangarooing up, however, I think there is a large story being told in the price chart of oil. To me, the way I interpret this is the higher the price of oil, the more pressure is on Donald Trump and the United States to end this conflict, this war in Iran. because war increases inflation that hurts people domestically. It makes people upset with the United States. When the oil price is lower, it gives Donald Trump and the U.S. military a longer leash to continue doing whatever they doing in Iraq The public also sees it at …”View more
Ridealong summary
The higher oil prices put pressure on Donald Trump and the United States to end the conflict in Iran, as war-driven inflation harms domestic sentiment and global stability.
The higher oil prices due to Trump's actions in Iran increase domestic inflation and public dissatisfaction, pressuring the U.S. to end the conflict.
The higher oil prices due to U.S.-Iran tensions are putting pressure on Donald Trump to end the conflict as it leads to domestic inflation and public dissatisfaction.
The volatility in oil prices due to the Iran conflict is creating a 'kangaroo market,' where prices fluctuate wildly but ultimately remain sideways, impacting global stock markets and political pressures.
Bankless·ROLLUP: Chaotic Era | Oil, Jobs, Credit | Nasdaq x Kraken | BlackRock Staked ETH | Roman Storm Retrial·Mar 13, 2026
“Obviously, the war with Iran continues, and there's a lot of stuff going on. It's not slowing down. Gas prices right now, just so you know, when we were talking about where oil prices were going to be, as of right now, for the last five days, gas prices, oil prices, crude oil is up 45%. For the month, it's up 60% is what's going on. So if you go to the gas station, you have felt the difference, and it looks like there's some stuff that's going on in the Strait of Hormuz, and things are not slowing down. There are drone strikes, strike torches, oil …”“Obviously, the war with Iran continues, and there's a lot of stuff going on. It's not slowing down. Gas prices right now, just so you know, when we were talking about where oil prices were going to be, as of right now, for the last five days, gas prices, oil prices, crude oil is up 45%. For the month, it's up 60% is what's going on. So if you go to the gas station, you have felt the difference, and it looks like there's some stuff that's going on in the Strait of Hormuz, and things are not slowing down. There are drone strikes, strike torches, oil tanker in the Strait of Hormuz as Iran blockade halts global shipping. Then you're seeing these clips. If you guys saw these clips with the rain coming, it's almost like an acid rain, chemicals. And this one reporter has shown, look what it's on the car. And you see the black cloud of acid rain. If you've seen the movie, the series by HBO Chernobyl …”View more
Ridealong summary
The escalating conflict in the Strait of Hormuz, including potential attacks on key infrastructure, could severely disrupt global oil supplies and drive prices even higher.
PBD Podcast·Mojtaba Khamenei: Iran's NEW Supreme Leader + NYC Terror Attack | PBD #755·Mar 09, 2026
Ridealong summary
In this segment, a politician hilariously argues that Canada's oil extraction is so stealthy, even the bears are oblivious to it! His passionate defense of the oil industry, combined with a comical comparison to California's housing issues, makes for an entertaining discussion about bureaucracy and the environment.
The Joe Rogan Experience·#2470 - Pierre Poilievre·Mar 19, 2026
Ridealong summary
Iran's aggressive military actions have surpassed Israel's historical conflicts, indicating Iran's desperation and isolation as no allies come to its defense.
The ongoing oil supply crisis is wreaking havoc in South Asia, leading to severe economic repercussions. Countries like Sri Lanka and Thailand are grappling with fuel shortages, causing businesses to close and leaving hundreds of thousands without jobs. This crisis is a direct result of geopolitical tensions and highlights the fragility of economies that rely heavily on oil and natural gas.
Behind the Bastards·It Could Happen Here Weekly 225·Mar 28, 2026
“… let's go there for just a second. and briefly, the difference between a spot price, which is what people are paying to get it now, and these future prices, what usually gets quoted, that's actually affecting the market right now, that difference, isn't it? Absolutely. I mean, yesterday we saw the highest price ever paid in the North Sea. It's $142 a barrel. Wait, sorry, sorry. Say that again, $142 a barrel? Yeah, $142 a barrel. The actual physical prices for spot, you know, they call them wet barrels. And those prices are much, much higher than the futures numbers you see. Gotcha. Okay. So on the …”“… difference of tens of dollars a barrel in the price. But right now, the thing to remember about crude is everybody needs it now and they're going to pay 10, 20, 30 dollars more for it now than what sometimes the futures market might indicate. So let's go there for just a second. and briefly, the difference between a spot price, which is what people are paying to get it now, and these future prices, what usually gets quoted, that's actually affecting the market right now, that difference, isn't it? Absolutely. I mean, yesterday we saw the highest price ever paid in the North Sea. It's $142 a barrel. Wait, sorry, sorry. Say that again, $142 a barrel? Yeah, $142 a barrel. The actual physical prices for spot, you know, they call them wet barrels. And those prices are much, much higher than the futures numbers you see. Gotcha. Okay. So on the futures numbers, usually what happens is there's a spread between West Texas on the low end and Brent on the high end. Why do they trade futures specifically differently that way? Well, it has vagaries in the way that it's delivered. And in WTI, they have to make it available in Oklahoma around the 20th of the month. For North Sea crude, it trades …”View more
Ridealong summary
Experts predict crude oil prices could skyrocket to $240 a barrel, potentially triggering a global recession. Currently, Brent North Sea crude is trading at over $109, while West Texas Intermediate is at $111, defying usual market trends. The unprecedented loss of physical barrels is making accurate price predictions increasingly difficult.
“… per day of crude oil and oil products typically transit the Strait. The loss of these flows have tightened markets significantly, pushing crude oil prices well above $100 per barrel and driving even sharper increases in refined products such as diesel, jet fuel, and liquidified petroleum gas. So they came out with a list of 10 measures that they believe should and need to be implemented quickly by governments, businesses, and households.”“… The conflict has triggered the largest supply disruption in the history of the global oil market, with shipping through the Strait of Formos, which normally carries around 20% of global oil consumption, reduced to a trickle. Around 20 million barrels per day of crude oil and oil products typically transit the Strait. The loss of these flows have tightened markets significantly, pushing crude oil prices well above $100 per barrel and driving even sharper increases in refined products such as diesel, jet fuel, and liquidified petroleum gas. So they came out with a list of 10 measures that they believe should and need to be implemented quickly by governments, businesses, and households.”View more
Ridealong summary
The ongoing conflict in the Middle East has triggered the largest oil supply disruption in history, pushing prices above $100 per barrel. With shipping through the Strait of Hormuz severely affected, the International Energy Agency has proposed urgent measures for governments and businesses to mitigate the economic fallout for consumers. This situation highlights the critical role oil plays in the global economy and the potential for escalating tensions to further impact supply chains.
REAL AF with Andy Frisella·1013. Andy & DJ CTI: Cryptic White House Post on X Gets Deleted, Druski Sparks Outrage After Dressing As Erika Kirk In Latest Viral Skit & Homeowner Goes Viral for Calling ICE on Roofing Crew·Mar 27, 2026
“… threat to global growth. We are in a relatively good position because we're a net oil exporter. But Europe, for example, not only is getting hit by oil prices, but also a big spike in natural gas prices. So that's really bad news for others. Robin Brooks, senior fellow at the Brookings Institution. Thanks, Robin. It's always good to pick your brain. Great to chat with you, Kai. Traders today, as I said, what? Me worry? We'll have the details when we do the numbers. Thank you Listeners of a certain age might remember the last big oil shock in this country the embargoes of the 1970s And listeners a …”“Definitely the threat to global growth. We are in a relatively good position because we're a net oil exporter. But Europe, for example, not only is getting hit by oil prices, but also a big spike in natural gas prices. So that's really bad news for others. Robin Brooks, senior fellow at the Brookings Institution. Thanks, Robin. It's always good to pick your brain. Great to chat with you, Kai. Traders today, as I said, what? Me worry? We'll have the details when we do the numbers. Thank you Listeners of a certain age might remember the last big oil shock in this country the embargoes of the 1970s And listeners a good deal younger are going to remember the last global energy shock when Russia invaded Ukraine. Well, today, the head of the International Energy Agency said that already just 24 days into this war, the impact is worse than those two historical references. Marketplace's Samantha Fields explains what that might mean. If you were old enough to drive …”View more
Ridealong summary
The current energy crisis caused by the Iran conflict is more severe than past oil shocks, with potential long-lasting economic damage.
Marketplace·A shock to the oil system·Mar 23, 2026
Ridealong summary
The oil market is on the brink of a crisis, with prices potentially soaring to $150 a barrel, leading to catastrophic consequences for the global economy. Analysts warn that current geopolitical tensions and production shortfalls could trigger a severe shortage, affecting economies worldwide. Without a peaceful resolution, this situation could escalate into a long-lasting problem that no temporary measures can fix.
The Milk Road Show·The ONLY 2 Catalysts That Matter for Bitcoin Right Now w/ John Gillen·Apr 06, 2026
“… Honestly, though, the fact that stocks ended roughly flat, given everything that happened, is kind of impressive. The main story continues to be oil prices, which had another absolutely wild day of trading. Mid-afternoon on Tuesday, Energy Secretary Chris Wright posted on X that the U.S. Navy had successfully escorted an oil tanker through the Strait of Hormuz. And when that tweet hit the timeline, oil prices immediately plunged to as low as $77 a barrel, and the stock market rallied. Then a few minutes later, that post was deleted. Turns out it was incorrect information. The White House later …”“Well, we had another up and down day of trading on Tuesday. Markets were whipsawing from green to red throughout the day. And by the close, the S&P was down 0.2%, while the NASDAQ was basically flat. Honestly, though, the fact that stocks ended roughly flat, given everything that happened, is kind of impressive. The main story continues to be oil prices, which had another absolutely wild day of trading. Mid-afternoon on Tuesday, Energy Secretary Chris Wright posted on X that the U.S. Navy had successfully escorted an oil tanker through the Strait of Hormuz. And when that tweet hit the timeline, oil prices immediately plunged to as low as $77 a barrel, and the stock market rallied. Then a few minutes later, that post was deleted. Turns out it was incorrect information. The White House later clarified that the U.S. Navy is not currently escorting commercial tankers through the Strait of Hormuz. So that caused oil prices to jump right back up, and they're currently trading around $85 a barrel. So yeah, that was pretty weird and wild, and it's another example of how reactionary and headline-driven the market is right now. As of right now, …”View more
Ridealong summary
The market is reactionary and headline-driven, with oil prices fluctuating wildly due to misinformation and ongoing tensions in the Strait of Hormuz.
The Rundown·Oracle Soars on AI Earnings Beat, Nvidia Invests $2B Into Nebius·Mar 11, 2026
“… Well, I think, first of all, Trump let India buy Iranian oil, and I think now they are lifting the sanctions on Russia selling its oil because the oil prices spiked as much as they did. Right. Here it goes. U.S. eases limits on Russian energy as oil prices soar. Right. Dum-dum-dum-dum-dum-dum-dum-dum-dum. Yeah. What? Well, you've got the Pink Floyd, too. But you can see it like the oil prices spiked for water one day two days. Yeah, and everyone went full panic. Yeah straight away But the thing is if that does if that carries on for two months the impact of that on domestic politics”“… another they contradict each other at certain points is that a tactic in order to befuddle the opponent maybe who knows or is it the fact that they don't actually have a grand vision was there some sort of a concession today on Russian oil? Yeah. Well, I think, first of all, Trump let India buy Iranian oil, and I think now they are lifting the sanctions on Russia selling its oil because the oil prices spiked as much as they did. Right. Here it goes. U.S. eases limits on Russian energy as oil prices soar. Right. Dum-dum-dum-dum-dum-dum-dum-dum-dum. Yeah. What? Well, you've got the Pink Floyd, too. But you can see it like the oil prices spiked for water one day two days. Yeah, and everyone went full panic. Yeah straight away But the thing is if that does if that carries on for two months the impact of that on domestic politics”View more
Ridealong summary
In a wild twist, the podcast dives into the geopolitical chaos surrounding oil prices and regime changes, comparing the return of Iran's Shah to Daenerys Targaryen's dragon-filled comeback. The absurdity peaks when they ponder if a former ruler can regain power without any real support—just like a baby trying to reclaim a throne with no dragons.
The Joe Rogan Experience·#2466 - Francis Foster & Konstantin Kisin·Mar 11, 2026
Ridealong summary
Recent attacks on tankers in the Gulf are pushing oil prices towards $150 a barrel, with markets already feeling the pressure. Energy Secretary Wright remains hopeful for a resolution, but Goldman Sachs warns of further economic fallout as banks in the Gulf evacuate. This escalating tension could impact inflation and various markets, including stocks and crypto, in the coming weeks.
The Paul Barron Crypto Show·Ceasefire Countdown?🔥Crypto Market Update·Mar 12, 2026
“… Yeah, because they're basically moving a little bit going through the straight. Mm-hmm and then turning back on I wrote about what oil What what oil prices mean for the AI build out and data centers? It's just sort of interesting to dig into the deeper supply chain of artificial intelligence But there are some posts that we should go through around the oil story So crude oil is five standard deviations above its 50-day moving average. Statistically speaking, this occurs every 9,500 years. So the last time would have been about 6,000 years before Moses parted the Red Sea. Imagine what that did to …”“… And I don't know if you've seen some of the maps that show the Strait where it looks like nothing is actually moving through. Yeah, I think in actuality a number of the ships are actually turning off their transponders. Oh, you can't see the movement Yeah, because they're basically moving a little bit going through the straight. Mm-hmm and then turning back on I wrote about what oil What what oil prices mean for the AI build out and data centers? It's just sort of interesting to dig into the deeper supply chain of artificial intelligence But there are some posts that we should go through around the oil story So crude oil is five standard deviations above its 50-day moving average. Statistically speaking, this occurs every 9,500 years. So the last time would have been about 6,000 years before Moses parted the Red Sea. Imagine what that did to shipping in the area. Fanciful. Pull up this clip from Landman. I haven't seen Landman. Have you watched it? Is it good? Let's, uh... You want oil to live above 60 but below 90. And don't get me wrong, we're still printing money at 90, but gas gets up over 350 a gallon, it starts to pinch. It hits 100, every product in America has to readjust its …”View more
Ridealong summary
In a dramatic twist during the escalating oil crisis, at least 10 ships in the Gulf are changing their transponder signals to declare themselves as Chinese vessels to avoid attacks. This risky maneuver comes as tensions rise in the Strait of Hormuz, where shipping routes are under threat, and highlights the precarious nature of maritime operations in a volatile geopolitical landscape. With oil prices soaring and the value of trapped vessels hitting $25 billion, the stakes have never been higher.
The ongoing war has triggered unprecedented economic shifts, with oil prices soaring and Asia facing rationing reminiscent of the 1970s. Despite a 20% decrease in oil rates, markets remain surprisingly flat, suggesting deeper issues at play in the global economy. The war's fallout is shaping up to be the most significant economic story since COVID, affecting everything from real estate in Dubai to commodity flows worldwide.
TBPN·Jassy's Shareholder Letter, The Next AI Capability, 𝕏 Timeline Reactions | Saagar Enjeti, Joe Weisenthal, Kesava Kirupa Dinakaran, Brian Manning, Cobi Blumenfeld-Gantz, Changpeng Zhao, Tal Hoffman·Apr 09, 2026
“… not, that's actually the market showing restraint. Now that we see that this may be a prolonged conflict, I would bet that it's more likely that the prices will climb faster than they have over the past month. Markets are finally truly pricing in the war because even if it ends tomorrow. It would take months for the price to come back to kind of that February baseline if it ever does. There's a saying in the oil industry, prices go up like a rocket and come down like a feather, especially in this case because of damage to oil and gas infrastructure around the Persian Gulf. That's the sort of thing …”“… almost $105 a barrel. Marketplace's Kristen Schwab gets us going with the oil market yet to come. It took a month for oil to go from $60-something a barrel to $100. Hugh Daigle, a professor of petroleum engineering at UT Austin, says, believe it or not, that's actually the market showing restraint. Now that we see that this may be a prolonged conflict, I would bet that it's more likely that the prices will climb faster than they have over the past month. Markets are finally truly pricing in the war because even if it ends tomorrow. It would take months for the price to come back to kind of that February baseline if it ever does. There's a saying in the oil industry, prices go up like a rocket and come down like a feather, especially in this case because of damage to oil and gas infrastructure around the Persian Gulf. That's the sort of thing that is going to make these high prices persist for a long time. $100 a barrel is also a turning point for consumers because it translates to moving from $3-something to $4 for a gallon of gas. Tom Closa is the chief energy advisor at Gulf Oil. You know, in the United States, the great Satan is high gas prices. Kloza says $4 is a big hurdle for …”View more
Ridealong summary
Oil prices have surged past $100 a barrel, pushing gas prices to around $4 per gallon. Experts warn that sustained high prices could lead to demand destruction, where consumers cut back on driving and spending, significantly impacting the economy. This situation is exacerbated by ongoing conflicts affecting oil shipments and infrastructure damage in the Persian Gulf.
If tensions in the Strait of Hormuz escalate, oil prices could soar to $200 a barrel, potentially breaking the U.S. economy. This alarming prediction comes as geopolitical instability and market volatility push investors to the sidelines, with significant implications for everyday life. The pressure on the economy is mounting, and the consequences could be dire for global populations already facing energy shortages.
The Paul Barron Crypto Show·Market Caution!⚠️Crypto Selloff Update📉·Mar 30, 2026
“… found is that it wasn't worth that expense. Plus, Jerry says, the airlines found that they could make money the old-fashioned way by raising prices. The better answer was to, in a fair manner, pass costs on to consumers. And the industry found that they were able to adjust fares to cover you know I not saying 100 percent of a spike in fuel price but a significant increase in fuel And that a much much healthier way for an industry to manage its costs United American and Delta stopped hedging in the 2010s There was an unexpected drop in the price of oil during that period. Airlines that had …”“You're paying a premium for the privilege of locking it in, and it's sort of built into that price, and it's expensive. And what I think the U.S. airlines found is that it wasn't worth that expense. Plus, Jerry says, the airlines found that they could make money the old-fashioned way by raising prices. The better answer was to, in a fair manner, pass costs on to consumers. And the industry found that they were able to adjust fares to cover you know I not saying 100 percent of a spike in fuel price but a significant increase in fuel And that a much much healthier way for an industry to manage its costs United American and Delta stopped hedging in the 2010s There was an unexpected drop in the price of oil during that period. Airlines that had bet on higher prices ended up with heavy losses on their hedges. The president of American Airlines told the Wall Street Journal in 2016 that hedging is a rigged game that enriches Wall Street. Meanwhile, Southwest kept going with hedging because it was under more pressure to keep prices low. That's according to Kerry Tan. He's an economist at …”View more
Ridealong summary
U.S. airlines have completely abandoned fuel hedging, leading to skyrocketing ticket prices. This shift occurred after heavy losses during a brief oil price drop in the 2010s, prompting airlines to pass costs directly to consumers instead. Now, with no major U.S. airline hedging, the industry faces uncertainty as oil prices fluctuate due to global events.
The Indicator from Planet Money·Your next flight doesn't have to be so expensive. Here's why·Mar 25, 2026
Ridealong summary
The real danger of economic instability lies in the hidden financial instruments that can ensnare entire nations, as warned by the IMF before the recent war. Just like the oil shocks of the 1970s disrupted household budgets, millions of families in emerging economies are now facing similar crises, forced to make tough choices about basic needs. While bankers in major cities remain unaffected, the consequences ripple through the lives of countless children studying under harsh conditions.
The Prof G Pod with Scott Galloway·No Mercy / No Malice: Patient(s) Zero·Mar 21, 2026
“… to start going crazy. Which flights? Just airline. Yeah, they're saying summer fair could go up. Airfares could spike more than $100 as jet fuel prices rise over Iran experts. Rob, is this it about? Yes, from CBS News. It's three minutes, Rob. I don't want to go three minutes. She gets to it right in the beginning. Okay, go for it. The war in Iran has caused oil and gas prices to spike, and it's not just affecting cars on the road. A recent analysis by Deutsche Bank shows those rising oil prices are also leading to airlines hiking their ticket prices. The analysis also warns airlines may start …”“We'll see what's going to happen with that. It's up. It's almost $4 for regular, regular. I'm just saying airline flights are about to start going crazy. Which flights? Just airline. Yeah, they're saying summer fair could go up. Airfares could spike more than $100 as jet fuel prices rise over Iran experts. Rob, is this it about? Yes, from CBS News. It's three minutes, Rob. I don't want to go three minutes. She gets to it right in the beginning. Okay, go for it. The war in Iran has caused oil and gas prices to spike, and it's not just affecting cars on the road. A recent analysis by Deutsche Bank shows those rising oil prices are also leading to airlines hiking their ticket prices. The analysis also warns airlines may start reducing flights and grounding planes altogether if the cost of jet fuel continues to grow. Rinse knows that greatness takes time, but so does laundry. So Rinse will take your laundry and hand deliver it to your door expertly cleaned. And you can take the time pursuing your passions. Time once spent sorting and waiting, folding and queuing, now …”View more
Ridealong summary
The conflict in Iran is causing significant economic disruptions, particularly in the airline industry, while Joe Kent's resignation adds a layer of political complexity amid allegations of leaking classified information.
Joe Kent, a former counterintelligence chief, is under FBI investigation for allegedly leaking classified information, raising concerns about the security of sensitive data.
PBD Podcast·Trump SLAMS Israel's South Pars Strikes + Iran Executes Wrestler | PBD #763·Mar 20, 2026
“We've been talking a lot about the price of fuel in recent days because it matters to people's personal finances, of course. But gas prices also have a psychological effect. The National Association of Convenience Stores found that 70% of consumers say gas prices affect their view of the economy. In reality, though, the oil market is mostly its own beast, driven by OPEC, inventory, and, as we're seeing now, geopolitical events. So why do so many Americans gauge the health of the economy by the cost of fuel? Marketplace's Kristen Schwab looks at Americans' unique relationship with …”“We've been talking a lot about the price of fuel in recent days because it matters to people's personal finances, of course. But gas prices also have a psychological effect. The National Association of Convenience Stores found that 70% of consumers say gas prices affect their view of the economy. In reality, though, the oil market is mostly its own beast, driven by OPEC, inventory, and, as we're seeing now, geopolitical events. So why do so many Americans gauge the health of the economy by the cost of fuel? Marketplace's Kristen Schwab looks at Americans' unique relationship with gas and the cars it powers. There are few people more sensitive to gas prices in New York City than taxi drivers. Rauf Kadir is fueling up his yellow cab at a BP gas station near LaGuardia Airport before his shift. I feel the gas every day almost. The full was like $35. Now it's $51. Kadir tracks gas prices and says this station usually has the best …”View more
Ridealong summary
Seventy percent of Americans believe gas prices reflect the economy's health, despite them being influenced by external factors like OPEC and geopolitical events. Taxi driver Rauf Kadir illustrates this connection, revealing how rising fuel costs directly impact his income and daily life. This emotional relationship with gas prices highlights a unique aspect of American consumer psychology.
“… Maybe I just won't make one less hire, or it won't expand as much in one capacity, because I have to change around where my costs are. But if oil prices break through that $120 or $40 or $50 threshold, economies around the world might stumble, says John Canavan at Oxford Economics. It'd be more likely to perhaps push the European Union or Japan into a recession. They are more reliant on the oil that is moving through the Strait of Hormuz. Canavan says a recession could happen here too. But even at those prices, the U.S. has advantages. For one, we produce plenty of our own oil. And George Perks …”“… The middle voice was John Canavan at Oxford Economics, and that last voice was Ben Ayers at Nationwide. He says up until that point, consumers would simply face more inflation, so they'd have less money to pay for other things. Same with businesses. Maybe I just won't make one less hire, or it won't expand as much in one capacity, because I have to change around where my costs are. But if oil prices break through that $120 or $40 or $50 threshold, economies around the world might stumble, says John Canavan at Oxford Economics. It'd be more likely to perhaps push the European Union or Japan into a recession. They are more reliant on the oil that is moving through the Strait of Hormuz. Canavan says a recession could happen here too. But even at those prices, the U.S. has advantages. For one, we produce plenty of our own oil. And George Perks at Bespoke Investment Group says the economy up until the war was doing okay. The thing about the U.S. economy is that it's very large and has a lot of momentum, and it's really hard to knock it off the trend that it's on. And so you do need a really big shock. Perks says the price of oil might have to hit $200 a barrel to push the U.S. economy …”View more
Ridealong summary
The U.S. economy is resilient enough that oil prices would need to reach $200 a barrel to trigger a recession, despite current pressures from the Iran conflict.
The U.S. economy is resilient enough that oil prices would need to hit $200 a barrel to trigger a recession, unlike more vulnerable economies like the EU or Japan.
Marketplace·When will oil be too expensive?·Mar 16, 2026
“… So the Treasury Secretary, Scott Besson, is saying this. POTUS is taking decisive steps to promote stability in global markets and working to keep prices low as we address the threat and instability posed by the terrorist Iranian regime. To increase the global reach of existing supply, U.S. Treasury is providing a temporary authorization to permit countries to purchase Russian oil currently stranded at sea. This narrowly tailored short-term measure applies only to oil already in transit and will not provide significant financial benefit to the Russian government. There's two other levers that …”“… at the Strait of Hormuz And officials here have to look elsewhere in the world for some oil and they have found it on some tankers that are full of sanctioned Russian oil It is sanctioned, of course, because Russia will not stop the war in Ukraine. So the Treasury Secretary, Scott Besson, is saying this. POTUS is taking decisive steps to promote stability in global markets and working to keep prices low as we address the threat and instability posed by the terrorist Iranian regime. To increase the global reach of existing supply, U.S. Treasury is providing a temporary authorization to permit countries to purchase Russian oil currently stranded at sea. This narrowly tailored short-term measure applies only to oil already in transit and will not provide significant financial benefit to the Russian government. There's two other levers that they are going to pull. They might waive the Jones Act, which says that only U.S. flagged ships can go from U.S. port to U.S. port. And they do plan to tap the Strategic Petroleum Reserve. Now, while this is happening, a couple things. Oman oil facility on fire after drone strikes. This is it, Rob. I think you got. Right? Is that it? Those are those. …”View more
Ridealong summary
The U.S. is lifting sanctions on Russian oil to stabilize global markets as tensions rise with Iran, which threatens to push oil prices above $200 per barrel. This controversial move is part of a broader strategy involving the use of the Strategic Petroleum Reserve and potential waivers on shipping regulations. As drone strikes escalate in the region, the implications for U.S. foreign policy and energy prices are profound.
“Let's sprint to the finish with some final headlines. Here's some updates on the war in Iran. now entering its 14th day. Oil prices rose 9% to close above $100 a barrel for the first time since 2022, after Iran's new Supreme Leader and President Trump indicated the conflict would not end soon. In his first public statement, Mojtava Khamenei said he intends to keep the Strait of Hormuz closed as, quote, a tool to pressure the enemy. Meanwhile, President Trump downplayed rising oil prices and said defeating Iran was of far greater interest and importance. At the same time, …”“Let's sprint to the finish with some final headlines. Here's some updates on the war in Iran. now entering its 14th day. Oil prices rose 9% to close above $100 a barrel for the first time since 2022, after Iran's new Supreme Leader and President Trump indicated the conflict would not end soon. In his first public statement, Mojtava Khamenei said he intends to keep the Strait of Hormuz closed as, quote, a tool to pressure the enemy. Meanwhile, President Trump downplayed rising oil prices and said defeating Iran was of far greater interest and importance. At the same time, his administration does seem to be making efforts to stave off and energy crisis. The White House is reportedly considering waiving the Jones Act, a much criticized century old maritime rule that requires American ships exclusively to transport goods between U.S. ports. An exemption would allow cheaper foreign tankers to move goods like oil, gas and …”View more
Ridealong summary
The Iran conflict is causing significant economic ripple effects, including potential energy crises and impacts on the housing market, but efforts like waiving the Jones Act may mitigate some issues.
The ongoing conflict in Iran and Trump's strategies are causing a complex interplay between geopolitical tensions and domestic economic measures, with efforts to mitigate an energy crisis having limited immediate impact.
The U.S. administration's efforts to mitigate an energy crisis by potentially waiving the Jones Act show a pragmatic approach amid rising oil prices due to tensions with Iran.
The conflict in Iran is exacerbating economic instability by driving up oil prices, which in turn fuels inflation fears and impacts sectors like housing.
The Trump administration's efforts to mitigate an energy crisis by considering a Jones Act waiver show a pragmatic approach, but the impact on gas prices will be minimal.
Trump's focus on defeating Iran over stabilizing oil prices reflects a prioritization of geopolitical objectives over economic stability.
The U.S. administration's potential waiver of the Jones Act is a strategic move to mitigate energy crisis impacts despite rising oil prices due to Iran's actions.
The US-Iran conflict is causing significant disruptions in oil markets, but efforts like waiving the Jones Act could mitigate energy crisis impacts despite limited immediate effects on gas prices.
The US-Iran conflict is causing oil price spikes and inflation fears, but efforts like waiving the Jones Act aim to mitigate an energy crisis.
The US administration's potential waiver of the Jones Act is a strategic move to mitigate the energy crisis, despite skepticism about its impact on gas prices.
The Iran conflict is causing economic disruptions, but the Trump administration's efforts to mitigate an energy crisis may not significantly lower gas prices.
Morning Brew Daily·Airports Ask for Donations for TSA Agents & Google Maps Gets AI Makeover·Mar 13, 2026
“… a lot worse, that reality has not completely sunk in. So what they say is the biggest oil supply shock in history has reached the one month mark. Prices have surged. Growth forecasts are being cut worldwide. Shortages are emerging across Asia, Thailand to Pakistan. But the energy industry is warning the crisis is only beginning and they float the possibility of oil going to $200 a barrel. So, you know, are you in agreement with this analysis that we have not even grappled yet with the reality of how bad things are currently, let alone how bad things are going to get? I tend to agree with the …”“… on the screen here. So as of this morning, right now in the markets, I think WTI is at about $101. Brent is at what, Sagar, like $115, somewhere around there. But we have this Bloomberg analysis where a lot of analysts are saying this is going to get a lot worse, that reality has not completely sunk in. So what they say is the biggest oil supply shock in history has reached the one month mark. Prices have surged. Growth forecasts are being cut worldwide. Shortages are emerging across Asia, Thailand to Pakistan. But the energy industry is warning the crisis is only beginning and they float the possibility of oil going to $200 a barrel. So, you know, are you in agreement with this analysis that we have not even grappled yet with the reality of how bad things are currently, let alone how bad things are going to get? I tend to agree with the more gloomy analysts out there. The reason being that what's not taken into account is the difference between this crisis and the 1970s oil crisis that followed the Yom Kippur War. In that case, it was a matter of a political decision by the OPEC, the Arab OPEC members to shut off or turn on the tap. Right. That's all that was involved. And once they …”View more
Ridealong summary
The oil supply crisis is escalating, with analysts predicting prices may soar to $200 a barrel. Unlike the 1970s crisis, this situation involves severe damage to oil infrastructure, complicating any potential recovery. As shortages emerge globally, the economic impact is expected to worsen significantly.
Breaking Points with Krystal and Saagar·3/30/26: Oil Crisis Expands, Israel Blocks Palm Sunday, Scientists Go Missing, Larry Wilkerson On Iran War·Mar 30, 2026
“… its lowest level of the year. But nobody cares about the Dow. So once again, the energy sector was the best performing yesterday, and that's because oil prices are climbing again. U.S. crude is now trading above $90 a barrel. And international crude briefly touched $100 this morning. Iran has ramped up attacks on vessels in the Persian Gulf. Multiple ships have been struck in the last few days. So the traffic to the Strait of Hormuz is still effectively closed. And unfortunately, there seems to be zero signs of a de-escalation. Now, as I mentioned yesterday, the IEA, which is the International Energy …”“… quiet day for the stock market, at least on the surface. The S&P closed down less than 0.1% while the Nasdaq was up less than 0.1%. So a relatively flat day for the stock market. The Dow is having a rough stretch right now, though it closed at its lowest level of the year. But nobody cares about the Dow. So once again, the energy sector was the best performing yesterday, and that's because oil prices are climbing again. U.S. crude is now trading above $90 a barrel. And international crude briefly touched $100 this morning. Iran has ramped up attacks on vessels in the Persian Gulf. Multiple ships have been struck in the last few days. So the traffic to the Strait of Hormuz is still effectively closed. And unfortunately, there seems to be zero signs of a de-escalation. Now, as I mentioned yesterday, the IEA, which is the International Energy Agency, just announced the largest emergency oil release in history. The 32 member countries are releasing a total of 400 million barrels from their strategic reserves. Now, for some context, this is more than double the amount released during the Ukraine war in 2022. So this is an unprecedented move. But despite that, the markets didn't seem to …”View more
Ridealong summary
Oil prices are surging due to geopolitical instability in the Middle East, with strategic reserves insufficient to bridge the supply gap caused by the Strait of Hormuz closure.
The unprecedented emergency oil release by the IEA won't close the supply gap caused by the Strait of Hormuz disruptions, keeping markets volatile.
The Rundown·Eli Lilly Sounds Alarm on Copycat GLP-1s, Trouble Brewing in Private Credit·Mar 12, 2026
“$3.50 a gallon. That's up over $0.50 a gallon from where it was a week ago. And if oil prices stay right where they are today, they're somewhere between $85, $90 a barrel, depending on WTI or Brent. If it stays there, then we're going to see prices go to $3.75 here in the next week or so. Obviously, if oil prices go higher than that, then we're looking at $4 and above. But right now, we're at $3.50, headed to $3.75, I think, pretty likely. The one thing I will say that has struck me is how quickly the events in the Middle East and the …”“$3.50 a gallon. That's up over $0.50 a gallon from where it was a week ago. And if oil prices stay right where they are today, they're somewhere between $85, $90 a barrel, depending on WTI or Brent. If it stays there, then we're going to see prices go to $3.75 here in the next week or so. Obviously, if oil prices go higher than that, then we're looking at $4 and above. But right now, we're at $3.50, headed to $3.75, I think, pretty likely. The one thing I will say that has struck me is how quickly the events in the Middle East and the run-up in oil prices have translated through in the form of higher gasoline prices. I mean, there's this old adage, prices rise like a rocket, fall like a feather. But this time, it was a rocket on steroids. I mean, I was very surprised at how quickly it all translated through. And maybe that's because of the nature of why prices are up. It goes to …”View more
Ridealong summary
Gas prices are projected to rise to $3.75 per gallon soon, driven by escalating oil prices amid Middle East conflicts. This surge could cost American consumers an additional $1,000 annually, significantly impacting lower and middle-income households who face tough spending choices. The broader economic implications, including inflation and political fallout, are already becoming a concern.
Prof G Markets·What $4 Gas Would Do to the Economy·Mar 12, 2026
“… if I look back at the last two days, oil's $15 higher than it was last week, but the S&P's higher. So to me, the market actually is handling higher oil prices better. And you know we wrote in our note this morning that we think higher oil prices are actually good for the U stock market How in the world are higher oil prices which then mean even higher gas prices which mean higher jet fuel prices and all sorts of other issues that are related to that input costs on a whole number of other industries, how is that possibly good for the stock market? Yeah, part of it's a relative. One, U.S. is an export …”“Take a look and see what he had to say. But if I look back at the last two days, oil's $15 higher than it was last week, but the S&P's higher. So to me, the market actually is handling higher oil prices better. And you know we wrote in our note this morning that we think higher oil prices are actually good for the U stock market How in the world are higher oil prices which then mean even higher gas prices which mean higher jet fuel prices and all sorts of other issues that are related to that input costs on a whole number of other industries, how is that possibly good for the stock market? Yeah, part of it's a relative. One, U.S. is an export of oil, so we net benefit as an economy from higher oil. The second is other countries are importers, so the U.S. not only looks better, but on a relative growth basis, it should outperform, which means flows back into the U.S. And the third is, as we worry about global growth for all the reasons you describe, when growth is scarce, people buy …”View more
Ridealong summary
Surprisingly, higher oil prices might actually boost the U.S. stock market. As the U.S. exports oil, it benefits economically, while global growth concerns shift investor focus back to U.S. growth stocks, driving market performance. This dynamic is further reflected in the resurgence of Bitcoin as a store of value amidst rising oil prices.
The Paul Barron Crypto Show·April Rally Possible?📈Crypto Market Update·Mar 11, 2026
“OK, so first story to start off with, we have to go to oil. Oil prices decline after hitting nearly $120, as Trump says, U.S. considering taking over straight-up hormones. Rob, I think you got a video on this one. If you want to pull it up, I'll read it, and then we'll get... right into the story. So oil prices fell Monday in extended trading after President Trump said he was considering seizing control straight of Hormuz, the most important choke point in the world for crude market. The crude oil was down 6.19% …”“OK, so first story to start off with, we have to go to oil. Oil prices decline after hitting nearly $120, as Trump says, U.S. considering taking over straight-up hormones. Rob, I think you got a video on this one. If you want to pull it up, I'll read it, and then we'll get... right into the story. So oil prices fell Monday in extended trading after President Trump said he was considering seizing control straight of Hormuz, the most important choke point in the world for crude market. The crude oil was down 6.19% to 85.27. And Trump told CBS News in a phone conversation that ships are moving through straight. The president said he's thinking about taking it over. He also indicated he thought the war would be soon. The moment he said that, people reacted. Rob, is this the clip? This is Fox News. Yes, sir. Do you have the numbers? Can we see what oil prices …”View more
Ridealong summary
Oil prices plummeted after President Trump hinted at seizing control of the Strait of Hormuz, a vital chokepoint for global crude oil. This uncertainty caused prices to drop from nearly $120 to around $85, highlighting how geopolitical tensions can swiftly impact markets. Experts predict that once the situation stabilizes, prices may return to earlier levels, revealing the volatility of oil trading.
PBD Podcast·Oil’s Most VOLATILE Day In History w/ Anthony Scaramucci | PBD #757·Mar 11, 2026
“… the first thing that happened or the most notable thing that happened in government bond markets when the bonds started falling on Iran was that the prices of the bonds fell and the borrowing costs went up and the yields went up. That's very weird because, as you say, Justin, like, you know, when the brown stuff hits the fan, people want to own nice, safe, boring government bonds. And so you would normally see borrowing costs absolutely crater and the price of these bonds go through the roof. That didn't happen. And I think that's a combination of two things. You know, the move in bond yields was …”“… safe because everyone else thinks it's safe. And that social convention is broken down. Is there a way to separate those stories? And what are the markets telling you? Yeah, they are two sides of the same coin, really. I was really surprised when the first thing that happened or the most notable thing that happened in government bond markets when the bonds started falling on Iran was that the prices of the bonds fell and the borrowing costs went up and the yields went up. That's very weird because, as you say, Justin, like, you know, when the brown stuff hits the fan, people want to own nice, safe, boring government bonds. And so you would normally see borrowing costs absolutely crater and the price of these bonds go through the roof. That didn't happen. And I think that's a combination of two things. You know, the move in bond yields was global, so we can't pin it all on the US, although the US does drive global direction here. But it does tell you two things. it tells you that there is less confidence in US Treasuries as a retreat when the going gets tough. But also it tells you that the bigger preoccupation for investors right now is the inflationary impact. Bonds hate inflation. …”View more
Ridealong summary
Oil prices could soar to $150 or even $200 a barrel, but current conditions might prevent this disaster. Political dynamics, especially with upcoming midterm elections, play a crucial role in investor behavior, who are currently unprepared for a major crisis. The situation is precarious, and while markets have shown resilience, the risks remain high.
Prof G Markets·Pricing the Iran War's Future — Are Markets Right?·Mar 11, 2026
“… Nick Carter says, seeing a lot of non-processed trusting panikins on the TL. And then he followed up by saying, that's what I thought, because the oil prices spiked up and then they fell down. And we did not get $120 a barrel.”“… Taurus in your, I don't know, that's something else, you know, in your garage? The horse really mogs at the gas station in particular, right? Because it's just making everyone feel so stupid. Yeah, we got to go back. One horsepower is all you need. Nick Carter says, seeing a lot of non-processed trusting panikins on the TL. And then he followed up by saying, that's what I thought, because the oil prices spiked up and then they fell down. And we did not get $120 a barrel.”View more
Ridealong summary
Scott Sumner argues that market panic can actually prevent negative policy changes, using past examples like tariffs to illustrate his point. He humorously suggests that if oil prices soar, we might as well consider alternative transportation—like horses. This light-hearted take highlights the absurdity of rising fuel costs while emphasizing the unexpected benefits of market reactions.
TBPN·History’s Largest Oil Disruption, Oil & AI, Sundar's New Pay Deal | Alex Epstein, Dr. Alex Wissner-Gross, Charles Lamanna, Julien Bek, Eoghan McCabe, Michelle Volz·Mar 09, 2026
“… administration and what they've been able to do so far. Could they do it again? We'll see. Here, of course, is Peter Schiff talking about soaring oil prices won't cause higher inflation. Instead, they'll cause a recession. It's the fiscal and monetary policies that will follow, soaring oil prices that will cause higher inflation. I mean, yes, it is. But I think inflation is going to get hit here by some of the fiscal monetary policies that will be implemented, but because of that. So yes, we will be dealing with the likelihood of a much more tightened economy. And of course, this puts the Fed in a …”“… I think our inflation is probably going to be considerably higher based on what we're dealing with right now, unless there is a major development that starts to spin things here. And that could possibly be the case. You have to think about the Trump administration and what they've been able to do so far. Could they do it again? We'll see. Here, of course, is Peter Schiff talking about soaring oil prices won't cause higher inflation. Instead, they'll cause a recession. It's the fiscal and monetary policies that will follow, soaring oil prices that will cause higher inflation. I mean, yes, it is. But I think inflation is going to get hit here by some of the fiscal monetary policies that will be implemented, but because of that. So yes, we will be dealing with the likelihood of a much more tightened economy. And of course, this puts the Fed in a very precarious situation. I think they are in a situation right now where you're seeing potentially higher inflation and also a job destabilization right now, especially as we start to see AI invade a lot of companies in terms of productivity.”View more
Ridealong summary
The current surge in oil prices due to US-Iran tensions is unprecedented and could lead to significant economic pressure on the U.S. economy.
The Paul Barron Crypto Show·Recession Fears Skyrocket!🚀Crypto Market Update·Mar 09, 2026
“… does that do to the interest rate policy of the Federal Reserve? That's its own thing. What this could do to the affordability crisis and to gas prices in America and also in Europe could also massively destabilize Europe. And we're already seeing this in liquid natural gas prices, which are skyrocketing in Europe. Not the case for America. We're insulated from the issue a little bit more because we have our own supplies. So that's good. But then even things like cyber attacks. I mean, we've already seen a huge increase in cyber attacks on Israel literally days after they struck Iran. What if …”“… other nations' oil facilities to just cause some chaos because they're frustrated, they're on the back foot. Oil starts, the price of oil starts to go up, could easily breach $100 a barrel. At which point, what does that do to inflation at home? What does that do to the interest rate policy of the Federal Reserve? That's its own thing. What this could do to the affordability crisis and to gas prices in America and also in Europe could also massively destabilize Europe. And we're already seeing this in liquid natural gas prices, which are skyrocketing in Europe. Not the case for America. We're insulated from the issue a little bit more because we have our own supplies. So that's good. But then even things like cyber attacks. I mean, we've already seen a huge increase in cyber attacks on Israel literally days after they struck Iran. What if that happens to America too? What if there is a refugee crisis I mean this is a country with a population of 90 million people What happens if they all decide okay we out of here this is a hot zone which it is and they decided to start fleeing to Europe? What does that mean for the political complexion of Europe? What does that mean for the rise of …”View more
Ridealong summary
The escalating conflict with Iran lacks a clear strategy, risking a prolonged war with severe economic repercussions, including skyrocketing oil prices and potential destabilization in Europe.
Despite the escalation in the Middle East, the markets suggest the conflict will remain contained, as evidenced by the modest stock market reaction and rising treasury yields.
Prof G Markets·The Iran War Risk Markets Are Ignoring·Mar 09, 2026
“… unconditional surrender. So it looks like things are still escalating and neither side seems to be ready to back down. But I wonder if the rising oil prices might force President Trump's hand. If you guys remember last year, after the Liberation Day tariffs were announced, the bond market freaked out. And when that happened, that forced President Trump to back off the levels that he had initially proposed. So maybe the oil markets might force the same thing with the Iran situation. Now, here's one thing that I do want to mention. If you look at the oil futures curve, the December crude prices are …”“… next? Well, I think the first thing to watch is how long this war will actually last. President Trump initially said the conflict could take four to five weeks, but then on Friday, he posted on Truth Social that there would be no deal with Iran except unconditional surrender. So it looks like things are still escalating and neither side seems to be ready to back down. But I wonder if the rising oil prices might force President Trump's hand. If you guys remember last year, after the Liberation Day tariffs were announced, the bond market freaked out. And when that happened, that forced President Trump to back off the levels that he had initially proposed. So maybe the oil markets might force the same thing with the Iran situation. Now, here's one thing that I do want to mention. If you look at the oil futures curve, the December crude prices are trading well below where the spot prices are trading right now. That tells you the market believes that this is a temporary disruption and not a permanent shift. Traders are essentially betting that things will revert closer to normal by the end of the year. Now, personally, I don't really have a prediction here. I do think, though, that the huge …”View more
Ridealong summary
The spike in oil prices due to Trump's Iran policies might pressure him to resolve tensions quickly, despite his current hardline stance.
The spike in oil prices due to Trump's Iran policies might pressure him to resolve tensions quickly, despite his current hardline stance.
The spike in oil prices might pressure President Trump to resolve the Iran situation quickly, despite his current stance on unconditional surrender.
The spike in oil prices might pressure President Trump to resolve the Iran conflict quickly, but market indicators suggest this disruption is temporary.
The Rundown·Deep Dive: Why the Strait of Hormuz Could Break the Global Economy·Mar 07, 2026
Ridealong summary
Gulf state investment in American tech may decrease due to the Iran conflict, but diversification away from oil and geopolitical risk remains a strong motivator.
The Iran war's impact on oil prices may lead to reduced Gulf state investments in American venture capital, despite their desire to diversify away from oil and geopolitical risks.
TBPN·OpenAI drops GPT-5.4, Iran War fallout, The Mansion Section | Diet TBPN·Mar 07, 2026
Ridealong summary
Rising oil prices could significantly impact the U.S. economy, with the Dow Jones Industrial Average sliding 1.6% compared to the NASDAQ's 0.3%. This disparity highlights how sensitive industrial sectors are to oil costs, prompting a crucial decision for American oil drillers: whether to increase capacity or wait for a potential downturn.
In a week marked by major Middle Eastern conflicts, Bitcoin surged 8% while traditional stocks remained stable, signaling a shift in safe haven assets. Surprisingly, the Iranian military is heavily utilizing crypto to navigate sanctions and facilitate oil trades, raising questions about the future of these digital currencies. This evolving landscape suggests a new hierarchy in what investors consider 'safe' amidst geopolitical turmoil.
Bankless·ROLLUP: Wartime Markets | Kraken Gets Fedwire | Trump vs Banks | AI vs Pentagon | NYT Says Crypto Is Dead·Mar 06, 2026
“… or two like Venezuela but more like a week or two So if that's the case, then $10 on a barrel of oil, a couple of three percentage points off stock prices, bond yields up a little bit. It's consistent with that perspective. And I think that's kind of my sense of things. I mean, that would be my kind of baseline view down the middle of the distribution of possible outcomes. Now, the distribution is wide. There's a lot of ways this can go. And if this does drag on beyond a week or two into a month or two, then we're talking about a different kind of scenario. And I think the market reaction would …”“… actually is, what do you make of investor reactions I mean I think the description that Rob gave is dead on I mean I think people are still investors are still expecting this thing to blow over pretty quickly Maybe it not going to be in a day or two like Venezuela but more like a week or two So if that's the case, then $10 on a barrel of oil, a couple of three percentage points off stock prices, bond yields up a little bit. It's consistent with that perspective. And I think that's kind of my sense of things. I mean, that would be my kind of baseline view down the middle of the distribution of possible outcomes. Now, the distribution is wide. There's a lot of ways this can go. And if this does drag on beyond a week or two into a month or two, then we're talking about a different kind of scenario. And I think the market reaction would be much more severe. But right now, I think people are a little disappointed. Maybe this was going to be Venezuela, and it didn't turn out to be that way. But I still think people are holding on to a week or two. So in that context, this kind of market action is pretty close to what you would expect. One thing, Ed, if I may, just to follow up on …”View more
Ridealong summary
The current market reaction to US-Iran tensions is moderate, with expectations that the situation will resolve within weeks, not causing long-term economic disruption.
Prof G Markets·Why The Iran War Could Reignite Inflation·Mar 04, 2026
“… OK, now that this has happened, we've got what we wanted. Now, China, start buying that Iranian oil again. And so he went straight to getting those oil prices down. And so it's like once these ambitions and goals are achieved, then the potential flow of prices afterwards is perhaps a much more likely proposition. But maybe it that or maybe it just the fact that we just didn get a bunch of tankers on fire in the uh around the australian hall moose today is there an outcome that energy investors and energy analysts those who work with oil and gas is there an outcome that most want i mean when when when …”“… likes of Iranian barrels could even flow stronger. So it's really important to bear in mind what happened last year in terms of that 12-day war. As soon as those nuclear sites were hit, you had President Trump come out on the presser And he was like, OK, now that this has happened, we've got what we wanted. Now, China, start buying that Iranian oil again. And so he went straight to getting those oil prices down. And so it's like once these ambitions and goals are achieved, then the potential flow of prices afterwards is perhaps a much more likely proposition. But maybe it that or maybe it just the fact that we just didn get a bunch of tankers on fire in the uh around the australian hall moose today is there an outcome that energy investors and energy analysts those who work with oil and gas is there an outcome that most want i mean when when when when an oil firm a consulting firm or even an oil investment firm sees what's happening in Iran. I mean, obviously, this is a political issue. Some people support what's happening, some people don't support what's happening. But say you're an investor in this stuff. What do you think when America strikes Iran? Yeah, I think it's a stability thing, …”View more
Ridealong summary
Despite the worst-case scenario in the Strait of Hormuz, oil prices have not risen as much as expected due to the belief that the conflict might be short-lived.
Despite the worst-case scenario unfolding in the Strait of Hormuz, oil prices have not surged as much as expected, possibly due to perceptions of the conflict being short-term.
The market's reaction to US airstrikes on Iran is less severe than expected, suggesting a belief that the conflict may be short-lived despite significant geopolitical risks.
Despite the geopolitical tensions, oil prices haven't surged as much as expected due to perceptions of a short-term conflict and potential harsh retaliatory measures against Iran.
Prof G Markets·War With Iran: Why Oil Didn’t Spike As Expected·Mar 03, 2026
“… what we know for sure is happening right now Meanwhile U government officials and Wall Street analysts are starting to consider the prospect that oil prices might surge to an unprecedented a barrel level Right now, the Brent crude market opened at $115 a barrel. WTI crude was over $100 a barrel. The futures markets were tanking. Donald Trump's attempt to manipulate the market were failing. And again, you had all of the Iranian leadership making posts saying, we're not doing negotiations. He's going to try to manipulate the market. Don't believe anything he's saying. We're going to make sure that …”“But that about that That what we know for sure is happening right now Meanwhile U government officials and Wall Street analysts are starting to consider the prospect that oil prices might surge to an unprecedented a barrel level Right now, the Brent crude market opened at $115 a barrel. WTI crude was over $100 a barrel. The futures markets were tanking. Donald Trump's attempt to manipulate the market were failing. And again, you had all of the Iranian leadership making posts saying, we're not doing negotiations. He's going to try to manipulate the market. Don't believe anything he's saying. We're going to make sure that the pain that's felt by the United States is over $200 a barrel. Iran is acutely aware of the crisis, the catastrophe that Donald Trump has put the United States in. They understand that in a war of attrition, They can drag this out as long as they want and cause major catastrophic pain to the United States economy. And that's precisely what they're …”View more
Ridealong summary
Iran is exploiting Trump's failures to inflict economic and military pain on the United States, escalating tensions and highlighting the costly consequences of his administration's actions.
Trump's actions have led to a catastrophic situation for the U.S. economy, with Iran exploiting the crisis to inflict severe economic pain.
Iran is exploiting the crisis to inflict economic pain on the U.S., while Trump's leadership is failing to manage the situation effectively.
The MeidasTouch Podcast·Trump Panics as Special Forces Enter War!!!·Mar 30, 2026
“… to pull in petroleum product production, gasoline, heating oil, jet fuel, butane, all those, helium. They're going to shut that in because it drives prices up. We were trading about $102 a barrel in the Brent this morning. It's up $110 a barrel right now.”“… their big refinery, the Shamraf refinery, it's a massive refinery. That sends a signal that doesn't matter which side of this you're on. These Middle Easterners are going to pull in production. They're going to pull in oil production. They're going to pull in petroleum product production, gasoline, heating oil, jet fuel, butane, all those, helium. They're going to shut that in because it drives prices up. We were trading about $102 a barrel in the Brent this morning. It's up $110 a barrel right now.”View more
Ridealong summary
Crude oil prices spiked from $102 to $110 a barrel as tensions in the Middle East escalate. The Iranian threat to Gulf state oil platforms and Saudi Aramco's decision to shut down a major refinery signal a potential production pullback, driving prices higher. This volatile situation is making industry players increasingly nervous about the future of oil supply.
Bannon`s War Room·Episode 5225: Gloves Come Off In Blockbuster Intel And Mullin Confirmation Hearings·Mar 18, 2026
“… to revive American democracy. So subscribe Look how close we are to 2 million You can help us get there And I just want to show you Brent crude oil prices officially surged above per barrel This happened 20 minutes ago. If you're watching this video on Sunday, this happened very likely just a few hours before you are watching this video. Things are rapidly collapsing and the oil crisis is spreading throughout the world. Here are the countries that are going to extreme lengths to ration their supply. The Philippines declared a national emergency. national energy emergency. Government offices have …”“… in the description below. It's incredibly important. And as always, make sure you drop a like. Make sure you subscribe to the Adam Mockler feed if you appreciate the relentless breaking news, the debates, the pushing back against MAGA lies. We're trying to revive American democracy. So subscribe Look how close we are to 2 million You can help us get there And I just want to show you Brent crude oil prices officially surged above per barrel This happened 20 minutes ago. If you're watching this video on Sunday, this happened very likely just a few hours before you are watching this video. Things are rapidly collapsing and the oil crisis is spreading throughout the world. Here are the countries that are going to extreme lengths to ration their supply. The Philippines declared a national emergency. national energy emergency. Government offices have shifted to a four-day workweek, and agencies must cut fuel and electricity use by 10 to 20 percent. Sri Lanka instituted a weekly public holiday for public officials and schools. It also revived a QR code-based fuel rationing system that limits private cars to 25 liters of patrol per week. Pakistan closed schools for two weeks and cut free fuel …”View more
Ridealong summary
Trump's actions in the Middle East are escalating tensions and destabilizing global oil markets, with unpredictable consequences.
The Iranian regime is winning the energy war despite battlefield losses, exacerbating the global oil crisis and destabilizing economies worldwide.
The US-Iran conflict is exacerbating global oil market turmoil, with Iran profiting from increased oil sales despite battlefield losses.
The US-Iran conflict is exacerbating global oil market turmoil, with Iran leveraging the situation to win the energy war despite battlefield losses.
The Trump administration's actions in the Middle East are escalating tensions and contributing to a global oil crisis, with Iran gaining an upper hand in the energy war.
The Adam Mockler Show·Trump screwed everyone over by DOING THIS·Mar 30, 2026
“… to this Iran chapter We ended Khamenei regime and now we in a new chapter And this idea of prematurity was a big debate where I was looking at oil prices I thinking they should be higher, like people should be more concerned. But then other people say, no, we don't know anything yet. Well, now here we're in a situation where oil prices have risen, maybe they'll come back down. But I guess the question for me when I look at markets, The question for investors is, why isn't it good to have a premature conversation? Is that not the way we should be thinking about something that is as uncertain as …”“… environment that perhaps would be a problem for investors. But then markets basically told us and investors basically told us like we don really know yet And if anything this has put more certainty on the situation because now we concluded something to this Iran chapter We ended Khamenei regime and now we in a new chapter And this idea of prematurity was a big debate where I was looking at oil prices I thinking they should be higher, like people should be more concerned. But then other people say, no, we don't know anything yet. Well, now here we're in a situation where oil prices have risen, maybe they'll come back down. But I guess the question for me when I look at markets, The question for investors is, why isn't it good to have a premature conversation? Is that not the way we should be thinking about something that is as uncertain as it is today? I think a key aspect of this discussion is the number of ballistic missiles and drones that have been fired by Iran.”View more
Ridealong summary
Investors are grappling with uncertainty following recent strikes in Iran, leading to a debate about whether premature discussions can provide clarity. While oil prices have risen, some analysts believe the market's reaction shows a lack of understanding of the situation's true implications. This highlights the complexities of making investment decisions in volatile environments.
Prof G Markets·You Think You're Diversified, AI Disagrees — ft. Torsten Slok·Mar 13, 2026
“… you said you think it can go far north of that. What is the constraint that puts on everything? Why is that such a big issue, aside from just gas prices? Yeah, so if the trade is closed for a prolonged period of time, it can go well above $130. And I don't know. The magic number changes over time just because we keep growing the money supply. So $130 is not the same as $130 barrels 10 years ago. Yeah. But generally speaking, when you do get to a typically high levels, the problem is that's a that's a raw input. And, you know, that, you know, when you have, let's say, a private credit contagion, …”“… after everything we've just spoken about. But when I had Luke Groman on the show recently, he was talking about oil. I think he used the 130 as the benchmark. Oil above $130 is basically a catastrophe for the economy. When we were speaking last night, you said you think it can go far north of that. What is the constraint that puts on everything? Why is that such a big issue, aside from just gas prices? Yeah, so if the trade is closed for a prolonged period of time, it can go well above $130. And I don't know. The magic number changes over time just because we keep growing the money supply. So $130 is not the same as $130 barrels 10 years ago. Yeah. But generally speaking, when you do get to a typically high levels, the problem is that's a that's a raw input. And, you know, that, you know, when you have, let's say, a private credit contagion, that's going to impact funds and things like that. People that have the spare capital gasoline impacts. I mean, there's consumers that are just, you know, they're they're very constrained in terms of their spending in the US. I mean, people have been suffering from higher food prices, higher insurance prices. I mean, even though the bulk of the …”View more
Ridealong summary
Oil prices soaring above $130 could trigger an economic catastrophe, especially for low-income households already struggling with inflation. As gasoline prices rise, consumers face tighter budgets, while businesses operating on thin margins could be severely impacted. This is a critical moment that could redefine economic stability globally.
What Bitcoin Did·The Debt Crisis Is Already Here | Lyn Alden·Apr 01, 2026
“… that are going to be critical to farmers who are coming on their spring planting season in certain parts of the world. That's going to impact food prices. As I mentioned, there are 6,000 derivative prices from oil. So oil being down last year and earlier in this year, that had underpinned keeping inflation somewhat contained. It was still up, but not as much as one might have thought. As oil started to rise, as this conflict escalated, kind of the first piece of it before the most recent piece, you're starting to see that in the PPI numbers, which is the measure of wholesale inflation. So we …”“… pun intended oil flows through everything in the economy um and you know when you first see it at the gas pump, obviously that hurts your wallet and spending decisions. But quickly, we're seeing this conflict impact things like fertilizer and inputs that are going to be critical to farmers who are coming on their spring planting season in certain parts of the world. That's going to impact food prices. As I mentioned, there are 6,000 derivative prices from oil. So oil being down last year and earlier in this year, that had underpinned keeping inflation somewhat contained. It was still up, but not as much as one might have thought. As oil started to rise, as this conflict escalated, kind of the first piece of it before the most recent piece, you're starting to see that in the PPI numbers, which is the measure of wholesale inflation. So we usually see that coming first, and then it makes its way to the consumer. And certainly now with this prolonged conflict, I think it's pretty well accepted that we are going to see increased inflation, which is just coming at a time, as I noted, that is tough for everybody because people are trying to keep up with the effects of inflation from the …”View more
Ridealong summary
Rising oil prices due to global conflict are set to increase inflation, impacting everything from gas prices to food costs. As oil influences over 6,000 prices in the economy, the effects are felt by consumers struggling to keep up with rising costs amid ongoing economic challenges.
The Jesse Kelly Show·Hour 3: Foreign Adventuring·Mar 27, 2026
“… is that some of the S&P – again, remember, we talk about this stuff early in the morning. S&P 500 futures are pulling back after Monday's rally as oil prices are rebounding. The Iran conflict continues. If I look again just right now, the Brent futures hovering right around $100 per barrel, and I think West Texas is roughly around $90. So it's going to be a little bit more manageable, and you will likely see a pullback in gas price in midweek and potentially on Sunday. But of course, if there is some actual, well, apparently the way this, but I'm not talking about like forever, like for a couple of …”“… right? One day somebody is actually going to look in this. I hope somebody goes to jail. I really do. Let's go for B3. Put this up here on the screen. The current market reaction for what we are seeing as of right now. What it currently looks like is that some of the S&P – again, remember, we talk about this stuff early in the morning. S&P 500 futures are pulling back after Monday's rally as oil prices are rebounding. The Iran conflict continues. If I look again just right now, the Brent futures hovering right around $100 per barrel, and I think West Texas is roughly around $90. So it's going to be a little bit more manageable, and you will likely see a pullback in gas price in midweek and potentially on Sunday. But of course, if there is some actual, well, apparently the way this, but I'm not talking about like forever, like for a couple of days, that's apparently the way that works. I don't, again, not fully an oil genius or anything myself, but I've been trying to do some reading. Let's put B4 up there on the screen. It's from Chevron. And these are the stuff, this is the stuff where people should really freak out because when the Chevron CEO says, Iran war impact, not fully priced …”View more
Ridealong summary
Trump's actions are a ruse for escalation, not diplomacy, and have inadvertently strengthened Iran's economy by providing de facto sanctions relief.
Breaking Points with Krystal and Saagar·3/24/26: Trump Iran Negotiation Fantasy, Insider Trading On Iran War, Pentagon Preps Boots On The Ground·Mar 24, 2026
“… balancing act the administration is trying to play here. They want the Iranian regime to be defenestrated. At the same time, they want to keep the oil prices as low as possible in order to maintain public support for the action. The Trump administration understands the American people will keep supporting what has to be done in Iran so long as it doesn't hit them too hard in the pocketbook. That would be the point, for example, of relieving certain sanctions in order to press down the oil prices. Because right now, the United States is talking about, believe it or not, relieving Iranian oil …”“… And then the price went down again. Well, the same thing happened right here. Immediately upon announcing the postponement of those strikes on energy plants, the price of Brent crude drop from near $110 a barrel to below $100 a barrel. This is the balancing act the administration is trying to play here. They want the Iranian regime to be defenestrated. At the same time, they want to keep the oil prices as low as possible in order to maintain public support for the action. The Trump administration understands the American people will keep supporting what has to be done in Iran so long as it doesn't hit them too hard in the pocketbook. That would be the point, for example, of relieving certain sanctions in order to press down the oil prices. Because right now, the United States is talking about, believe it or not, relieving Iranian oil sanctions in order to allow them to ship oil out, continue to ship oil out, and keep the price of oil down. Here was Scott Besson, the Treasury Secretary, explaining the sanctions calculus to Kristen Welker at NBC. If the point of the sanctions was to stop funding the Russian war machine, why is the administration effectively rewarding Russia now? Again, …”View more
Ridealong summary
The Trump administration is considering easing Iranian oil sanctions to keep oil prices low and maintain public support for actions against Iran. This strategy hinges on the belief that lower oil prices will limit Russia's funding while simultaneously weakening Iran's regime. The delicate balance aims to defenestrate Iran without burdening American consumers at the pump.
The Ben Shapiro Show·Ep. 2393 - AMERICA LAST: Conspiratorial Collaborationists Root For Our Enemies·Mar 23, 2026
“… a long time to restart those oil fields. It took them a day to bring them down. It would take them three, four months because they want the higher prices.”“… and without supply or demand. They can just keep the supply off the market longer. So we'll work through our stockpiles, which are backing up. We'll work through that, and all of a sudden we go, wait a minute, where's the new oil? Well, it took us a long time to restart those oil fields. It took them a day to bring them down. It would take them three, four months because they want the higher prices.”View more
Ridealong summary
Middle Eastern oil producers are strategically delaying production to keep prices high amidst ongoing conflicts. With the Strait of Hormuz being unsafe for shipping, countries like Saudi Arabia and Qatar can manipulate oil supply, ensuring they sell at premium prices rather than rushing back to the market. This calculated approach means that even if the Gulf is cleared, it could take months before oil production ramps up again.
Bannon`s War Room·Episode 5234: Debate For Troops On The Ground Continues; Strait Of Hormuz Conflict Is Not Stopping Anytime Soon·Mar 21, 2026
“… weeks ago. But I wasn't whining about it. I understand it, that you're going to disrupt the world oil markets, then you're going to have higher prices. What I don't understand, I'll get to in a moment. Why we have so much oil in the USA, why are our prices going up? We're not importing oil, so why are we getting hosed? We're going to deal with that. Now, late today, President Trump issued this statement. This is. All right. Quote, this war was started by Barack Hussein Obama and Joe Biden. We've been fighting it for 47 years. I'm putting an end to it because I am the peace president, says Mr. …”“… is about $100 a barrel up from, what was it, $50 a barrel or something recently. I mean, it's getting pounded, so we all have to pay more. Now, I filled up over the weekend, and I didn't like it. It was 50 cents a gallon more in my town than it was three weeks ago. But I wasn't whining about it. I understand it, that you're going to disrupt the world oil markets, then you're going to have higher prices. What I don't understand, I'll get to in a moment. Why we have so much oil in the USA, why are our prices going up? We're not importing oil, so why are we getting hosed? We're going to deal with that. Now, late today, President Trump issued this statement. This is. All right. Quote, this war was started by Barack Hussein Obama and Joe Biden. We've been fighting it for 47 years. I'm putting an end to it because I am the peace president, says Mr. Trump. This week, I will be creating the Hormuz Peace Board, where our so-called coward NATO allies are not welcome. Many real allies have already expressed desire to join this once in a lifetime opportunity, secure the Hormuz for peace. Thank you for your attention. All right. So Donald Trump is not backing away from anything. NATO doesn't like …”View more
Ridealong summary
Even with the U.S. sitting on a surplus of oil, prices have surged to $100 a barrel, leaving consumers to pay more at the pump. This spike is linked to global market disruptions, as highlighted by President Trump's controversial statement about the ongoing geopolitical tensions. Understanding this paradox is crucial for consumers feeling the pinch in their wallets.
Bill O’Reilly’s No Spin News and Analysis·No Spin News - Weekend Edition - March 21, 2026·Mar 21, 2026
“… happened before. Here's why. Because the longer and higher you get the oil price in the conflict, it comes up really fast. Everyone jacks up their prices really fast. And as soon as it's all clear, they can slowly, slowly let that go down. And in the meantime, that profit margin is massive. Back when I was really early in my career, Middle Eastern countries could pull oil out of the ground for about $5 a barrel. Now it's probably around $20 a barrel. So everything above $20 a barrel is profit. So when it goes to $120 or $150, they've got a massive amount of money. That's why they can hold off …”“… with a four-handle. How about this, Stephen? In term one, on your term, he got it with his negative 20 handle. In other words, people would produce oil and pay anyone to store the oil for him to the tune of $20 negative a barrel under Trump. Never happened before. Here's why. Because the longer and higher you get the oil price in the conflict, it comes up really fast. Everyone jacks up their prices really fast. And as soon as it's all clear, they can slowly, slowly let that go down. And in the meantime, that profit margin is massive. Back when I was really early in my career, Middle Eastern countries could pull oil out of the ground for about $5 a barrel. Now it's probably around $20 a barrel. So everything above $20 a barrel is profit. So when it goes to $120 or $150, they've got a massive amount of money. That's why they can hold off right now. They eat it right now, but they're certainly going to make it in the backside. Let me ask you before I bounce here and jump into the war room because we're going to try to bug you over the weekend to come on unless you're yachting again, which normally you do on weekends. What should people be thinking about? As we go off of air bowling, …”View more
Ridealong summary
Oil prices are surging due to a strategic play by Middle Eastern countries, particularly Saudi Arabia, who are incentivized to keep prices high. While Trump aimed for energy dominance that drove prices down, current geopolitical tensions have flipped the script, allowing these nations to profit significantly as prices rise above $100 a barrel. This dynamic reveals how the oil market operates under pressure and the implications for global economies.
Bannon`s War Room·Episode 5233: Fighting AI Mandates In The States; Islam Is Creeping Into Texas Schools·Mar 20, 2026
“… considering sending in ground troops to secure the Strait of Hormuz, which remains closed. On Wednesday night, oil shot past $118 a barrel. Gas prices are approaching $4 a gallon. And after a worse than expected inflation report, the Fed decided to hold interest rates steady. Here's how this is all playing if you turn on the TV. Far worse news on prices than expected. Americans have been grappling, of course, with surging gas prices up 86 cents a gallon since the Iran war began. It's almost the worst of both worlds. I guess stagflation would come close to describing the situation. Since the …”“… of its capacity for several years. Trump claimed Israel acted alone and won't do it again, but also said that if Iran keeps attacking energy infrastructure, he'll, quote, massively blow up the rest of their gas reserve. The president is also reportedly considering sending in ground troops to secure the Strait of Hormuz, which remains closed. On Wednesday night, oil shot past $118 a barrel. Gas prices are approaching $4 a gallon. And after a worse than expected inflation report, the Fed decided to hold interest rates steady. Here's how this is all playing if you turn on the TV. Far worse news on prices than expected. Americans have been grappling, of course, with surging gas prices up 86 cents a gallon since the Iran war began. It's almost the worst of both worlds. I guess stagflation would come close to describing the situation. Since the war began, the price of the pump has risen every day this month. I would think that records could be set People are already seeing gas prices Gas prices are up almost a dollar a gallon Near measures of inflation expectations have risen in recent weeks likely reflecting the substantial rise in oil prices caused by the supply disruptions in the Middle …”View more
Ridealong summary
The global energy crisis triggered by the Iran conflict is severe, but the U.S. economy might not be as heavily impacted as feared, though consumers will feel the pain.
The U.S. economy is not as severely impacted by the oil price surge as initially feared, but the situation remains concerning for consumers and international markets.
The escalating conflict with Iran is driving oil prices up and could lead to a global economic crisis, with significant impacts on inflation and consumer costs.
Trump's aggressive stance on Iran is exacerbating global energy instability, risking further economic downturns and potential military conflict.
The global economic impact of the Iran conflict is severe, but the U.S. economy might not be as disrupted as feared, despite rising oil prices.
Pod Save America·The Worst Way to Spend $200 Billion·Mar 20, 2026
“… between those three, and by the way, there's probably 50 grades of crude oil, but the three main benchmarks, they call them the benchmarks as all prices are determined based on those. Well, I would say two, Brent and WTI. West Texas Intermediate, that's the oil we produce. We produce 13 million a day. We use 20 million. We have a gap. we have to import oil from Canada, China, not China, Canada, Mexico, and others. The Brent is higher. And, Andrew, I've done this a long time. For the past 15 years, the difference between Brent oil, it's always higher because of location and transportation …”“That's simply – so look at oil – kind of look at the world global oil reserves. We use about 100 million barrels a day globally, all countries included. The difference in the price between those three, and by the way, there's probably 50 grades of crude oil, but the three main benchmarks, they call them the benchmarks as all prices are determined based on those. Well, I would say two, Brent and WTI. West Texas Intermediate, that's the oil we produce. We produce 13 million a day. We use 20 million. We have a gap. we have to import oil from Canada, China, not China, Canada, Mexico, and others. The Brent is higher. And, Andrew, I've done this a long time. For the past 15 years, the difference between Brent oil, it's always higher because of location and transportation because it's produced way up north in the North Sea in order to bring it down. There's transportation costs. But the difference has always been $5 at the maximum, $1 or $2 at the minimum. They run very close in price. Now it's 16, 17, could be pushing $18 a barrel difference. And that's because getting that oil from the North Sea through certain areas of …”View more
Ridealong summary
Oil prices are projected to hit $100 a barrel soon due to escalating tensions in the Middle East, particularly after Israeli strikes on Iranian gas. The difference between Brent and WTI oil prices has ballooned to nearly $18, signaling a global supply crisis that could severely impact economies, including the U.S., despite its self-sufficiency. This price shock is expected to ripple through gasoline prices, affecting consumers everywhere.
The Charlie Kirk Show·The Mideast Gas Fire + The NYC Dumpster Fire·Mar 19, 2026
Ridealong summary
If oil prices dropped to $30 a barrel, inflation in America could be eliminated, according to economic experts discussing President Trump's previous economic strategies. They argue that rising wages and economic growth are crucial, but the key factor remains oil prices, which heavily influence inflation rates. This insight challenges current political approaches to economic policy.
Bannon`s War Room·Episode 5213: When Does It Look Like The End With The War In Iran; Pentagon Moving More Troops Into Iran·Mar 13, 2026
“… can lay mines without Navy ships. Iran can. They can do it with smaller ships. So I don't really know that that's going to solve it. You mentioned oil prices hit $100 a barrel again, and the IRGC, the Iranian Revolutionary Guard Corps, has threatened to push prices up to $200 per barrel, which would cause gas prices to exceed $5 a gallon. So that's something to look forward to. But, you know, Trump was asked about this complete fucking mess in the Strait of Hormuz the other night. And here's what he said. Straits are in great shape. We've knocked out all of their boats. I think we're in very good. …”“… just announced again before we started recording that the Navy will be sort of accompanying tankers through the Strait of Hormuz. I don't know why that's like a magical solve, especially if they are laying mines in the Strait of Hormuz, because they can lay mines without Navy ships. Iran can. They can do it with smaller ships. So I don't really know that that's going to solve it. You mentioned oil prices hit $100 a barrel again, and the IRGC, the Iranian Revolutionary Guard Corps, has threatened to push prices up to $200 per barrel, which would cause gas prices to exceed $5 a gallon. So that's something to look forward to. But, you know, Trump was asked about this complete fucking mess in the Strait of Hormuz the other night. And here's what he said. Straits are in great shape. We've knocked out all of their boats. I think we're in very good. We're in very good shape. The Straits are in great shape. So everyone, that's what people are saying. The Straits are in great shape. I guess there's a couple now. President followed up those comments with a post. Was the post to correct himself? Was the post to offer more information? No, here's what the post said. The United States is the largest …”View more
Ridealong summary
Trump's unexpected stance suggests that rising oil prices are beneficial for America, as they boost profits for oil companies. This perspective raises questions about how he equates national success with corporate gain, even if it means higher costs for consumers. His comments reflect a broader narrative where corporate profits are seen as a win for the country, regardless of the impact on everyday Americans.
Pod Save America·Trump Celebrates High Gas Prices·Mar 13, 2026
“You know, we don't even have health care in this country. And and, you know, what what do you see? And also oil prices, right? Gasoline prices have increased. I don't know if that's going to be a short-term pain thing or if it's going to be temporary. But they do say that it could take weeks, even months, to open up the Strait of Hormuz. So this could have a serious trickle-down effect, not to mention grocery prices, et cetera, et cetera. I mean, are you hesitant to talk about sort of the impact of this for the midterms? I'm not. I'm more optimistic than JVL, I …”“You know, we don't even have health care in this country. And and, you know, what what do you see? And also oil prices, right? Gasoline prices have increased. I don't know if that's going to be a short-term pain thing or if it's going to be temporary. But they do say that it could take weeks, even months, to open up the Strait of Hormuz. So this could have a serious trickle-down effect, not to mention grocery prices, et cetera, et cetera. I mean, are you hesitant to talk about sort of the impact of this for the midterms? I'm not. I'm more optimistic than JVL, I think. So do you want optimism first or pessimism? Let's have the bad news first. Okay, JV, I'll let you go, and then I'll follow. I don't know that I'm – maybe you're more optimistic than I am. So I have been – I do not have a Bloomberg terminal account myself because they're really expensive, but I have some buddies in finance. Hey, Jeremy, who …”View more
Ridealong summary
The ongoing war could drastically affect midterm elections by driving oil prices up to $150 a barrel, creating a logistical nightmare for the economy. Even if the conflict ended today, the repercussions would linger for months, impacting everything from gas prices to grocery bills. This uncertainty poses a significant challenge for candidates as they head into the election with only weeks to go.
Bulwark Takes·Tim, JVL, and Katie Couric: Trump, Iran and Manosphere Drama·Mar 12, 2026
“… Targets are unspecified, but they are expected to be in California. A spokeswoman for the FBI office in Los Angeles declined to comment. This as oil prices are now up over 6% today. So Donald Trump is in Cincinnati right now, and he was asked about the war, the fact that it's spiraling out of control, the fact that oil prices are surging, the fact that we're learning more about the men and women and the people of our service, armed services who are put in arms way, the service members who have been seriously wounded and injured. Here's what Donald Trump responded to Peter Doocy of State Regime …”“… latest report by ABC. The alert said that the FBI recently acquired information of a potential surprise attack, likely here in California. Iran aspired to do this using unmanned aerial vehicles from an unidentified vessel off the coast of California. Targets are unspecified, but they are expected to be in California. A spokeswoman for the FBI office in Los Angeles declined to comment. This as oil prices are now up over 6% today. So Donald Trump is in Cincinnati right now, and he was asked about the war, the fact that it's spiraling out of control, the fact that oil prices are surging, the fact that we're learning more about the men and women and the people of our service, armed services who are put in arms way, the service members who have been seriously wounded and injured. Here's what Donald Trump responded to Peter Doocy of State Regime Media, which calls itself Fox. When he asked Donald Trump, you said it's an excursion, but you're saying it's in a war. So is it an excursion or a war, Donald? Watch what he had to say here. Play this clip. The situation is great. When you're expensing, everyone loves it. And we did a little excursion. We had to take this little couple of weeks, few …”View more
Ridealong summary
Trump's aggressive actions towards Iran are causing chaos, risking retaliatory attacks on the U.S. and driving oil prices to potentially catastrophic levels.
The MeidasTouch Podcast·Rep. Krishnamoorthi Discusses Trump’s Disastrous War·Mar 11, 2026
“… the planet. He knows if you make an announcement at Moose Markets, he has no compunction whatsoever in exploiting that to cause rises and falls in prices. and try to exploit them himself and with his friends. I did see that. I've got the data here on the floor showing those graphs. I generally looked at that and thought, yeah, maybe. But it's also conceivable that Trump is quite a predictable character, and he tweets at the same time every day. And it's also, I think me and you both know, that before the markets open on a Monday morning, he's going to want to say something really positive. He …”“… you think is going to increase in value over time if you think it's going to slump in the immediate future. So he's making an announcement which causes oil markets to panic so the price goes up. We've given him control of the most powerful country on the planet. He knows if you make an announcement at Moose Markets, he has no compunction whatsoever in exploiting that to cause rises and falls in prices. and try to exploit them himself and with his friends. I did see that. I've got the data here on the floor showing those graphs. I generally looked at that and thought, yeah, maybe. But it's also conceivable that Trump is quite a predictable character, and he tweets at the same time every day. And it's also, I think me and you both know, that before the markets open on a Monday morning, he's going to want to say something really positive. He has a track record of doing that. So is it conceivable that they knew he was flying, because it was tracked that he was going to be on this plane journey? There's going to be a press gaggle. We know he's going to give an interview. I actually think that was quite predictable. If I was a betting man, I would have gone Sunday night. Monday morning, I …”View more
Ridealong summary
Professor Steve Keen reveals that Trump's recent announcements are part of a strategy to manipulate oil prices for personal gain. He explains how the Strait of Hormuz, a crucial chokepoint for global oil and fertilizer shipments, plays a pivotal role in this economic game, allowing Iran to exert significant control over international markets.
The Diary Of A CEO with Steven Bartlett·Financial Crash Expert: In 3 months We’ll Enter A Famine! If Iran Doesn’t Surrender It's The End!·Apr 06, 2026
Ridealong summary
Iran's current regime is pursuing a strategy of aggression, aiming to provoke the U.S. by attacking neighboring countries. This tactic seeks to manipulate American public sentiment and pressure Trump to intervene. Amidst the chaos, it's clear that the stakes are high, and many Americans are feeling conflicted about the prospect of war.
“… up and look at the facts here. Pentagon sending assault ship at least 2,500 Marines towards Iran as U.S. works to reopen the state of Hormuz while oil prices spike. This is a couple days ago. Yes. But that story came out that they are doing that, Rob. Is this on the way? It's CBS News reporting on that. Is it right off the bat? Yep. Go for it. Over an hour ago, we did get word that 2,500 Marines and another warship are now being deployed to the Middle East. This is one of several developments in the fighting that continues between the U.S. and Iran that Erica Brown is reporting on. The Pentagon …”“… a wild shift, Tom. What do you think? And you saw his body language? Normally Scott Besson, like you just said, Pat, normally Scott's like this. He's usually very precise in command of his facts. He'll correct the news media. Excuse me. Let's back up and look at the facts here. Pentagon sending assault ship at least 2,500 Marines towards Iran as U.S. works to reopen the state of Hormuz while oil prices spike. This is a couple days ago. Yes. But that story came out that they are doing that, Rob. Is this on the way? It's CBS News reporting on that. Is it right off the bat? Yep. Go for it. Over an hour ago, we did get word that 2,500 Marines and another warship are now being deployed to the Middle East. This is one of several developments in the fighting that continues between the U.S. and Iran that Erica Brown is reporting on. The Pentagon Friday confirmed the deaths of all six crew members aboard a U.S. military refueling tanker that was supporting operations in Iran. Officials say a second aircraft was also involved but landed safely and they believe the incident may have involved a midair collision It was not the result as CENTCOM has said was not the result of hostile or friendly …”View more
Ridealong summary
The Pentagon has confirmed the deployment of 2,500 Marines and a warship to the Middle East amid rising tensions with Iran. This move comes as the U.S. seeks to secure the Strait of Hormuz, a critical oil supply route, while an interview reveals a surprising endorsement of military action from a senior official. The urgency of the situation suggests significant developments may be on the horizon.
PBD Podcast·CIA Targets Tucker + Trump's WARNING To NATO | PBD #760·Mar 16, 2026
“… already left those countries as refugees, some to Turkey, some to other countries. Thousands are dead, including American soldiers. And basically, oil prices continue to rise. And the Strait of Hormuz has not opened up anymore. Trump talked about getting eight ships through that Iran gave as a gift. No one really knows what the fuck he's talking about there. That's another example. He made it seem like it was a grand diplomatic gesture to show that they were serious. People can't really tell what he's talking about. There's evidence of two ships going through, but that seems to be the sorts of ships …”“Meanwhile, four million people in Iran and Lebanon have been displaced so far. Tens of thousands have already left those countries as refugees, some to Turkey, some to other countries. Thousands are dead, including American soldiers. And basically, oil prices continue to rise. And the Strait of Hormuz has not opened up anymore. Trump talked about getting eight ships through that Iran gave as a gift. No one really knows what the fuck he's talking about there. That's another example. He made it seem like it was a grand diplomatic gesture to show that they were serious. People can't really tell what he's talking about. There's evidence of two ships going through, but that seems to be the sorts of ships that Iran was letting through already. And again, the worst of the oil crisis hasn't hit yet because there are still tankers that took off before the war began. And so we're still relying on some supplies that were already out there. And once those are gone, then it starts getting really bad. And again, it's also not just oil, but it's fertilizer …”View more
Ridealong summary
Gas prices are soaring, and Trump claims the Strait of Hormuz doesn't matter, but the reality is starkly different. With millions displaced and critical supplies dwindling, the global economy is on the brink of chaos. As diesel and jet fuel prices skyrocket, the consequences of this war are hitting Americans hard, contradicting the President's assertions.
Pod Save America·Blue Wave Building in the Strait of Hormuz·Mar 27, 2026
Ridealong summary
The British oil company APOC's operations in early 20th century Persia reveal a blatant disregard for local workers, highlighting a colonial mindset that dehumanized Persians. In a shocking move, they imported a thousand Indian laborers without consulting the Persian government, relegating locals to menial jobs while foreigners enjoyed the best positions and living conditions. This systemic inequality fostered deep resentment and set the stage for future tensions in Iran.
Behind the Bastards·Part Two: The First Shah of Iran·Mar 26, 2026
Ridealong summary
The transition of the British Navy from coal to oil was not just a logistical shift; it was a game-changer in naval warfare. This segment discusses how Admiral Sir John Fisher's advocacy for oil, fueled by connections with William Darcy and Persia's oil reserves, played a crucial role in ensuring Britain's naval supremacy against Germany during World War I. The strategic importance of Persian oil arguably contributed to the Allied victory in the war.
Behind the Bastards·Part One: The First Shah of Iran·Mar 24, 2026
“… tariffs reciprocal tariffs. They go, we're switching from reciprocal hits to now continuous strikes. And Iran is saying that their goal is to drive oil prices to $200 per barrel. They're saying our goal is to make you suffer economically. This is a war of attrition and we're not going to stop. The details include Iran saying that U.S. will not be able to control oil prices. We won't allow even one liter of oil to reach the U.S., Israel and its partners. An Iranian military spokesperson said any vessel or tanker bound to them will be a legitimate target. Iran says that if you pass the Strait of Homoz, …”“… the strait of hermos they providing accurate updates to their people and what the iranian military is saying is that they are switching from what they been referring to as reciprocal hits And I think they use that name because Donald Trump calls his tariffs reciprocal tariffs. They go, we're switching from reciprocal hits to now continuous strikes. And Iran is saying that their goal is to drive oil prices to $200 per barrel. They're saying our goal is to make you suffer economically. This is a war of attrition and we're not going to stop. The details include Iran saying that U.S. will not be able to control oil prices. We won't allow even one liter of oil to reach the U.S., Israel and its partners. An Iranian military spokesperson said any vessel or tanker bound to them will be a legitimate target. Iran says that if you pass the Strait of Homoz, you need the permission of the Islamic Republic. Iran appears to be shifting their military strategy as oil prices were starting to decline, but now they're back up over $90 a barrel. And you can see right here, I mean, this is the statement from the Iranian Revolutionary Guard Corps Navy chief who says, after hitting those three ships that I …”View more
Ridealong summary
The ceasefire is a facade, with Trump's claims of victory masking ongoing conflict and escalating danger in the Strait of Hormuz.
Trump's actions have led to a dangerous escalation with Iran, causing instability and a deliberate push by Iran to drive oil prices to $200 per barrel.
Iran's aggressive military actions and strategic targeting of oil routes are designed to economically cripple the U.S. and its allies, aiming to drive oil prices to $200 per barrel.
The escalating conflict with Iran is a deliberate strategy by Iran to drive oil prices to $200 per barrel, aiming to economically cripple the U.S. and its allies.
Iran's military strategy aims to drive oil prices to $200 per barrel, creating economic suffering as a form of warfare.
Trump's actions have dangerously escalated tensions with Iran, leading to attacks on ships and oil facilities, and risking severe economic consequences.
Iran's aggressive military strategy aims to economically cripple the U.S. and its allies by driving oil prices to $200 per barrel.
The U.S. military's actions are ineffective as Iran escalates its attacks, aiming to drive oil prices to $200 per barrel and asserting control over the Strait of Hormuz.
The U.S. military campaign against Iran is failing, with Iran escalating attacks and aiming to drive oil prices to $200 per barrel, causing severe economic consequences.
The MeidasTouch Podcast·Trump Panics as War Goes Sideways·Mar 11, 2026
“As we noted earlier, U.S. crude oil prices just settled at more than $90 a barrel, a 35% increase for the week. That's the single largest weekly gain ever recorded, a spike that threatens to undermine the White House's messaging on energy and affordability. Joining me now is today's big panel, Nicholas Wu, congressional reporter for Semaphore, Elise Labott, author of Cosmopolitics on Substack, Megan Hayes, Democratic strategist and former special assistant to President Biden, and …”“As we noted earlier, U.S. crude oil prices just settled at more than $90 a barrel, a 35% increase for the week. That's the single largest weekly gain ever recorded, a spike that threatens to undermine the White House's messaging on energy and affordability. Joining me now is today's big panel, Nicholas Wu, congressional reporter for Semaphore, Elise Labott, author of Cosmopolitics on Substack, Megan Hayes, Democratic strategist and former special assistant to President Biden, and Stephen Hayes, editor and CEO of The Dispatch and an NBC News contributor. No relation here. Thank you all for being here. Elise, let me start with you, lay out the stakes of this moment. Here we are more than a week into this war with Iran and oil prices are spiking. The president says, OK, they're up, but they're going to come back down. What are the …”View more
Ridealong summary
The conflict with Iran could destabilize global oil markets, but eliminating Iran's regime might eventually stabilize energy prices.
The ongoing conflict with Iran and the closure of the Strait of Hormuz could lead to catastrophic oil price increases unless Iran's missile capabilities are neutralized.