Energy, Power and Materials
Oil and OPEC
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 88
- Share
- 8.2%
- Shows
- 63
- Net sentiment
- +0.02
Bullish 29Mixed 28Neutral 4Bearish 27
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 29
- Schachter expects structural supply shortfalls and oil prices to reach new highs in the 2030s.Global Gas Shortage: This Is When Oil Price Doubles | Josef Schachter · The David Lin Report · Sep 24
- Diesel supply losses from Hormuz and Russia keep product prices near record highs, lifting refining and crude demand.The Global Diesel Problem · Thoughts on the Market · Sep 24
- Pipeline outages and near-zero spare capacity point to sustained tight supply and higher crude prices.THE SAUDI PIPELINE BLIND-SIDE: Why $108 Oil Just Destroyed the Hormuz Bypass! · Wall Street Truthbombs Podcast · Sep 22
- Supply disruption from Hormuz and Middle East damage keeps a lasting risk premium on crude prices.What's Next for Oil Prices and Fuel Subsidies · Enterprise Explores · Sep 24
- Strait of Hormuz blockade and damaged pipelines keep oil supply constrained and prices elevated.Gas Prices and Oil Wars · It Could Happen Here · Sep 24
- Brent near $99 and record diesel prices reflect tight supply, supporting oil prices.Daily Digest Sep 26: France to Send Troops to Saudi Arabia, Britain Assigns Every Billionaire a Tax Compliance Officer · Peak Prosperity · Sep 26
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- Garcia argues oil prices should stay high given tanker costs, refinery strain and a global diesel shortage.Diesel, AI, and Energy Dominance: Charlie Garcia on the Crisis Nobody Sees Coming · Energy News Beat Podcast · Sep 23
- Hormuz disruption and rerouted barrels keep tanker demand and rates elevated, supporting tanker earnings.VIE interviews McQuilling Services · The Value Investor's Edge · Sep 23
- Pipeline and Hormuz disruptions removed millions of barrels daily, pushing oil and diesel prices sharply higher.The Escalation Trap: Is America's Strategy in Iran Backfiring? · The Great Simplification with Nate Hagens · Sep 23
- Saudi missing term deliveries and refining shortages point to higher product prices.Saudi Cuts Europe Off, Burchett Wants a Diesel Export Ban & the Big Inch Plan | BDE 09.22.26 · Big Digital Energy · Sep 22
- Iran's Hormuz threats and a US diesel export ban point to tighter, pricier oil supply.MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2) · Macro Voices · Sep 25
- Refinery attacks are said to tighten refined product supply, pushing diesel and gasoline prices higher.Gas Prices Skyrocket, Trump Freaks Out & His Powerlessness Is Exposed: The True War Agenda Revealed · The Tucker Carlson Show · Sep 24
- Speaker argues oil prices may rebound sharply on renewed disruptions, given depleted inventories and fragile supply.MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle · Macro Voices · Sep 24
- Record tanker rates from the Iran war add pressure to the oil market and could tighten supply.Will Trump and Xi extend their trade truce? · FT News Briefing · Sep 23
- Elevated oil prices are seen as positive for regional oil producers, though prices may ease somewhat.Economics: PODCAST|Key Takeaways: 2026 Emerging and Frontier Markets Opportunities Conference · At Any Rate · Sep 22
- Crude near $92 and refined fuel shortages in Europe and the US point to tight supply and higher prices.An Energy Crisis & A Global Economic War · This Week in Geopolitics · Sep 21
- Diesel shortage, export ban talk and Venezuelan supply limits point to tight, higher oil prices.Daily Digest Sep 21: Trump Mulls Blowing Up All of Iran, and Hackers Unlock Flock Secrets - Will the Rate Hike Fix Inflation? · Peak Prosperity · Sep 21
- Laffer says high oil prices help the US as a net exporter, benefiting producers more than consumers hurt.Art Laffer On Bond Market MELTDOWN: How Bad Could It Get? · The David Lin Report · Sep 25
- Guests argue a major supply shock will trigger the next upstream spending cycle favoring oil services.Power Lunch 9/25/26 · Power Lunch · Sep 25
- Reopening the Strait of Hormuz could drop oil prices sharply and lift equities 10 to 15 percent.What Strong Growth Means for the Fed and Markets · This Week in Business · Sep 25
- Diesel export ban talk and Goldman's view of constrained refining point to elevated fuel prices.Daily Digest Sep 23: Trump Tells UN He May Annihilate Iran, Calls for US Diesel Export Ban - China Outbuilds US Drones 300-to-1 · Peak Prosperity · Sep 23
- Physical oil shortages and prices above $100 suggest upward pressure on oil and energy profits.Are Markets Too Calm About Higher Rates? · Market Watch · Sep 21
- Iran conflict and Red Sea disruptions keep oil and diesel prices at record highs.Chinese President Xi Jinping to pay state visit to U.S. from September 23 to 25 · Global Business · Sep 21
- Energy is seen as the key equity diversifier and inventory rebuilding after Hormuz disruption supports demand.The Roundtable Sessions: Les Deux Vincent · The Collective Member Podcast · Sep 26
- Strait of Hormuz and Red Sea disruptions keep oil supply insecure and prices elevated.Fareed Zakaria on America’s Retreat from the World · The Prof G Pod with Scott Galloway · Sep 24
- Diesel export ban talk and tight fuel supply point to higher energy price pressure.Daily Digest Sep 27: Democrats Favor a Military Coup, 43% of Americans View Socialism Positively, and AI Agents go Rogue · Peak Prosperity · Sep 27
- Strait of Hormuz disruption and attacks on Aramco facilities tighten oil supply.Houthis strike Riyadh jet-fuel depot as Turkey, Pakistan vow Saudi Arabia support · Iran: The Latest · Sep 21
- Falling oil prices since mid-September removed a macro headwind holding Bitcoin back.Kalshi Accused Of Wash Trading Their Crypto Volume + Alex's Aerodrome Playbook: How To Take Profits | EP 575 · Rise Up Media · Sep 21
- Falling crude prices after a Saudi pipeline restart were seen as easing market pressure.“Gas Storage Is Back In Style” – Dave Marchese, Caliche · C.O.B. Tuesday · Sep 23
Bearish 27
- OPEC's pricing power is eroding as its market share shrinks and the UAE leaves, pointing to lower oil prices.Why Are Countries Abandoning OPEC? · Economics Explained · Sep 21
- A potential US diesel export ban threatens supply, hitting import-dependent LatAm and UK currencies, though effects may be temporary.Global FX: US diesel ban, dollar view, G10 central banks · At Any Rate · Sep 25
- Brent near 106 with steep backwardation and fuel prices at punitive levels feeding inflation fears.Geopolitics could continue to dog this market for a long while yet. · Saxo Market Call · Sep 25
- Refinery outages and global diesel shortages are driving an energy crisis that pushes costs higher across the economy.We Asked the Data Scientist Who Rebuilt the Jobs Report What the Headline Number Hides · Excess Returns · Sep 26
- Strait of Hormuz closure and Russian diesel export cuts create physical shortages and price spikes.Call Time At The Casino: Europe's Bad Bets Come Due · Multipolarity · Sep 24
- Record diesel prices and a possible export ban raise supply and cost concerns for consumers and refiners.Meta Just Beat Apple at Its Own Game & McDonald’s Is Upgrading Restaurants · Morning Brew Daily · Sep 24
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- Refined product price pressure from a potential US diesel export ban hurts import-dependent EM countries.EM Fixed Income: Navigating some sudden market turbulence · At Any Rate · Sep 24
- Tight global crude and product supply, diesel near $6.50 and export ban risk, raise market stress.MOVE more important than VIX · Saxo Market Call · Sep 21
- Hormuz and Red Sea disruptions constrain Gulf oil exports, keeping oil prices elevated.Shashank Joshi on Why Russia Won't Invade NATO—Yet · The Good Fight · Sep 23
- Oil spikes above $100 reintroduce energy inflation, a risk to the market thesis.A Glimpse of What Happens When Oil Sells Off: Tech Stocks Rip · Rigatoni Capital Podcast · Sep 21
- The Iran conflict keeps oil elevated, and a resolution is uncertain before the midterms.The Bond Market Pain Isn't Over | Weekly Roundup · Forward Guidance · Sep 25
- Proposed diesel export restrictions would likely raise global prices and import costs for consumers.S15 EP171: Hour 1 - Trump, Xi, and Peace · The Erick Erickson Show · Sep 23
- Speaker argues the petrodollar system and wars drive energy-supply risk and depleted US oil reserves.Is It Too Late to Save the Financial System? · Peak Prosperity · Sep 23
- Refinery outages and Middle East tensions are driving fuel prices higher, with the strategic reserve drawn down.DOJ: Prosecutors Can't Jail Dealers Who Sell Handguns to 18-Year-Olds | The States · The States · Sep 21
- Oil price moves since February and record diesel prices are cited as the core driver of the inflation shock."Inflation Is Still Winning" - The Fed Raises Rates for the First Time Since 2023 · Valuetainment · Sep 21
- Rising energy prices could push policy expectations and yields higher, creating downside risk.Market Resilience Isn’t Complacency · Thoughts on the Market · Sep 21
- Diesel prices up sharply and export restriction talk raises costs and inflation risk.Defense & Aerospace Report Podcast [Sep 27, ’26 Business Report] · Defense & Aerospace Report · Sep 27
- Hosts argue oil supply is strained by the Hormuz blockade, pipeline attacks, and reserve drawdowns, pushing prices higher.It Could Happen Here Weekly 251 · It Could Happen Here · Sep 26
- Higher oil prices from the Iran conflict feed inflation and yields, a key market risk.Market Starting To Crack Under High Bond Yields? | WMR 9 24 26 · Thoughtful Money with Adam Taggart · Sep 26
- Brent near $105 keeps inflation pressure elevated and feeds the rate-hike narrative.9AM HOUR: 5% Yields Watch; Tech Titans at Trump-Xi Dinner; Oracle's Data Center "Force" 9/25/26 · Squawk on the Street · Sep 25
- Oil near $98 and US gasoline up sharply; escalation risk remains around Hormuz.The Week: Trump vs the Press, Meta’s AI Win, and the Turning Political Tide · The Prof G Pod with Scott Galloway · Sep 25
- Brent crude above $108 added to the market selloff alongside the AI news.THE AI SLOWDOWN SHOCK: Why Tech Giants Just Agreed to Hit the Brakes! · Wall Street Truthbombs Podcast · Sep 22
- Oil fell on hopes for a US-Iran deal, though diesel export ban risks loom.OpenAI’s Latest Models, Bitcoin’s Recent Rally, Tech Portfolio Check 9/22/26 · Power Lunch · Sep 22
- Strait of Hormuz disruption and Iran standoff push petrol prices higher, feeding into inflation.Your AM Headlines + Why Interest Rates Keep Going Up · The Quicky · Sep 27
- La crisis global de combustible encarece la energía y erosiona márgenes de industrias dependientes del transporte.El motor matemático de los inversores profesionales · Café y Finanzas - By Rancel Solutions · Sep 21
- Middle East disruptions have pushed oil near $100 and gasoline prices higher, hurting the economy.Meta's Muse Agent Hits #1, Anthropic Eyes a $2T IPO, a Fed Hike & Shield AI at $20B | Trading Places Podcast Ep49 ft. Dan Gray (Odin) · trading places · Sep 24
- Speakers note diesel hitting $10 in California and Strait of Hormuz closure threatening supply.Max Blumenthal on His Iran Trip, Being Detained by Trump & the Globalist Chokehold on American Media · The Tucker Carlson Show · Sep 21
Mixed 28
- Oil prices are volatile with buffers drained, though Chevron is boosting supply and refinery output.Inside Chevron’s Massive Bet on AI & Energy | Fortune Daily · Fortune Daily · Sep 24
- UAE exit from OPEC gives flexibility, but Venezuela's possible exit has limited immediate supply impact.This Week in Business: Venezuela next out of OPEC? RAK’s ‘haunted’ palace and Amazon HQ rumours · This Week In Business · Sep 25
- Oil fell on Hormuz talks, but diesel shortages and Saudi shipments create conflicting pressures.Global Commodities: Day 31 and beyond · At Any Rate · Sep 25
- Supply losses and storage draws argue for higher oil, but jawboning and resolution hopes pushed prices down.Nasdaq Hits a Record High—But More Stocks Are Hitting New Lows · Know Your Risk Podcast · Sep 21
- Crude sold off this week but guest sees potential for higher prices amid Middle East conflict.TWIFO 515: Tech Explodes and Crude Sinks While the 10-Yr Yield Soars · The Options Insider Radio Network · Sep 25
- Oil drives yields, and possible Strait of Hormuz reopening could ease prices but is uncertain.Bond Yields Hit 2007 Highs, Costco Cashes In on Inflation · The Rundown · Sep 25
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- Crude near $92 with Strait of Hormuz disruption; officials expect prices to fall once the supply shock ends.Secretary Bessent: China Trade Extension & Economic Pressure On Iran · The Bret Baier Podcast · Sep 24
- Oil swung on Strait of Hormuz deal reports and renewed Houthi attacks, with supply worries offset by oversupply expectations.Closing Bell Overtime: Global Bond Rout Continues 9/24/26 · Closing Bell · Sep 24
- Crude oil eased somewhat, but diesel hit record highs and prices are not expected to fall sharply.UBS On-Air: Paul Donovan Daily Audio 'Spinning away from war?' · UBS On-Air: Market Moves · Sep 23
- Oil volatility tied to Middle East conflict and reserves, with refined product prices at multi-decade highs.Running the Gauntlet! · Benny & The Squirrel · Sep 21
- Possible Hormuz reopening pressured crude, but refined product shortages and diesel prices remain elevated.Enthusiasm for Meta's Muse reignites parts of AI trade · Saxo Market Call · Sep 22
- Pipeline attacks and record diesel prices hurt consumers, though Hormuz flows are recovering.Ten31 Timestamp: Revenge of the Nerds · TFTC: A Bitcoin Podcast · Sep 21
- Oil fell on Iran peace-talk hopes, but supply concerns and diesel prices keep the outlook uncertain.Closing Bell Overtime: Rising Yields Test the Market 9/25/26 · Closing Bell · Sep 25
- Oil is described as the energy base and its stockpiles are being drawn down amid conflict, with no clear directional call.A State of the World Address: The Climate Speech We'll Probably Never Hear | Frankly 160 · The Great Simplification with Nate Hagens · Sep 25
- Energy prices swung on Middle East tensions and possible export bans, with no clear direction.Strong Growth, Inflation = Fed on Hook for Hikes (E278) · DoubleLine Minutes · Sep 25
- Brent above $100 on Middle East conflict risk, seen as an upside inflation risk.Global Rates: DM inflation markets under higher real rates · At Any Rate · Sep 24
- Diesel export ban speculation creates uncertainty with possible inflation implications.UBS On-Air: Paul Donovan Daily Audio 'In bondage?' · UBS On-Air: Market Moves · Sep 24
- High oil prices feed inflation; the host expects supply or de-escalation could bring prices lower.Bitcoin Just Flashed a Sell Signal. Why I’m Still Bullish. · Less Noise, More Signal · Sep 24
- Elevated oil and diesel prices feed inflation but recent pullback and profit-taking suggest near-term retracement.9-23-26 Q&A Wednesday: Rates, Risks, & Record Highs · The Real Investment Show Podcast · Sep 23
- Oil is heavily crowded long, and current price spike is partly from the Iran war.Are Markets About to Take Off Again? | Macro Mondays: September 21, 2026 · Real Vision · Sep 21
- Canadian oil flows via US pipelines like Line 5 create supply vulnerability that could disrupt Ontario fuel.The Canada-US Trade War: A Bridge Too Far? w/ Jesse Huebsch · Decouple · Sep 25
- A diesel export ban is seen as likely to backfire, raising gasoline and international diesel prices.10AM Hour: China’s Xi Arrives at White House, Why A Diesel Export Ban Could Make Matters Worse, Fed’s Paulson Signals more Rate Hikes 9/24/26 · Squawk on the Street · Sep 24
- Diesel prices and refinery strikes raise supply concerns, but Zelenskyy says Hormuz matters more than Russian supply.An Exclusive Interview With Ukraine’s President Zelensky · The Journal. · Sep 23
- Ongoing oil crisis supports inflation and energy security themes but geopolitical fixes remain elusive.Rates Are Going Up. Are Canadian Dividend Stocks Still Safe? · In the Money with Amber Kanwar · Sep 22
- Oil fell about 5% but remains high and a re-escalation could push prices back up.Mega-Cap Tech Rally, Diesel Prices Hit Record High, East Coast Flight Disruptions 9/21/26 · Power Lunch · Sep 21
- Iran reopening Hormuz talk pressured oil, but supply risk premiums and diesel export curbs stay uncertain.11AM Hour: Microsoft Copilot EVP, Guardant Health CEO & Costco Jumps on Earnings 9/25/26 · Squawk on the Street · Sep 25
- Crude shipment volumes rose, yet supply contracts were canceled and pipeline repairs remain unresolved.US Takes Control of Greenland | Vance Rallies in Iowa | Toys R Us Enters Its Gilded Age | 9/21/26 · The A.M. Update · Sep 21
- Saudi pipeline restart and possible Yanbu exports could ease supply concerns, but timing is unclear.Morning Briefing: Elemental Royalty Announces US$290 Million Acquisition of Royalty and Streaming Portfolio · Mining Stock Daily · Sep 22
Neutral 4
- Oil retreats on diplomacy hopes and shipping dynamics, acting as a macro toggle for equities.9AM HOUR: Stocks Rally As Oil Retreats, Huang Slams AI "Doomsday Narratives," Paramount and WBD Surge 9/21/26 · Squawk on the Street · Sep 21
- Mentions oil cycles and Middle East conflict affecting energy investor interest.Episode 13 How Energy and Power are Key Bottlenecks for the AI Boom with James West · Altitude by Talon Podcast · Sep 24
- Brent crude slipping below $100 eased inflation and rate worries for markets.Market View: The Trillion-Dollar AI Spending Boom: Who Wins, Who Gets Disrupted? · Live Well with Michelle · Sep 24
- Discussed Venezuelan heavy crude infrastructure challenges and the costs of redeveloping reserves.Joel Litman: We Are NOT in an AI Bubble · Stansberry Investor Hour · Sep 22
Around it
Companies named
- Chevron 6
- ExxonMobil3
- Exxon Mobil3
- Saudi Aramco2
- Exxon1
- Valero1
Shows that covered it most
- Peak Prosperity5
- At Any Rate5
- Squawk on the Street4
- Power Lunch3
- Saxo Market Call3
- The Tucker Carlson Show2
Travels with
Themes in the same episodes, against chance.
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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