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
- 60
- Share
- 5.7%
- Shows
- 49
- Net sentiment
- +0.02
Down from 8.2% of episodes in the weeks before; net sentiment was +0.02.
Bullish 17Mixed 21Neutral 6Bearish 16
2 weeks
Share of each week's episodes, and net sentiment.
0%5%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 17
- Tight supply from Middle East conflict and Russian refinery losses supports elevated oil and diesel prices.Middle East supply concerns strengthen market for Russian oil · Oil Markets · Oct 1
- Deeper Permian zones show break-evens near or below $60 oil, supporting continued development economics.Why the Permian’s Next Big Play Is Deeper · ComboCast · Sep 30
- Hosts argue oil supply is constrained and prices stay high despite claimed normalization, with shortages looming.Surfing the 'Oil Glut': Satellites, Transponders, and the Commodities Info War · Multipolarity · Oct 1
- Diesel and middle distillate shortages from Russian export ban and Hormuz disruption support higher fuel prices.Daily Digest Oct 1: No Short-Term Fix to Diesel as Trucking Companies File Bankruptcy - Cleric Demands US Reparations in Iraq · Peak Prosperity · Oct 1
- Brent near $100, shrinking reserves and Hormuz disruption point to firm crude prices.Daily Digest Sep 30: Trump Unveils America.gov Chatbot as Europe Attempts to Ease Pump Prices - Is X Money After the Banks? · Peak Prosperity · Sep 30
- Refinery closures and fuel import dependence tighten supply, pushing fuel prices to historic highs.🚨 MIKE ARIZA: Is California’s Energy Agenda Helping China? The Refinery Crisis Threatening U.S. Military Readiness · Unleashing Intuition Secrets · Sep 30
Show 11 moreShow fewer
- Refining losses and 2 billion barrels of lost upstream output suggest tight supply and higher oil prices ahead.The Outlook for Energy and Natural Resources Stocks · Barron's Live · Sep 29
- Host expects oil and Brent-WTI spread tied to export ban and Strait disruption to keep pressuring markets and rates.Why the AI Winners May Not Be Big Tech · Know Your Risk Podcast · Sep 28
- G7 reserve release aims to cap prices, but Brent near $102 and diesel tightness point to continued pressure.Crosswire — October 04, 2026 · Crosswire · Oct 4
- Middle East crude flows reportedly near prewar levels, which hosts argue should ease gas prices.This is Why Iran is Endorsing Democrats · Ruthless Podcast · Oct 1
- Diesel price spikes and a plan to expand Canadian refining and production point to higher fuel demand and output.Bill Gates vs. Zuckerberg on AI, Madonna at the VMAs & Blue Jays Goodbyes · Scott Fox After 9 · Sep 28
- Brent crude above $100 for weeks is harming the Trump administration and supporting Iran's leverage.Trump’s Next War? Leaked Plans Reveal Escalation in Cuba and Iran · Drop Site Livestream · Sep 30
- International Petroleum's cash flow and Black Rod project benefit from higher oil prices and lower capex.Jim Gillies Tells Us How To Win With Hidden Gem Investing (Multibagger Returns) · Chit Chat Stocks · Sep 30
- Gasoline and diesel prices are at historic highs due to Gulf disruption, supporting oil prices.Mark Hertling: Trump on the World Stage is WAY Beyond Embarrassing · Impolitic with John Heilemann · Sep 28
- A possible diesel export ban would likely lift refiner margins, favoring Valero and Phillips 66.Micron Reports Results… And Sights & Sounds From Robinhood’s Hood Summit 9/30/26 · CNBC's "Fast Money" · Sep 30
- Oil prices fell as Strait of Hormuz flows recovered, easing inflation pressure."We Are Here as an Enabler of the Private Sector" – Julie Kozeracki, U.S. DOE EDF · C.O.B. Tuesday · Oct 2
- Expects energy supply-demand imbalance to push oil prices higher, favoring producers and infrastructure.He's Made Money On 95% Of His Deals (Here's How) | Christopher Zook · The Pomp Podcast · Sep 28
Bearish 16
- Oil majors face expanding liability exposure from climate suits and alleged misrepresentation, a downside risk for their shares.Can Big Oil Be Sued for Climate Change? The Suncor Case Explained | Daniel Farber · Climate Change, Environment, Science and the Law · Sep 28
- Speaker expects crude and diesel spikes to reverse as supply grows and demand falls.Deflation Is Coming — And Gold, Bitcoin & Copper Could All Get Hit · Wealthion · Sep 30
- Crude prices rising on Gulf tensions and failed Hormuz reopening talks.UBS On-Air: Paul Donovan Daily Audio 'Camels through the eyes of fishhooks' · UBS On-Air: Market Moves · Sep 28
- Supply risks from the Gulf conflict and shipping disruptions keep oil and diesel prices vulnerable to spikes.Stocks Rally as the Bond Market Revolts · Market Watch · Oct 4
- Strait of Hormuz disruption and tight diesel supply are driving crack spreads to extreme levels.The 10-Year Hit a 24-Year High. Nobody Is Buying Puts. Are You Watching the Wrong Market? · Excess Returns · Oct 3
- Oil above $100 on the Iran war raised fuel costs for cruise lines and pressured markets.What’s News in Markets: Nvidia’s Big Buyback, Cruise Comeback, Egg Glut · WSJ Your Money Briefing · Oct 3
Show 10 moreShow fewer
- Hosts note Brent above $106 and Middle East tensions leave economies exposed to oil shocks.Nvidia’s $235 Billion Bet: Confidence or AI Bubble Warning? · The Secret War on Cash · Oct 1
- Big banks forecast oil falling toward $85 WTI next year, below current prices.The Federal Reserve May Have Raised Interest Rates Just as Inflation Started Cooling · WorldviewTube · Oct 1
- Refined fuel shortages and stockpile hoarding are pushing Brent above $101 and diesel to records.BitLovin Daily | October 1 · BitLovin · Oct 1
- Hosts claim oil futures contracts are manipulated and no longer reflect physical supply, risking disruption.What Lurks Beneath the Surface? · Peak Prosperity · Oct 1
- Spot fuel price spike cost Carnival about $150M, a headwind to margins.Carnival (CCL): Absorbing a $150M fuel spike without hedges [Q3 2026] · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 30
- Strait of Hormuz disruption keeps oil elevated, with effective costs far above the quoted barrel price.Bond Market Turning Point: Why Jim Bianco Just Flipped After 5 Years · The David Lin Report · Sep 29
- Hormuz flows near pre-war levels could add supply and pressure oil prices lower.Morning Briefing: Hercules Metals Intersects 0.58% CuEq over 287 m · Mining Stock Daily · Sep 30
- Brent above $106 and diesel export ban talk raise costs and feed inflation for consumers.9AM HOUR: Nvidia Adds $150B to Stock Buyback; Oil Prices and Yields Surge; MongoDB CEO Leaves for Meta 9/28/26 · Squawk on the Street · Sep 28
- Rising oil and diesel prices from the Iran conflict strain consumers and bonds.Trump Meets Anthropic CEO; Rejects Iran’s Latest Offer · Balance of Power · Sep 28
- Speakers claim oil executives are exploiting a war to raise energy prices sharply for consumers.Mass Deception - How (And Why) The Fourth Estate Is Failing the Country · Peak Prosperity · Oct 1
Mixed 21
- Hormuz disruption supports prices, but OPEC+ spare capacity and possible reopening could pressure them later.Oil & Gas Investing: Iran, Strait of Hormuz, OPEC+, and the Shale Revolution (with Robin Mills) · The Wealth Elevator Podcast: Real Estate, Taxes, Investing · Sep 29
- Hosts see oil supply tightness and volatility persisting, though forward prices point lower and margins matter more.Brent Hits $108, Diesel Export Ban Pushback & Behind the Meter Power Goes Big | BDE 09.29.26 · Big Digital Energy · Sep 29
- Oil shock from Hormuz disruption is seen as temporary at the front end but supply-driven, with selective stock picking needed.The Energy Trade Isn’t Over, It’s Changing: What to Buy Now · In the Money with Amber Kanwar · Sep 29
- Oil fell on Hormuz flows and Saudi pipeline recovery, but a diesel export ban could backfire on gasoline and supply."You Have to Be Willing to Change Strategy" – Scott Sheffield, Author of "From Tehran to the Permian" · C.O.B. Tuesday · Sep 30
- Oil near triple digits and high tanker rates raise costs, though supply has largely recovered from Middle East disruptions.11AM Hour: FTC Investigates AI Companies, Nike Earnings on Deck & Former Fed Vice Chair Alan Blinder 10/1/26 · Squawk on the Street · Oct 1
- Tight prompt crude and disrupted flows support prices, yet a steep futures curve signals the squeeze may ease.Burnham declares end of Thatcherism. Micron earnings on tap. · Saxo Market Call · Sep 30
Show 15 moreShow fewer
- Oil prices pulled back on supply rerouting, but hosts flagged Hormuz uncertainty and tanker attacks as ongoing risk.Global Macro, BTC Institutional Adoption, Anthropic IPO | BMTV Sep. 30, 2026 · Bitcoin Magazine Podcast · Sep 30
- Middle East uncertainty leaves oil outcomes wide-ranging, from $80 to $120, with refined diesel prices a rising concern.Mohamed El-Erian: America Is Exporting Its Debt Crisis · One Decision · Oct 1
- Venezuelan output barely moved while Saudi exports resumed; supply disruptions remain a factor.Libre News of The World. Thursday 1st of October 2026 · Libre News of The World · Sep 30
- A resolution to the Gulf conflict could drive down oil prices, lowering inflation and boosting real incomes.UBS On-Air: Paul Donovan Daily Audio 'The power of saving more, or less' · UBS On-Air: Market Moves · Sep 30
- Oil sold off on fundamental worries about the global deficit and China demand, though energy equities look attractive to one host.Welcome to Funky Town! · Benny & The Squirrel · Sep 28
- Iran supply disruptions persist, with a possible diesel export ban raising upside price risks.Nvidia’s Record Buyback, SpaceX Starship Rocket, Graco CEO Interview 9/28/26 · Power Lunch · Sep 28
- Iran talks and diesel export ban ideas create volatile oil prices with uncertain supply relief.Nvidia’s Security Push, Consumer Conundrum, and the Diesel Divide 9/28/26 · The Exchange · Sep 28
- Oil stuck near $100 despite flows recovering, with renewed strike risk keeping markets uneasy.9AM HOUR: Playbook for Q4 and October, Micron CEO Exclusive, Bond Sell-off Accelerates 10/1/26 · Squawk on the Street · Oct 1
- Strategic reserve release is short-term relief; diesel and distillate tightness likely persists.Defense & Aerospace Report Podcast [Oct 04, ’26 Business Report] · Defense & Aerospace Report · Oct 4
- G7 stock releases pushed crude below $90, but physical tightness and supply uncertainty persist.Nasdaq Hits Record After Soft Jobs Report… And The Fed’s Next Move After Jobs Report 10/2/26 · CNBC's "Fast Money" · Oct 2
- Oil price swings and the oil-to-gas ratio shape petrochemical competitiveness, with prices volatile but favorable to US producers.Episode 14: From Soviet Siberia to Wall Street: Sergey Vasnetsov's Path Into Chemicals · Altitude by Talon Podcast · Oct 1
- Oil drives inflation fears and yields; a durable end to the Iran conflict could lower oil and yields.Oil Drops, Yields Jump, Warsh Punishes The Economy, and The Housing Market Freeze | Money Moves · Millionaire Mindcast · Sep 30
- Saudi pipeline exports recovering eases supply worries, but Hormuz disruption and Iran tensions persist.Daily Digest Sep 29: Anthropic Records $42 B Loss, OpenAI Scraps Astra, Taxpayers Paid $600 M for Vaccine Data They Can't Get · Peak Prosperity · Sep 29
- Host discusses fuel supply pressure from the Iran war and China's refined fuel exports.Wed Episode #2362: COVID Bonuses Rewarded Diagnosis, Ventilation and Death · The REAL David Knight Show · Sep 30
- Hormuz disruption threatens supply while Italian fuel caps and refinery closures shape fuel prices.Daily Digest Sep 28: Trump's FDA Pick Says Vaccines Safe and Effective, Italy Caps Fuel Prices, Gates Says AI Can Kill Billions · Peak Prosperity · Sep 28
Neutral 6
- Discussed mainly as the history of oil macro eras and Pioneer's strategic decisions, not as a market call.EP230: Long Takes From The Road: CEOs and Strategy Change · Super-Spiked Podcast · Oct 3
- Hosts discuss ExxonMobil's presentation and oil prices amid the Iran war, mostly in jest, without a clear investing lean.Anatomy of a Trade: Exxon Mobil | Robert & Kalyn GET RICH! comedy podcast | EP-105 · Robert and Kalyn GET RICH! · Oct 1
- G7 and U.S. pressure for diesel reserve releases push prices lower near term, with refill demand later.10AM Hour: G7 To Release 100M Barrels of Oil, Nike Goes off Track, Goldman’s First Reaction to Jobs Report 10/2/26 · Squawk on the Street · Oct 2
- Discussed as a background factor, with OPEC output below pre-conflict levels and pipeline disruptions.The $100 Retracement: Dollar Strength and Rising Yields Pressure Gold · The Pod of Gold · Sep 28
- Crude oil near $91 is discussed as a daily market driver with headline-driven swings.10-Year Yield Tap 24-Year Highs; MU Earnings, AMZN & CEG Deal Power AI Stocks · Schwab Network · Oct 1
- WTI futures reported factually.NWPPA Morning Brief - Wednesday, September 30, 2026 · NWPPA Morning Brief · Sep 30
Around it
Companies named
- Chevron 3
- Suncor 3
- Valero3
- Canadian Natural Resources2
- Diamondback2
- Carnival 2
Shows that covered it most
- Peak Prosperity6
- Squawk on the Street4
- UBS On-Air: Market Moves2
- C.O.B. Tuesday2
- CNBC's "Fast Money"2
- Balance of Power1
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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