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
- 79
- Share
- 8.0%
- Shows
- 64
- Net sentiment
- −0.03
Up from 7.0% of episodes in the weeks before; net sentiment was +0.02.
Bullish 29Mixed 18Neutral 1Bearish 31
3 weeks
Share of each week's episodes, and net sentiment.
0%5%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 29
- Flows have recovered toward normal and a glut narrative is dismissed, supporting oil prices despite still-elevated risk premium.EP231: Good Call Bad Call FAQ on Oil Markets · Super-Spiked Podcast · Oct 10
- Host argues low reserves and hurricane disruption will push oil and fuel prices higher.CHEVRON JUST GAVE AMERICA A WARNING · IAllegedly · Oct 11
- Permian and Guyana growth lifts ExxonMobil's oil output, supporting its production and cash flow outlook.Gimme Three Steps – How the Permian, Guyana and LNG Are Reshaping ExxonMobil's Upstream Portfolio · RBN Energy Blogcast · Oct 6
- Brent near $101 on Gulf infrastructure risk, though stock releases ease some supply anxiety.Yemen Launches Offensive as Houthis Target Saudi Oil · Epic Fury: The US-Iran War Podcast · Oct 5
- Strait of Hormuz flows appear constrained, tightening global crude and refined fuel supply.Intel Update - Oct. 10 - Digging Deeper · S2 Underground · Oct 11
- High oil prices boost American producers and their shareholders more than they hurt consumers.Money Supply Growth And Stock Markets: Where The Cash Flows · Felix Nikolas Prehn's Podcast · Oct 8
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- Attacks on Aramco and Strait of Hormuz disruptions tighten oil supply and support prices.LONDINIUM CHRONICLES PART 1 - Saudi Arabia And Energy Warfare · The John Batchelor Show · Oct 5
- Hormuz disruption, Saudi infrastructure strikes and fuel stockpile depletion point to tighter crude and diesel supply.Iran Strikes Before Midterms? Yemen Punishing KSA, East Africa Regional War, Oil Crisis Update, & MORE! WWN Ep. 185 · World War Now Podcast · Oct 11
- Wars and damaged refineries pushed fuel prices up faster than crude, widening refiners' margins.What’s News in Markets: Refiners Cash In, AI Stocks Wobble, Homebuilder Blues · WSJ Your Money Briefing · Oct 10
- Physical oil costs far exceed futures prices, with supply losses and high diesel prices pointing to elevated energy values.SpaceX’s Starlink Push, The Real Price of Oil, and the NBA’s Big Bet 10/9/26 · The Exchange · Oct 9
- Brent and WTI prices are surging amid geopolitical supply risks.Oil and Gas This Week | Oct 9 2026 | Ep 412 · Oil and Gas This Week · Oct 9
- Escalating Middle East attacks pushed energy prices higher, lifting oil markets this week.A Fête Sans Tech (E280) · DoubleLine Minutes · Oct 9
- Hosts argue diesel tightness from Russian refinery strikes and lost supply will keep prices elevated and favor refiners.The Diesel Reckoning: Why Refineries Trump Politics · Energy News Beat Podcast · Oct 8
- Ongoing Gulf supply disruption and tight spare capacity point to higher oil prices.Oil Spike, The Technical Take, and Oppormunities 10/8/26 · The Exchange · Oct 8
- Hormuz disruption and damaged Saudi facilities keep oil supply tight and prices above $100.Houthis at the Gates | Iran's Hormuz Game | NATO Eyes Kaliningrad · Conversations Among The Ruins · Oct 7
- Strait of Hormuz disruption and refined product shortages keep oil and fuel prices elevated.Jim Rickards: Washington Needs Inflation, Here's Who Pays · Kitco NEWS · Oct 5
- Iran war and Hormuz closure keep Brent near $100, raising energy prices and costs for importers.France’s Unrest, Middle East Wars, Trump and Greenland, Resisting DOGE · Fareed Zakaria GPS · Oct 11
- Panel expects geopolitical premium and diesel strength to persist, keeping oil and fuel costs elevated.Trump strikes Russian diesel deal... And Apple’s latest iPhone woes 10/9/26 · CNBC's "Fast Money" · Oct 9
- Oil above $90 and rising insurance and charter costs support energy producers and refiners.Stocks Fall As Oil Spikes… And White House CTO On Trump Science Summit 10/8/26 · CNBC's "Fast Money" · Oct 8
- Oil flows from the Middle East recovering and diesel prices easing point to supply improving and prices peaking."I Call Myself A Drill Baby Drill Democrat" – Rep. Jon Rosenthal, Candidate for Texas Railroad Commissioner · C.O.B. Tuesday · Oct 7
- Aramco's CEO says global oil cushions are thin, implying supply tightness and firm prices during the Iran conflict.Pepsi Earnings, Saudi Aramco on Oil, Plague in Siberia, & Sorkin's UB Talk: TWSS 46 - 10.5.2026 · Sift Stack · Oct 6
- Depleted emergency stockpiles and Hormuz disruption keep supply tight and pressure oil and fuel prices upward.The Daily Allocator: Aramco warns the oil cushion is gone; DeepSeek nears a bigger round; Pension funds cut US stocks over AI · The Angus Briefing · Oct 6
- Oil above $100 from Middle East conflict drives input costs and inflation higher.Rate Hikes And Oil Shocks: Why Central Banks Are Buying Gold · Felix Nikolas Prehn's Podcast · Oct 10
- Middle East supply disruptions and slow inventory rebuilding keep crude prices elevated for a long time.Bond Market Dominoes: The Path to 6% Rates with Peter Boockvar · RiskReversal Pod · Oct 9
- Brent above $100 and soaring physical shipping costs signal tight oil supply.Tech’s Record Rally, Assessing Amazon’s Valuation, Global Energy Uncertainty 10/7/26 · Power Lunch · Oct 7
- Diesel supply losses from Russia and Middle East disruptions are lifting fuel prices and inventories are low.Bond Bull, Un-Freezing Housing, and Under-the-Radar AI Names 10/7/26 · The Exchange · Oct 7
- Host expects refinery readjustment and reserve refilling to bring fuel prices down next year.Jeff Zylestra e28-Wall Street's Next Big Crypto Move Could Change Everything · Winning With Winans! · Oct 9
- Iran tanker attacks and a Gulf hurricane pushed crude above $90 with a sticky risk premium.Closing Bell Overtime 10/8/26 · Closing Bell · Oct 8
- Crude above $90 and energy sector strength make oil-linked stocks winners, especially refiners.The Rally and Rising Rate Risk 10/8/26 · Halftime Report · Oct 8
Bearish 31
- Host argues OPEC manipulates supply and prices, hurting US consumers and oil-market stability.American Power Extra: Could the Americas Become Energy Independent? · American Power · Oct 9
- Saudi oil interests are shaping climate mitigation policy to slow fossil fuel reduction, implying sustained oil demand.Climate Action Delayism: An Investigation into Saudi Aramco’s Influence in the IPCC · The Echo Chamber from Tortoise Shack · Oct 8
- Crude remains near $100 with depleted inventories, supply exposure, and OPEC+ losing influence over prices.Global Economy Faces New Test with $100 Crude · Global Business insights · Oct 7
- Refined product shortages and depleted reserves keep prices high with no quick relief.How a Boeing jet survived a nosedive at extreme speed · Apple News Today · Oct 5
- Middle East attacks and tight physical supply keep crude elevated with no clear path lower.Investing Outside Big Tech, Oil Prices Rally, Powering AI Infrastructure 10/8/26 · Power Lunch · Oct 8
- Guest expects crude to keep ratcheting lower toward the low 70s, with put positioning.TWIFO 517: The Storm Rages On in Equities, Energy and Metals · The Options Insider Radio Network · Oct 9
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- Cramer says high oil prices have pressured FedEx and Boeing shares.CNBC Investing Club: Cramer’s Morning Take on Kimberly-Clark 10/9/26 · Squawk on the Street · Oct 9
- Strait of Hormuz closure and Middle East damage are tightening supply and raising energy prices.Women Who Mean Business & Houston Energy in Focus · HBJ On The Record · Oct 9
- Hurricane shut-ins and low diesel stocks point to tight fuel supply and higher heating oil costs.Hormuz Shuffle, Canada Loosing Jobs, Are we seeing the End of NATO? · Energy News Beat Podcast · Oct 9
- Brent near 104-106 on tanker attack and hurricane production cuts, raising energy costs.Meanwhile, back in the Gulf · NAB Morning Call · Oct 8
- Record high oil prices from Iran war supply squeeze weigh on growth and sentiment.AM 08 Oct 26: ASX under pressure as Wall Street retreats · CommSec Market Update · Oct 7
- High fuel and diesel prices are seen as sticky, pressuring consumers, farmers and the broader economy.Behind America’s jobs report is a labor market being reshaped · AMERICA OUT LOUD PODCAST NETWORK · Oct 6
- Host notes crude prices above $100 and links them to Middle East conflict disruption.America's Truckin' Network -- 10/6/26 · 700 WLW On-Demand · Oct 6
- Oil prices jumped on renewed Iran hostilities and Strait of Hormuz tanker disruptions, pressuring costs across the economy.10AM Hour: Pepsi CEO on Earnings, High-Rate Playbook for Banks, Skydance CEOs on Financial Outlook & Content Strategy 10/8/26 · Squawk on the Street · Oct 8
- Strait of Hormuz tanker attacks and Houthi strikes push Brent above $105, raising supply risk and volatility.11AM Hour: Goldman Sachs Chief U.S. Equity Strategist, Midterm Elections Impact on the Market & Micron to $3,000? 10/8/26 · Squawk on the Street · Oct 8
- Brent and WTI rose on Iran strike fears and hurricane supply disruption.America's Truckin' Network 10/9/26 · America's Truckin' Network · Oct 9
- Renewed US strike risk on Iran lifts crude prices, raising inflation and market pressure.Rising yields, AI momentum and media industry challenges 10/8/26 · Morning Call · Oct 8
- Oil rallying on Middle East tensions is inflationary and pressures risk-on assets like crypto.Samsung partners with Solana to bring USDC to 82 million Galaxy devices · Rise Up Media · Oct 8
- Iran losing oil revenue and G7 releases of barrels do little to ease high oil and diesel prices.Nike in Freefall, OpenAI Fires Spies, & G7 Dumps 100M Barrels | PBD #867 · PBD Podcast · Oct 5
- Diesel shortages and emergency releases raise physical input costs and inflation pressure across the build-out.The Price of Speed: Who Pays for the AI Boom? · The AI Supercycle · Oct 8
- Iranian attacks on Strait shipping lifted crude and raised inflation concerns.9AM HOUR: Faber Exclusive With Skydance CEOs, Crude Oil Surges, Yields and the 'Waller Effect" 10/8/26 · Squawk on the Street · Oct 8
- Oil near $100 weighs on inflation, yields and smaller companies until prices ease.Why The S&P Just Hit A Record High — Despite Soaring Yields · Prof G Markets · Oct 7
- Diesel at record highs strains businesses and tax relief measures offer little real offset.Why Bank of America says the end of AI capex's 'easy money' is coming · The 8:30 · Oct 6
- Refinery attacks and Red Sea disruption could sharply raise oil and diesel prices.Martin Armstrong #1468 · Coffee and a Mike · Oct 6
- Oil and diesel price spikes from the Middle East conflict push up inflation and bond yields.5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78 · The Real Eisman Playbook · Oct 5
- Delayed approvals for Rosebank and Jackdaw frustrate the company's oil asset progress.ORCADIAN ENERGY PLC - Update on the Earlham Gigagrid project · Investor Meet Company - Audio Archive · Oct 8
- Brent near 105 with a wide spread to WTI driven by Iran tensions; supply risk persists.Defense & Aerospace Report Podcast [Oct 11, ’26 Business Report] · Defense & Aerospace Report · Oct 11
- Renewed Strait of Hormuz tensions and tanker attacks keep oil prices volatile and inflationary.126: Saying It Out Loud · This Week in Bitcoin · Oct 7
- Strait of Hormuz disruption raises oil and insurance costs and threatens sustained shipping flows.Politics Chat, October 6, 2026 · Politics Chat · Oct 7
- Diesel prices up about 70% since the Iran war could stay high through 2027, straining consumers and industrials.S&p 500 Hits Record High… And 10/6/26 · CNBC's "Fast Money" · Oct 6
- Diesel prices hit record highs amid Russia-Ukraine and China export disruptions, pressuring costs.NTD Evening News Full Broadcast (Oct 06) · NTD Evening News · Oct 7
Mixed 18
- Oil prices near $100 boost returns but raise inflation risk; break-even and price swings drive the investment outcome.How Oil Wells Generate Monthly Income and Big Tax Deductions | Courtney Moeller · Rental Property Owner & Real Estate Investor Podcast · Oct 5
- Crude hovers near $100 while a price crash after peace is also possible; OPEC weakened by UAE exit.How China Changed the Oil Market—and the Iran War · The Long Game with Jake Sullivan and Jon Finer · Oct 8
- Crude flows through Hormuz and China's buying drive tanker demand, but supply disruption also creates volatility and risk.The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom) · Monetary Matters with Jack Farley · Oct 6
- Higher oil prices from the Gulf War raise gasoline costs and political pressure, possibly hinting at settlement.UBS On-Air: Paul Donovan Daily Audio 'Managing expectations' · UBS On-Air: Market Moves · Oct 7
- Middle East oil flows are normalising, but attacks and shipping risks could spike prices.House View Daily | Building resilience to navigate market risks · UBS On-Air: House View · Oct 5
- Middle East conflict and oil supply drive yields and inflation, with a deal's timing highly uncertain.AI Is Propping Up the Economy. The Fed Could Break It. · Wealthion · Oct 9
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- Oil prices are the key swing factor for inflation, rates and recession risk.The Alt(man)ernative Narratives · Behind the Markets Podcast · Oct 9
- Russian diesel supply deal may ease prices, but feasibility is doubtful and the hurricane adds supply risk.Closing Bell Overtime 10/9/26 · Closing Bell · Oct 9
- Energy swings sharply on geopolitical headlines about oil supply, with money rotating in and out weekly.Tech Takes The Lead: Is This Sector Rotation Here To Stay? · Investing With IBD · Oct 7
- Gasoline prices and Gulf oil supply drive Trump's Iran decisions, with partial recovery in Arab output.Amb. John Bolton on Trump, the Iran War, China & America’s Alliances · The Burn Bag Podcast · Oct 6
- Brent near $100 supports inflation risk, though inventory releases offer tactical relief.Charter House Rules - Ep 3 | A Tax, Not a Verdict · Charter House Rules · Oct 8
- Oil prices are falling from elevated levels, with the host attributing the spike to Middle East conflict.America's Truckin' Network -- 10/6/26 · America's Truckin' Network · Oct 6
- Gulf exports are recovering toward pre-war levels, but physical barrels cost more and risks remain.Guidelines for AI, Middle East Oil Flows, State of the Retail Trade 10/5/26 · Power Lunch · Oct 5
- Crude flows have recovered, but refining and diesel shortages could keep inflation elevated.Is it Time to Buy Bonds? - Why 5% Treasury Yields Aren't Scary, the Hyperscaler Debt Binge and the Bank of England's QT U-Turn with Marcus Ashworth · Hypernormal Investing: Growing Capital & Protecting Wealth Amid Radical Uncertainty · Oct 7
- Hormuz shipping disruptions and high costs keep oil supply risks elevated, though flows are partly normalizing.Europe wobbling again as US posts another all-time high. · Saxo Market Call · Oct 7
- Crude near $100 on renewed tanker attack risks despite supply recovery.AI, crypto and market breadth drive the trading day 10/7/26 · Morning Call · Oct 7
- OPEC+ holds output steady while Gulf conflict limits real supply despite Brent above 100 dollars.Libre News of The World. Wednesday The 7th of October 2026 · Libre News of The World · Oct 6
- Oil has eased, but Russia-Ukraine refinery attacks keep diesel and refiner margins elevated.S&P Hits New Record, Doing Business with Bots, Global Market Opportunities 10/6/26 · Power Lunch · Oct 6
Around it
Companies named
- Saudi Aramco 8
- Chevron 4
- Marathon Petroleum3
- Aramco2
- Valero2
- Phillips 662
Shows that covered it most
- Power Lunch4
- Squawk on the Street4
- CNBC's "Fast Money"3
- The Exchange3
- America's Truckin' Network2
- Morning Call2
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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