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
- 71
- Share
- 6.9%
- Shows
- 56
- Net sentiment
- +0.26
Down from 7.3% of episodes in the weeks before; net sentiment was 0.00.
Bullish 32Mixed 22Neutral 3Bearish 14
4 weeks
Share of each week's episodes, and net sentiment.
0%5%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 32
- Oil above $100 and flush cash flows give upstream and downstream companies room to act countercyclically.EP232: Cash Is King · Super-Spiked Podcast · Oct 17
- Smead argues Canadian oil producers generate strong free cash flow and returns, making them attractive despite oil volatility.He Got Canadian Energy Right. Here's What He's Saying Now · In the Money with Amber Kanwar · Oct 13
- Refined product margins are at highs and refiners are soaring as diesel supply stays tight.Rising Oil Tensions, AI Agent Oversharing 10/12/26 · Squawk Pod · Oct 12
- Strait disruptions and shrinking inventories keep the oil curve tight, with pressure building further out.Apple Is Worth $4.5 Trillion. Can the Fundamentals Catch Up? · Know Your Risk Podcast · Oct 12
- Argues diesel and oil prices stay high from shortages and London pricing control, favoring energy supply.Monday Brief: Did Trump and Putin Just Kill London’s Oil Game? · Promethean Updates · Oct 12
- Refining cracks and supply disruption from Hormuz and Russia suggest energy stocks stay attractive despite high prices.CITY NATURAL RESOURCES GROWTH AND INCOME PLC - Investor Presentation · Investor Meet Company - Audio Archive · Oct 16
Show 26 moreShow fewer
- Aramco warns of a multi-billion barrel inventory deficit requiring around two years to rebuild.Houthis Hit Riyadh, Aramco Sounds the Alarm & Trump Buys Russian Diesel | BDE 10.13.26 · Big Digital Energy · Oct 13
- Attacks on Saudi infrastructure and Russian refinery strikes keep oil and diesel prices elevated, with physical shipping costs far above futures.10AM Hour: Middle East Attacks Rattle Energy Markets, Social Security Commissioner, iPhone Demand Slowdown? 10/12/26 · Squawk on the Street · Oct 12
- Shipping disruption and attacks on infrastructure suggest hidden costs and supply risk that could lift oil prices.Power Lunch 10/12/26 · Power Lunch · Oct 12
- Crude and Brent are up sharply on Middle East risk premium and supply uncertainty, with no resolution in sight.The Futures Rundown 95: We Owe It All To The Meats!! · The Options Insider Radio Network · Oct 15
- Global oil inventories are depleted and diesel tightness may last into 2027, supporting prices.FTM 520: The Inflation Trap (War, Rising Prices & the October Surprise) · Follow the Money with Jerry Robinson · Oct 14
- Diesel and crude supply tightness from Hormuz and refinery strikes pushes prices higher.Après Trump · Geopolitical Cousins · Oct 14
- Diesel and crude supply stay tight and prices remain elevated amid the Middle East conflict.Attacks in Saudi & Fanatics Goes All-In on Gambling 10/14/26 · Squawk Pod · Oct 14
- Tight diesel and crude markets and OPEC's inventory rebuild outlook support elevated energy prices.Applied Materials’ $5 billion AI lab aims to cut chip development time in hal... · Skyler's Money Matters · Oct 13
- Strikes on Gulf and Red Sea routes threaten supply, pushing oil and fuel prices higher.Is Trump About to Expand the Iran War? Admiral Stavridis Weighs In · The Smerconish Podcast · Oct 12
- Brent briefly hit $110 on Hormuz tanker attack and Ukrainian strikes on Russian oil infrastructure.Zelensky claims Starlink restrictions were deliberate; Protests flare up across France, and more · The World in Brief from The Economist · Oct 18
- Brent crude briefly hit $110 a barrel on Ukrainian attacks and Middle East escalation.A lousy week for tech stocks; Trump’s press secretary is out, and more · The World in Brief from The Economist · Oct 17
- Guests remain bullish on energy and oil prices despite skepticism about Middle East peace deals.the call: Monday 12 October · The Call from ausbiz · Oct 12
- Offshore supply and drilling fleets are cheap versus replacement cost with tightening supply and demand.Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLC · Monetary Matters with Jack Farley · Oct 12
- Short-term oil spike seen as temporary logistics issue, with US supply expected to ease the terror premium.Tech Stock Rotation: What It Means for Retirement Income · The Tom Dupree Show · Oct 17
- Refinery strikes and high diesel prices point to tighter fuel supply, supportive for oil prices.October 16th, 2026: Ukraine Resumes Russian Oil Strikes & Moscow's Massive New Drone Base · The President's Daily Brief · Oct 16
- Strait of Hormuz and Middle East attacks keep physical oil costs elevated, though futures may ease.Reaction to PPI Data, TeraWulf CEO Interview, Global Energy Markets 10/15/26 · Power Lunch · Oct 15
- Iranian tactics aim to keep energy prices elevated by disrupting Hormuz shipping.PDB Afternoon Bulletin | October 15th, 2026: Trump May Unleash the "Mother of All Bombs" on Iran & Hundreds of U.S. Troops Sent to Panama · The President's Daily Brief · Oct 15
- Threats to Gulf energy infrastructure and Hormuz shipping could tighten oil supply and lift prices.The Rest of the World Report | October 12, 2026 — Morning Edition · The Rest of the World Podcast · Oct 12
- Elevated crude prices and energy stocks at highs suggest continued upside for energy names amid geopolitical risk.If Not Now, Then When Will These AI Companies Go Public? · RiskReversal Pod · Oct 12
- Hosts see deferred oil futures in a bull market and Middle East escalation as a likely upside driver.AI STORY ALREADY DIED · The Market Huddle · Oct 17
- Strait of Hormuz disruptions and tight diesel inventories point to higher energy prices.Goldman Sachs CEO, The Debt Dilemma, and Open A-Spy? 10/14/26 · The Exchange · Oct 14
- Brent near $107 after Houthi strike on Riyadh airport raises supply risk and shipping costs.9am Hour: Bull Market Turns 4, Starbucks/Chipotle Update, AI Deals in the Works? 10/12/26 · Squawk on the Street · Oct 12
- Jones is long oil and expects prices could rally another $20 to $25 amid Middle East tensions.Paul Tudor Jones’ Call for 2027 & Vibes 10/13/26 · Squawk Pod · Oct 13
- Strikes on Russian refineries and Houthi attacks on Aramco keep oil supply pressure elevated.11AM HOUR: Squawk on the Street 10/15/26 · Squawk on the Street · Oct 15
- Strait of Hormuz disruption raises energy prices that Americans are paying at the pump.Amb. Wendy Sherman: The Iran Nuclear Deal, Trump’s War & What’s Next · The Burn Bag Podcast · Oct 13
- Rising fuel prices strengthen demand for the company's efficiency product that cuts consumption.Sulnox expands shipping footprint as it targets North American fuel markets · Proactive - Interviews for investors · Oct 12
Bearish 14
- Host warns oil price spikes and supply control by elites will cause widespread harm and economic damage.Who Controls the World's Energy? Oil Pipelines, Baku, Russia, Germany -Worldwide Kill Box · Psychopath In Your Life with Dianne Emerson · Oct 15
- Geopolitical risk premium on crude from attacks near Saudi Aramco and Hormuz traffic.Missiles, Diesel and the Working Week: The Price of Risk · The Economic DNA of Nations · Oct 16
- Saudi production disruption risk and rerouting through the Red Sea add cost and uncertainty to crude flows.☢️ WATCHDOG NEWS — 10/14/2026 TWO STRAITS, ENERGY CRISIS, AND AMERICA’S POWER GRID UNDER PRESSURE · Watchdog News Report · Oct 14
- Host argues Russian diesel supply will gradually push down diesel prices and challenge refiners' pricing power.Wake Up & Smell the Diesel · This Week in Geopolitics · Oct 12
- Attacks on Saudi infrastructure and Gulf routes threaten supply, and oil could move higher.The Bull Market Turns Four, Energy Headwinds, and Isaacson on AI Safety 10/12/26 · The Exchange · Oct 12
- Houthi attacks on Saudi Arabia lifted Brent crude, raising supply disruption and inflation risks.Holiday Markets; Musk Chips; Trump Poll; BYD Shares; Cyberleek Memecoin; Amazon Decart; Oil Prices; Volkswagen Deliveries; Stock Movers · The Daily Business & Finance Show · Oct 12
Show 8 moreShow fewer
- Brent near $110 on Iran and Hormuz escalation adds war premium and inflation pressure.Coreweave’s Impact On AI Trade… And Netflix Results On Deck 10/16/26 · CNBC's "Fast Money" · Oct 16
- Oil price pass-through is raising gasoline and transport costs and squeezing consumers.UBS On-Air: Paul Donovan Daily Audio 'Inflation you can’t believe in' · UBS On-Air: Market Moves · Oct 14
- Middle East disruption and the Strait of Hormuz closure have tightened fuel supply and raised risks.Energy demand: what customers need now · The Energy Podcast · Oct 13
- Hosts blame the Iran conflict and disrupted oil flows for higher diesel and gas prices.Anthropic Won. Thirty-One States Have Laws on AI. Congress Has Done Nothing · With All Due Respect · Oct 12
- Brent near $110 with Iran conflict adds inflation pressure and recession risk.CoreWeave Bond Yields EXPLODE, Anthropic Numbers DISAPPOINT, Fed Hikes Again? | Basis Points · Basis Points · Oct 17
- Iran war disruption keeps diesel and gasoline prices elevated with no near-term relief.#421 Chris Whalen: Double-Digit Inflation, Falling Home Prices & a Fed Forced to Hike · The Julia La Roche Show · Oct 17
- High jet fuel prices tied to Middle East conflict pressure airline earnings until oil eases.the call: Wednesday 14 October · The Call from ausbiz · Oct 14
- Brent and WTI above 100 and elevated jet fuel crack spreads pressure airlines and the broader economy.Defense & Aerospace Report Podcast [Oct 18, ’26 Business Report] · Defense & Aerospace Report · Oct 18
Mixed 22
- Crude supply is down from Gulf disruptions, yet flat price moves are muted and the outlook is contested.Hormuz on edge, cautious signals beneath the surface. · Trade with Conviction · Oct 15
- Speakers see prices high but the post-crisis glut and OPEC's fragmentation pointing to a possible surplus.Why Oil Hasn't Hit $200—and What Happens Next | Javier Blas · Oil Ground Up · Oct 14
- OPEC cut demand growth yet supply shock from Hormuz keeps fuel prices elevated, leaving the outlook split.The Evening Allocator: OPEC trims its oil demand forecast; Italy's deficit exit in doubt; China frees up local borrowing room · The Angus Briefing · Oct 12
- Oil supply disruption from Iran and long-term supply potential pull in opposite directions on prices.Episode 5: Scott Sheffield – Lessons from Building a Shale Giant · Barrels to Bytes · Oct 13
- Diesel supply deal unlikely to move prices meaningfully, while Iran deal prospects look distant.UBS On-Air: Paul Donovan Daily Audio 'The Fast and the Furious' · UBS On-Air: Market Moves · Oct 12
- Crude supply proved resilient despite Hormuz disruption, but buffers are drawing down and refined products remain strained.275: How Geopolitics Is Redefining Defense, Energy, Technology and Global Markets · The Bid - An Investing Podcast from BlackRock · Oct 16
Show 16 moreShow fewer
- Diesel price impact limited, but Ukrainian strikes on Russian refineries weaken the political narrative around the US-Russia deal.UBS On-Air: Paul Donovan Daily Audio 'Peculiar US price increases' · UBS On-Air: Market Moves · Oct 15
- Energy price spikes are discussed as a lever over voters and a possible breakup of OPEC's price floor.The Narrative Ep. 84: American Villain · Badlands Media · Oct 12
- Crude rallied over 6% with heavy options activity around the $100 level, but elevated implied volatility complicates bets.TWIFO 518: Clash of the Titans: Crude vs. Gold vs Equities · The Options Insider Radio Network · Oct 15
- Crude near $94 with an Iran war risk premium that the host expects to fade once the conflict ends.America's Truckin' Network 10/14/26 · 700 WLW On-Demand · Oct 14
- OPEC cut near-term demand growth but expects pent-up demand in 2027; prices remain volatile.OPEC sharply cuts 2026 global oil-demand forecast · Global Business · Oct 13
- Oil prices could rise before midterms or fall on Iran de-escalation; outcome highly uncertain.Top of the Morning: CIO Strategy Snapshot - Q3 earnings, oil prices, inflation data · UBS On-Air: Market Moves · Oct 12
- Crude rose sharply on the week amid Strait of Hormuz tensions, raising mining energy costs.Centinela Strike Ends at 94% Approval, Gold Fields Takes Northern Star Bid to Investors, and Banks Back Mineral Processing · The Mining Insider · Oct 18
- Oil topped $100 with Brent above $110, lifting energy names but signalling risk-off pressure.Oil tops $100 AI Rout as Chips Sink for 8th Day · MPC Markets Morning Call · Oct 18
- High oil prices from the Iran conflict drive drilling that co-produces cheap natural gas.Doomberg: The AI Energy Boom Is Just Beginning. The Winning Stocks Could Surprise Everyone · The AI Investor Podcast · Oct 15
- California's reliance on imported crude and domestic production policy is debated.Hour 2 - DHS Sec. Markwayne Mullin Stops By · The Clay Travis and Buck Sexton Show · Oct 14
- Energy shocks and strait disruptions raise prices and diversification value of resource stocks.The AI Bubble Will Pop from Equity Supply Says This $80 Billion Asset Manager | Ben Inker | GMO · Monetary Matters with Jack Farley · Oct 14
- Higher crude lifts producers but refiners and airlines face mixed cost effects.Bank Earnings Kickoff, Tech Fueling Rally, Sarat Sethi Guest Host 10/13/26 · Power Lunch · Oct 13
- Supply stress and stockpile drawdowns support prices, but unpredictable geopolitics make the oil futures market hard to trade.Market Open: Can the AI Spending Boom Keep Going? · The Modern Investor · Oct 13
- Oil above $90 on geopolitical risk from Houthi attacks could keep prices elevated.Indexes Drift Lower Ahead Of Inflation Report: AMD, CAKE, URBN In Focus · Stock Market Today With IBD · Oct 13
- Crude oil markets are tight with geopolitical escalation, while front-month prices lag the curve.MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants · Macro Voices · Oct 15
- Middle East supply disruptions and volatility affect olefins and aromatics pricing and contracts.How is Europe's petrochemical industry weathering rationalization and supply disruptions? · Chemical Week · Oct 13
Neutral 3
- Oil price levels were mentioned only as context for Permian associated gas production dynamics.Can natural gas supply handle the AI boom? · Catalyst with Shayle Kann · Oct 15
- Diesel prices are above $6 a gallon, with Russian export volumes too small to move them.Kicking Kyiv: Trump’s doubtful deals · Economist Podcasts · Oct 14
- Brief mention of diesel prices and a Russian diesel purchase tied to the Iran conflict.This Is Trump's Sinister Plot Against His Own Aide · Inside Trump's Head · Oct 16
Around it
Companies named
- Valero 5
- Chevron 4
- Saudi Aramco 4
- Exxon3
- Aramco 3
- Marathon2
Shows that covered it most
- UBS On-Air: Market Moves4
- Power Lunch3
- Squawk on the Street3
- Squawk Pod3
- Monetary Matters with Jack Farley2
- The Call from ausbiz2
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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