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
- 69
- Share
- 7.4%
- Shows
- 54
- Net sentiment
- +0.11
Up from 7.2% of episodes in the weeks before; net sentiment was +0.07.
Bullish 30Mixed 10Neutral 6Bearish 23
5 weeks
Share of each week's episodes, and net sentiment.
0%5%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 30
- Tight supply, drained reserves and elevated crude prices support oil producers' earnings and a potential multi-year bull.Oil Stocks: Values or Traps? · Value Investor · Oct 23
- Oil supply losses and depleted inventories suggest prices stay elevated during a long recovery.The damage doesn't end when the disruption ends · Information is everywhere ⦿ Understanding is not · Oct 23
- Pantheon's large Alaska oil resource and planned drilling are presented as strong development upside.Pantheon Resources appoints Dave Wilkins as CEO to lead Alaska development strategy · Proactive - Interviews for investors · Oct 22
- Venezuela's production recovery from brownfield work could add meaningful barrels over the coming years, though it is not automatic.Venezuela’s oil and gas recovery: How far can it go? With Radhika Bansal and Rob Cordray · Let's Talk Energy · Oct 21
- Hormuz disruption tightened supply and spare capacity was blocked, pointing to elevated oil prices and volatility.On American Energy Strategy Post-Hormuz · On the Record · Oct 23
- Brent near $112 with upside risks to supply; base case still sees price path driven by risk premium.Why Oil Prices Are Surging Despite Recovering Supply · Exchanges · Oct 23
Show 24 moreShow fewer
- Brent near $112 with forecast of $90 year-end; refined product tightness pushes prices higher.Why Oil Prices Are Surging Despite Recovering Supply · Exchanges · Oct 23
- Production growth toward 100,000 barrels a day and strong cash flows from producing fields drive upside.Gulf Keystone CEO on how ShaMaran merger could boost production, cut costs and unlock growth · Proactive - Interviews for investors · Oct 23
- Depleted reserves, high crack spreads and conflict risk support a structural floor and higher oil prices.The Only Way Out Is Through | Weekly Roundup · Forward Guidance · Oct 23
- Hosts expect sustained high crude and product prices from supply chokepoints and refinery constraints.Brent Whipsaws, Trump Turns on Zelenskyy & Venture Global Goes AI Utility | BDE 10.20.26 · Big Digital Energy · Oct 20
- Hormuz disruption and Red Sea pipeline attacks keep energy prices high, supporting oil.Are We Verging on Another Escalation in the Middle East? | Ali Vaez · Hidden Forces · Oct 19
- Oil rose sharply as Hormuz shipping risks and supply disruption pushed Brent and WTI higher.Hormuz: The Detour Has a Limit · Blue Collar and Boujie · Oct 23
- Stronger oil futures and prices in the 80s support record US oil production, filling midstream pipelines.VettaFi sees 40% North American natural gas demand growth over next decade · Proactive - Interviews for investors · Oct 22
- Tight diesel supply and high crack spreads favor refiners and oil-linked producers through mid-2027.Diesel Crisis Can America Reopen Refineries Before Energy Security Collapses · Energy News Beat Podcast · Oct 22
- Closure of the Strait of Hormuz cuts about 20% of world oil flows, lifting fuel prices and inflation.Fmr. Secretary of Defense Leon Panetta on Iran, Failed Wars, and Washington’s Fatal Mistakes · The Burn Bag Podcast · Oct 20
- Speakers argue oil and gas remain central, with supply disruptions keeping crude prices elevated and tight.MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France · Macro Voices · Oct 22
- Shipping disruptions through Hormuz and Bab al-Mandeb threaten to push oil and energy prices higher.Defense & Aerospace Report Podcast [Oct 23, ’26 Washington Roundtable] · Defense & Aerospace Report · Oct 23
- Brent rose above $113 on expected future supply disruption from renewed Middle East fighting.AI Fears Rise Again on Wall Street · WSJ What’s News · Oct 22
- Guest sees oil demand rising and reserves at record lows, supporting Canadian oil stocks like Synovus.Forget the S&P 500. Inflation Could Make Canada the Better Bet · In the Money with Amber Kanwar · Oct 20
- Brent and WTI spiked to multi-month highs on Middle East escalation risks before partly reversing on talk of resolution.10AM Hour: Stocks Stage Midday Reversal, Starboard’s Jeff Smith, Predicting Netflix’s Post-Earnings Move 10/20/26 · Squawk on the Street · Oct 20
- Middle East escalation pushes Brent above $116, supporting energy names and oil prices.THS LIVE | Brent At $116, Nasdaq 100 Drops Almost 3% & US Pulls Staff From Saudi Arabia · The Higher Standard · Oct 23
- Depleted reserves and Asian demand imply effective oil prices of $150 to $200 a barrel.StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655 · The Meb Faber Show - Better Investing · Oct 23
- Energy was the best sector, with crude near $100 driven by Middle East headlines and energy up strongly year to date.Fairly Choppy Markets, Light Macro Heading Into Fed Day (E282) · DoubleLine Minutes · Oct 23
- Speakers see oil near or above $60 with $70 viewed as a floor, supporting producer economics.#288: Diesel Prices, Oil Majors, Tax Benefits & Field Updates on Oil & Gas Rundown · The Jay Young Show · Oct 21
- Strait of Hormuz disruption and the blockade of Iranian oil exports keep supply tight and fuel prices high.October 21st, 2026: Communist Groups and International Activists: Who's Driving France's Unrest? · The President's Daily Brief · Oct 21
- Houthi strikes on Aramco and Red Sea shipping threaten Saudi oil exports, supporting higher prices.SAUDI ARABIA IS FALLING APART FIGHTING THE HOUTHIS · HasanAbi · Oct 20
- Strait of Hormuz disruption and oil shock highlight energy security risks that favor nuclear independence.Orderpad | Uranium Stocks Down 20%+! Nuclear Energy Boom & 2 ASX Stock Picks (URNM & SLX) · Talk Money To Me · Oct 22
- Rising diesel prices and Gulf shipping threats support higher energy prices.Premier Li calls on SCO to shoulder historic responsibility · The World Today · Oct 21
- Strikes on Saudi oil infrastructure and Aramco threaten supply, supporting higher energy prices.October 19th, 2026: Europe Erupts in Riots & Trump Delays Russia Sanctions · The President's Daily Brief · Oct 19
- Renewed US-Israel strike plans on Iran pushed oil prices sharply higher.Capital Concerns Hammer the AI Trade 10/22/26 · The Exchange · Oct 22
Bearish 23
- Strait of Hormuz disruption and depleted inventories keep oil prices elevated, with downside risk if conflict re-escalates.Why oil hasn’t ruined the global economy. With Rory Johnston · The Economics Show · Oct 23
- Oil and refined product prices stay near highs, threatening consumer spending and growth next year.UBS On-Air: Paul Donovan Daily Audio 'Oil and bonds' · UBS On-Air: Market Moves · Oct 22
- Brent above $110 from Hormuz attacks and US reserve depletion drives inflation and recession risk.UBS On-Air: Paul Donovan Daily Audio 'Up we go again' · UBS On-Air: Market Moves · Oct 21
- Oil near $110 Brent keeps inflation elevated, weighing on gold through rate expectations.Precious Metals Squeezed by Persistent Oil Inflation · Morning Drive · Oct 23
- Strait closure, higher tanker premiums and Gulf export disruption keep oil prices elevated.The Iran War and the Midterms · The President’s Inbox · Oct 22
- Brent near $100 and jet fuel up over 100% year on year squeeze carrier margins and cut profitability.Air Cargo Unpacked: Peak Season, Wartime Costs · The Freight Buyers' Club · Oct 20
Show 17 moreShow fewer
- Oil-driven inflation and Middle East conflict are key risks raising costs and pressuring rates.Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook · UBS On-Air: Market Moves · Oct 23
- High energy prices raise risk premium, tighten financial conditions and weigh on equities.Why Investors Are Reducing AI Exposure · The Markets · Oct 23
- Renewed Mideast tensions push crude above $100 and pressure equities and airlines.AI spending, Big Tech earnings and defense outlook 10/22/26 · Morning Call · Oct 22
- Rising oil prices are seen as a headwind for risk assets like crypto.Revoke.cash Walkthrough: The Tool Every Self-Custody User Needs + What is Tornado Cash? | Ep 591 · Rise Up Media · Oct 20
- High jet fuel costs are squeezing airline profits and pushing weaker carriers toward losses.Musk Floats Mega-Merger, United CEO on Airfares & Fuel 10/21/26 · Squawk Pod · Oct 21
- Oil near $100 feeds inflation and rate pressure, weighing on the broader market until prices fall.80% of S&P 500 Stocks Are in Correction Territory. These 3 Are Still Buys · Street Talk · Oct 20
- Oil prices hit a five-month high, pressuring the Dow and raising holiday travel costs.2026 October 25 Commuter Top Business Headlines l Audi Plans First U.S. Manufacturing Facility with Four… ~ Top Economist Challenges Optimism in Artificial Intelligence Amid… ~ Halloween Candy Sales Slow Down Due to High Chocolate Prices · The Commuter Top Headlines Podcast Network · Oct 25
- Oil breaking out to highs raises fuel costs, pressuring consumers, logistics firms and broader market sentiment.Mixed Signals With Big Earnings Due; CrowdStrike, Ethos, CSX, Microsoft In Focus · Stock Market Today With IBD · Oct 23
- Energy price shock from supply disruption through the Strait of Hormuz is driving inflation.One Global Shock, Different Rate Paths · Thoughts on the Market · Oct 23
- Brent crude near $117 on Iran conflict worries signals supply-driven price risk.Why Calling a Democrat a Socialist Isn’t the Insult It Once Was · WSJ What’s News · Oct 23
- Oil above $130 to $150 would seriously hurt Asian growth and governments.Economic Roundtable: What’s Keeping Global Growth Going? · Thoughts on the Market · Oct 22
- Oil prices remain elevated near $100+ and the forward curve suggests prices may stay high longer.Cracks in the AI Trade, A Content Clash, and The Key Questions for SpaceX 10/20/26 · The Exchange · Oct 20
- Record shipping rates keep consumer fuel prices elevated with no near-term relief expected.11AM Hour: Kroger CEO, NHL Commissioner & SpaceX Rallies on Earnings 10/21/26 · Squawk on the Street · Oct 21
- Rising Brent crude from Middle East conflict added to investor anxiety.What’s News in Markets: Meta’s AI Bill, IBM’s Comeback, Musk Explores Merger · WSJ Your Money Briefing · Oct 24
- Elevated oil prices remain a headwind via pump prices and consumer spending.Nasdaq Pops 1.1%, Fueled By SpaceX Earnings: Salesforce, ADI, Qualys In Focus · Stock Market Today With IBD · Oct 21
- Brent back above $110 adds macro headwinds to markets.GM Tanks Despite Earnings Beat, Walmart Takes On Costco · The Rundown · Oct 20
- WTI crude above $108 and rising, with energy price pressure feeding inflation and protest concerns.Unrest in Europe & LeBron’s Season Debut 10/20/26 · Squawk Pod · Oct 20
Mixed 10
- Gulf exports recovering through bypass routes eases supply fears, but Iran's halted exports and continued attacks keep prices elevated.PDB Afternoon Bulletin | October 22nd, 2026: Iran's Oil Strategy Backfires & Bukele Threatens Haiti's Gangs · The President's Daily Brief · Oct 22
- Peak China oil demand is debated, but global oil demand is argued to keep growing and China's stockpiling dampens price extremes.EP233: Long Takes From The Road: Thoughts on "Peak China" · Super-Spiked Podcast · Oct 24
- Crude flows are recovering through Hormuz, but deep discounts and shuttle workarounds squeeze producer economics.October Surge - Understanding Iran's Attacks on Shipping in Hormuz and Beyond · Seatrade Maritime News Podcast · Oct 19
- Jackdaw gas field approved while Rosebank decision pending, with a legal and climate tension.100 days of Burnham · Political Fix · Oct 23
- Oil stored by PetroChina remains unsold, with resolution uncertain, though the refinery offers a future route.PETRO MATAD LIMITED - Renewable Energy joint venture investor Presentation · Investor Meet Company - Audio Archive · Oct 20
- Oil price swings on Iran deal headlines show whipsaw trading and questionable energy trades.Imminent Squeeze?🚨Crypto Market Update · The Paul Barron Crypto Show · Oct 20
Show 4 moreShow fewer
- Ukrainian refinery strikes and Russian diesel deal affect global diesel supply and prices.Trump Turns on Ukraine · The Journal. · Oct 20
- Oil spiked near multi-year highs on Iran deal headlines, adding inflation and yield risk.Major Indexes Test Resistance; Lindblad, Kiniksa Pharma, Guidewire In Focus · Stock Market Today With IBD · Oct 20
- Oil prices sit near highs on Middle East war supply fears, with a possible drop toward $50 if the war ends.9am Hour: Tech Turbulence, Apple Downgraded, Live: DNI Jay Clayton 10/20/26 · Squawk on the Street · Oct 20
- Hormuz oil shipping disruption and insurance cost increases are noted without a clear directional call.Brink: Inside America's Confrontation with Iran · The Iran Breakdown with Mark Dubowitz · Oct 23
Neutral 6
- Discussed factually as a globally traded commodity whose prices shift with demand and supply policy.Cut demand or cut supply? Rethinking climate policy · Brookings Podcast on Economic Activity · Oct 22
- Strait of Hormuz attacks pushed Brent above $112, reported factually.Morning Briefing: Morning Briefing: Gold and Silver Slide as Oil Surges; Canagold and Minaurum Report High-Grade Drill Results · Mining Stock Daily · Oct 22
- Recounts the BP Deepwater Horizon crisis response from a finance perspective.Oklo CFO on Leading Through Deepwater Horizon | Craig Bealmear · Run the Numbers · Oct 22
- Brief mention of the offshore supply vessel's possible work supporting oil and gas platforms.The Ship Report: Marine weather and what it can tell you, and a look at an unusual vessel that's been in Astoria for about a month · The Ship Report · Oct 20
- Oil is at record-area prices for energy stocks but futures price much lower later, so no new buying.Investor's Corner: Sell the Shovels, Keep the Cash · YPO Technology Network AI Brief · Oct 24
- Crude tanker flows discussed briefly alongside LNG blockade dynamics.LNG in a Changing World: Supply Shocks and Asia’s Energy Future · Asia Insight · Oct 20
Around it
Companies named
- Saudi Aramco 5
- Chevron 3
- Valero2
- BP 2
- Exxon Mobil2
- ADNOC1
Shows that covered it most
- The President's Daily Brief3
- Squawk on the Street3
- Stock Market Today With IBD3
- UBS On-Air: Market Moves3
- Proactive - Interviews for investors3
- Squawk Pod2
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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