PodcastSquawk PodOctober 12, 2026

Rising Oil Tensions, AI Agent Oversharing 10/12/26

Shipping costs and refining bottlenecks, not headline crude futures, are driving real oil-market stress amid Middle East escalation.

Saudi attacks roil oil narrative: Houthi strikes killed 12 and injured 309-plus at Riyadh's King Khalid airport; Saudi coalition calls it a war crime and vows to respond.
Headline oil price misleading: Brian Sullivan says real crude cost is ~$125-128/barrel once shipping is counted — a VLCC run from Houston to China now costs $76-77M versus $7-10M pre-war.

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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.