With the Strait of Hormuz still effectively closed and no end in sight to the war in Iran, the challenges for oil – and all its downstream effects, remain elevated.
So what does it all really mean? Singapore-based independent oil expert Vandana Hari joins the podcast to discuss:
Why the disconnect between paper and physical oil is unprecedented
How that will play into actual prices paid by end users
What has been affected and how long it will take to get back online,
Whether markets are accurately pricing the disruption and
How quickly we can expect an end – or an escalation – to hostilities
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
