Supply, Demand & Pricing | The Strait of Hormuz: Open, Closed and Priced In
Tensions at the Strait of Hormuz, one of the world's most critical oil shipping routes, have sent global energy markets into a tailspin. In this episode, host Gibson Scott sits down with Al Salazar, Head of Macro Research, to break down what's actually happening, what the markets are getting wrong, and what comes next.
When threats to close it surface, the entire global energy market feels it. Gibson and Al unpack the chaotic weekend of conflicting statements, military movements, and price swings, and explain why traders are increasingly tuning out the headlines and watching the ships…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.