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Global Oil Shock: Supply Risk, Strategic Reserves, and the Market Outlook
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In this episode of the WTR Small‑Cap Spotlight Video Podcast (recorded on 3/9/2026), members of the Water Tower Research Energy Team — Jeff Robertson, Richard Tullis, and Chris Degner — join host Tim Gerdeman to break down the rapid surge in oil prices following escalating geopolitical tensions in the Middle East.
With elevated oil prices and disruptions affecting shipping through the Strait of Hormuz — a corridor that typically handles about 20% of global oil flows — the team examines how supply interruptions, strategic petroleum reserve releases, and OPEC dynamics may shape…
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