Sponsored by Cognite – https://www.cognite.com/en/ogpodcast Investors brace for oil price spike, rush to havens after US bombs Iran nuclear sites https://www.reuters.com/business/energy/middle-east-tensions-put-investors-alert-weighing-worst-case-scenarios-2025-06-21 U.S. calls on China to prevent Iran from closing Strait of Hormuz and disrupting global oil ... Show More
May 2024
How shale rewrote the global oil order
<p>For decades, countries in the Middle East have dominated the oil market, pumping large quantities of the world’s supply. Along with that has come a pattern: when there’s conflict in the region, oil prices rise. The pattern seems to be breaking though, mainly because of one thi ... Show More
17m 41s
Oct 2024
Why oil and gold prices could keep rising
Escalating conflicts in the Middle East, coupled with China’s latest round of stimulus, are changing the supply-and-demand dynamics for oil prices. Goldman Sachs Research’s Daan Struyven, co-head of commodities research, explains the implications for oil and gold prices. Learn mo ... Show More
17m 44s
Apr 2025
Hurray Lower Gas Prices. Oh Darn, Lower Gas Prices
<p>Back in the 1970’s there was a very popular graphic of a Lincoln US one cent coin. The original coin on the back has the words engraved “In God we Trust”. The coin had been altered to say, in Oil we trust. </p><p>At the time, that meme rang true as people were lining up at gas ... Show More
5m 5s
Jun 2025
Palantir CEO predicted US war on Iran, Russia, and China
The US military will "very likely" fight a three-way war with Iran, Russia, and China, predicted Palantir CEO Alex Karp in 2024. American imperial strategist Zbigniew Brzezinski warned back in the 1990s of this Eurasian "anti-hegemonic coalition" that could challenge US global do ... Show More
17m 16s
Sep 2025
Chevron prepares to take on ExxonMobil
Earlier this summer, energy supermajor Chevron secured access to one of the most valuable oilfields in the world. It was the culmination of a months-long battle that pitted America’s second-largest oil company against the largest, ExxonMobil. The FT’s US energy editor, Jamie Smyt ... Show More
19m 53s
Jun 2022
The Politics of an Oil Crisis With Helima Croft
<p>Millions of Americans are frustrated as U.S. gas prices now exceed $5 per gallon at the pump—and are only projected to rise. One of the key drivers behind the global inflationary spike is, of course, Russia’s invasion of Ukraine. Disruption in the flow of Russian oil and gas, ... Show More
45m 17s