What Animal Spirits Podcast Says About Energy

7 episodes about energy

Animal Spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about wha...

Key Insights on Energy

US and Iran finalized a deal to extend ceasefire and reopen Strait of Hormuz, causing oil prices to drop 4% to $84/barrel

Hyperliquid provided 24/7 oil price discovery during weekend strikes, with Bloomberg quoting their data for market analysis
Oil prices approaching $100 could trigger 'massive amounts of issues in broader economic situations' affecting all risk assets
The targeting pattern suggests economic motives: leadership decapitation, naval assets, but notably avoiding oil infrastructure
China buys 90% of Iran's oil exports, making Iran essentially a gas station for China's energy needs
The White House website still claims Iran's nuclear capability was 'fully obliterated' in June 2025
America inherited the British global system seamlessly, with nuclear programs, financial centers, and intelligence operations transferring from London to Washington
U.S. Energy Department forecasts petrol prices won't return to pre-war levels until end of 2027, diesel until mid-2027