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What Odd Lots Says About Energy
28 episodes about energy
<p>Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. J...
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
Episodes
How a Vibecoded Newsletter Is Making the Hay Market More Transparent
Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense
The Bank of England's Megan Greene on Monetary Policy in a World of Supply Shocks
James Bosworth on the "Orange Wave" Happening Across Latin America
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis
Jack McClendon on Why It's So Hard to Create a New American Oil Boom
Brad Setser on the War in Iran and the Future of the US Dollar
War in Iran Is Already Reshaping East Asia's Energy Future
Ziad Daoud Explains How War with Iran Will Reshape the Gulf
Javier Blas on Why Oil Could Go Much, Much Higher
Now There's a Helium Shortage and It Affects More Than Balloons
This Is How Big Money Is Trading the War in Iran
The Petrochemicals Shock That's Already Rippling Through Plastics
What the Iran War Means for Dubai's Luxury Boom
Here's Why The Iran War Is Prompting A Safe Haven Rethink
Greg Brew on Surging Energy and the 'Strategic Trap' of the War in Iran
War in Iran Is Redrawing the Map for Natural Gas
What War in Iran Means for China's Teapot Oil Refineries
War in Iran Is Creating a Fertilizer Crisis Like Never Before
Rory Johnston on How Oil Could Surge to Over $200 a Barrel
Lots More on the Seaborne Chaos Around the Strait of Hormuz
Ricardo Hausmann Explains How the Venezuelan Economy Collapsed
The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up
Jeff Currie on the Crazy Surge in Metals, And Why The Supercycle Has Years to Run
Lots More on the Protests and Financial Crisis in Iran
How to Make Money From the Booming Demand for Energy
Greg Grandin on how the Monroe Doctrine Became the Donroe Doctrine
Here's What Could Happen to Venezuela's Messy $170 Billion of Debt
Books on energy
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