Listen to CNBC wherever you get your podcasts. >> Oil prices spiked over the weekend. This following America's strikes on Iran, but now they're in the red.You can see that, of course. President Trump posted on Truth Social this morning. Everyone keep oil prices down.I'm watching. You're playing right into the hands of the enemy. Don't do it.Posted the president and to the Department of Energy. Drill, baby. Drill.And I mean now. Brian Sullivan is here at post nine. He's going to help us break those things do ...

Stephen, how much risk premium then has been factored in levels we see today, given the upside pressure on oil prices is now relatively muted in the context of this significant geopolitical event. You know, oil prices are still up 10% since Israel launched the strikes on Iranian nuclear sites about two weeks ago. A week and a half ago.So we are still in a risk premium situation. Prices are higher than where the fundamentals show. But I think today's move in the market is pretty indicative of where we stand. ...

LISA: THANK YOU SO MUCH. JOINING US IS STEPHEN SHORCK. HOW LONG DO YOU THINK THAT THEY WILL LAST.IT WILL DEPEND ON FURTHER ESCALATION AND HOW LONG THE HOSTILITIES. WE ARE LOOKING AT A SITUATION OF A WAIT AND SEE. THE MARKET HAS PRICED IN GREATER VOLATILITY.WHAT WE SAW BEFORE LAST THURSDAY WAS A MARKET SWITCHING INTO THE BRENT AND WTI BEGINNING IN 2026 HAD SWITCHED TO A MARKET WHERE PRICES FOR JANUARY WERE CHEAPER THAN FEBRUARY AND SO FORTH. THIS IS A CLASSIC FUNDAMENTAL TELLTALE THAT THE MARKET IS PRICING I ...

The straight of Hormuz is a narrow stretch of water that links the Persian Gulf to the rest of the world. About a fifth of the world's oil flows through it. That's the world's produced oil, the world's consumed oil.It has to go through that waterway. It's largely unavoidable. And so any kind of material disruption would be a big issue.Iran has always said that it could close the straits if threatened, if the situation demanded it. It would be very difficult for Iran to do that and certainly very difficult f ...

The straight of Hormuz is a narrow stretch of water that links the Persian Gulf to the rest of the world. About a fifth of the world's oil flows through it. That's the world's produced oil, the world's consumed oil.It has to go through that waterway. It's largely unavoidable. And so any kind of material disruption would be a big issue.Iran has always said that it could close the straits if threatened, if the situation demanded it. It would be very difficult for Iran to do that and certainly very difficult f ...

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Well, let's dig into all of this. Joining us now is Cassan Garammani, president and CEO of SGH Macro Advisors. Cassan, it's great to have you back on the show.Welcome. Thanks for having me on, Morgan and John. You know, we talk about we talk about strategic ambiguity as policy as it relates to Taiwan.I wonder if we're seeing a version of that play out right now in real time in terms of US decision making around leveraging this moment to get Iran to the table for more extensive nuclear negotiations versus th ...

Welcome to Wealth. I'm Ally Canel and this is Yahoo Finance's guide to building your financial footprint. Our community of experts will give you the resources, tools, tips, and tricks you need to grow your money.On today's show, policy whiplash causing investor fatigue. One portfolio manager explains where to find opportunity and how you can position for the summer. And the majority of Americans are concerned about how tariffs could impact their finances.We have tips to help consumers navigate the current e ...

Joining us now to talk about the market implications of uh the war between Israel and Iran. Marco Papich, macro and geopolitical analyst at BCA research. So far, not not even in the oil markets, not a huge uh um effect at this point. What could that change, Marco? What would change that? Well, I think the only thing that really matters is Iran's level of willingness to interdict energy supply transiting through Straits of Hormuz. That is ultimately the only thing that investors are watching. So whether US a ...

This joining us is Klay Seagull. He is senior fellow for energy security at Center for Strategic and International Studies. Also an analyst with extensive ship and tanker expertise as well.Uh listen, they jammed up apparently Clay, you tell me if I'm wrong, some of the signals on these ships, which pretty much operate like airplanes at this point, meaning it's kind of computers running the show. Two ships colliding. It's happened before.It will happen again, but the timing is hard to miss at this point. Hey ...