I think the best traders of oil are the Chinese. And so they're the real, you know, the power underneath this all is that is their buying of Iranian crude. They put the bid on oil. They put the bid on Iranian oil so that they're the main buyer by far.You know, 80% of Iranian oil is a lot of it actually goes to Malaysia and then is re flagged. So you see that Malaysia exports more oil to China than it produces oil. So it's obviously smuggled.And basically the other manipulation is the White House turning the ...

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 ...

Geopolitical Risk & Oil Supply - The Strait of Hormuz is a critical chokepoint for global oil supply, with approximately 20% of the world's oil flowing through it [1] - A material disruption in the Strait of Hormuz would significantly impact global oil supply [1] - Iran has the potential to disrupt or restrict oil supply through the Strait of Hormuz, even without a full closure [2][3] Potential Impact on Oil & Fuel Prices - Any restriction or anxiety regarding oil supply through the Strait of Hormuz could significantly affect oil prices [3] - Increased oil prices would likely translate to higher fuel prices for consumers [3] Iran's Options for Disruption - Iran could harass shipping or direct ships into its territorial waters as a means of disruption [2] - A complete closure of the Strait of Hormuz by Iran would be difficult to sustain for a long period, potentially upsetting allies like China [2]

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 ...

Geopolitical Risk & Oil Market Impact - The primary concern for investors is Iran's potential disruption of energy supply through the Straits of Hormuz, overshadowing other developments like US or Israeli attacks [1] - Current oil price levels do not adequately reflect the risk associated with potential Iranian intervention in the Straits of Hormuz [1] - Even a limited US attack on Iranian facilities like Fordo might not provoke an Iranian response of closing the Straits of Hormuz, due to the potential for a devastating US counter-attack on Iran's energy and industrial infrastructure [1] - Historically, Iran has been hesitant to disrupt energy supplies via the Straits of Hormuz, even during the Iran-Iraq War (1980-1988) when it faced widespread international opposition [3][4] US Foreign Policy & Middle East - Regime change efforts in the Middle East have historically led to instability and power vacuums, making significant US involvement in Iran a potentially risky strategy [1] - A limited, isolated US strike on Iran, followed by a call for negotiations, could be a viable strategy to de-escalate tensions [2] Global Power Dynamics - China relies on the US Fifth Fleet to secure its energy imports from the Middle East, creating a paradoxical situation where US military presence benefits China [1] - Russia's alliance with Iran is being questioned due to the ineffectiveness of Russian-made defense systems against Israeli attacks, potentially diminishing Russia's appeal as an ally [1] Economic Considerations - US energy independence is irrelevant if Iran closes the Straits of Hormuz, as oil prices would rise globally, impacting the US economy [1] - Rising oil prices due to escalating tensions could negatively impact President Trump's agenda on inflation [1]

President Trump left the G7 meeting early to focus on the conflict between Israel and Iran. And the president says he's looking for something uh in his words better than a ceasefire. Joining us now, former Biden senior adviser Amos Hawkin.He's a managing partner at TWWG Global. And I assume you uh Amos, and it's good to see. I I assume you have a pretty good idea of um how the world is supplied right now with oil.And you can explain why we did see a little a move higher, but we certainly didn't see the any ...

Dan, it is great to see you. So, let's dive right into this, Dan. So, a historic geopolitical moment here, Israel, Iran, that war going red-hot.One question front and center, Dan, is just how long we think this conflict could last. When clients ask you, what are you telling them, Dan, and what are the what are the variables that depends on. Uh, thanks, Josh.Good to see you. So, uh, it's an excellent question. How long does the war last and what does it depend on.I I think it will take anywhere from a few da ...

[Music] Hello and welcome to Market Domination. I'm Julie Hyman. That's Josh Lipton. Live from our New York City headquarters, we are giving you the ultimate investing playbook to help tune out the noise and make the right moves for your money. And here's Headline Blitz, getting you up to speed 1 hour before the closing bell rings on Wall Street. First, I think what we're going to see at the meeting is we got these updated projections and we expect the Fed to go from two cuts this year to one and just ackno ...

Welcome to Wealth. I'm Alec Canal 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, we'll check in on oil prices after they jump to their highest level since January. Our very own Nes Fay will explain how that could impact your prices at the pump and more Americans are claiming social security benefits. A financial planner will break down how you should look at tho ...

Well, Israel uh has uh struck Iranian oil storage facilities and parts of Iran's biggest natural gas field as well this weekend, but that's not having an impact on the price of oil. Uh perhaps something of a surprise. Let's get to Brian Sullivan, of course, who covers all of these markets and so much more for us.Brian, what's your take in terms of the moves here we've seen uh in the commodity itself given all the news. the the take guys is that and by the way let's hope that what Megan was talking about som ...