An uptick in oil prices helped boost stocks in the energy sector on Tuesday, Sept. 16, 2025, while enthusiasm waned around a potential media deal. https://t.co/B0uN6HeAIq ...

Oil Market Dynamics - Oil prices initially spiked following US strikes on Iran but later decreased [1] - US oil production direction is likely flat to down, despite potential incentives from higher oil prices [3] - Easing permitting processes in areas like Alaska could incentivize more drilling [6] - OPEC is adding 400,000 barrels a day, increasing global oil supply [7] Geopolitical Risks & Shipping - The Strait of Hormuz has never been closed, even during the Gulf War [8][9] - Increased risk in the Strait of Hormuz has led to shipping day rates rising from $24,000 to $100,000 per day [10] - Almost all exported Iranian oil is bought by China [11] - Potential disruptions could occur at Bab el Mandeb strait and the Suez Canal, in addition to the Strait of Hormuz [13] Iranian Oil & Sanctions - Iran exports 15 million barrels of oil a day, despite sanctions [15] - Disruption of the Strait of Hormuz would be economic suicide for Iran, as 90% of its oil is exported from Kharg Island [14]

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 ...

Let's talk oil prices. They're easing off a little bit, but they hit a two-month high yesterday on growing tensions in the Middle East. Tensions that are high enough that President Trump addressing concerns about a possible Israeli strike on Iran.Listen to this. How imminent is an Israeli strike on Iran. Well, I don't want to say imminent, but it looks like it's something that could very well happen.Look, it's very simple, not complicated. If it's big enough for the president to talk about, it's certainly b ...