On today’s Big Take podcast: @alexlongley1 @JavierBlas explain why, despite global conflicts involving oil producers, oil prices are down and could fall even further https://t.co/3mv7kuBcBN https://t.co/Cw9tPHMjHG ...

On today’s Big Take podcast: @alexlongley1and @JavierBlas explain why, despite global conflicts involving oil producers, oil prices are down and could fall even further. https://t.co/iUekoZBZFc ...

easy to look at right now. Oil prices up about one and a half percent. Um what are the broader implications of this for oil in particular if the US continues to blockade Venezuela and sees these tankers.>> So in the short term it removes oil from the markets, right. Which is helpful because we've seen the prices coming down. Um they don't produce that much, roughly a million barrels per day and they were less than 1% of exports.So it's not a huge impact, but it does reduce the amount of oil over the long te ...

Oil Prices Drop Below $60—Lowest Level Since Since Mayhttps://t.co/XeTka9odIv https://t.co/RSNFFSRN9Z ...

Falling oil prices may drive benchmark Treasury yields back to levels last seen more than a year ago, according to Wall Street research veteran Ed Yardeni https://t.co/oseFV8cySR ...

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]

Geopolitical Risk & US Policy - Strategic ambiguity in US policy is being observed in real-time regarding Iran, specifically concerning nuclear negotiations and potential military involvement alongside Israel [2] - The US may consider military action against Iran's Fordo nuclear plant, a site buried approximately 05 mile (804672 millimeters) deep, potentially using GBU57 bunker-busting bombs [5][6] - The potential US military action against the Fordo nuclear plant raises concerns about escalation, oil prices, defense spending, and US involvement in the region [7] Iran's Nuclear Ambitions & Regional Impact - Iran has shown aggression in nuclear negotiations, particularly regarding uranium enrichment [4] - Despite Trump's initial eagerness for a nuclear deal, events have derailed the process [3] - The Islamic Republic leaders are homicidal, but they're not suicidal, suggesting a limit to escalation [9] Oil Market & Retaliation - Financial markets are interested in escalation levels and the potential closure of the Straits of Hormuz, which would significantly impact oil prices [7][8] - Retaliatory capabilities of Iran are considered exaggerated, with Iran seen as militarily diminished [8] - The Islamic regime's will to escalate into a regional conflict is questionable [9]

Geopolitical Risk & Oil Prices - Rising tensions in the Middle East, particularly concerns about a potential Israeli strike on Iran, have pushed oil prices to a two-month high [1] - The US is considering a partial or complete evacuation of embassies in Baghdad, Kuwait, and Bahrain, raising concerns about potential military action [3][4] - The UK Navy has warned of potential military action around key waterways, adding to the unrest in the Middle East [4] - The Iranian nuclear talks are at a critical juncture, with a potential "make or break" point on Sunday, hinging on the issue of uranium enrichment [4][5] - Israel views Iran's enrichment capabilities as intolerable, potentially leading to preemptive action [7][8] Supply & Demand Dynamics - While supply and demand are currently balanced, a strike on Carg Island, which handles 90% of Iranian oil exports, could significantly increase oil prices, potentially reducing supply by over 1 million barrels per day [11][12] - Iraqi militias located in southern Iraq near key oil infrastructure in Basra pose a risk to oil supply [13] - OPEC spare capacity could be utilized if attacks intensify [13] US-Israel Relations & Iran - There may be a difference of opinion between the US and Israel regarding acceptable levels of uranium enrichment, with Israel favoring zero enrichment [9][10] - The US's final offer on uranium enrichment terms will be crucial in determining whether Israel might act independently [10] - If nuclear talks break down, the probability of an Israeli strike increases [11]