#83 A very tight strait. Can oil get to $150?
With the Strait of Hormuz blockaded and global oil inventories drawing down fast, the oil market is approaching a critical inflection point. Paul Gooden cuts through the geopolitical noise to explain the supply-and-demand dynamics at play, what the numbers actually mean for oil prices, and why equity investors are more cautious than you might expect. Hosted on Acast. See acast.com/privacy for more information.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
More from The Investment Perspective, with Ninety One
#87 The $1.75 trillion question: an IPO that could change everything
#86 Holding its nerve: how SA is weathering the oil shock
#85 A 4% wake-up call: reading the SARB's next move
#84 Beyond the index: why concentration risk may be active management's biggest opportunity
Get summaries like this every morning.
Free AI-powered recaps of The Investment Perspective, with Ninety One and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.