In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner covers critical developments impacting global oil markets. Iran's missile strike on a U.S. base, its potential response to the U.S.'s military actions, and the threat of closing the Strait of Hormuz remain key issues. Despite fears, oil prices have remained stable as the market absorbs these geopolitical tensions. Additionally, the shift in bank investments towards fossil fuels, coupled with the turmoil in China's EV market, presents further challenges for global energy security. The episode also explores the impact of recent Israeli actions on regional energy infrastructure and how these events may shape future oil flows.

Highlights of the Podcast

00:00 - Intro

00:16 - What Will Happen to the Strait of Hormuz and Oil? Iran’s Threat and Its Global Impact

07:49 - Banks Drop the Climate Pretense and Follow the Money: A Shift Back to Fossil Fuels

12:48 - The Iran Retaliatory Strike on the U.S. Airbase in Qatar: A Page from the De-Escalation Playbook

15:10 - Israel Shuts Down Leviathan Natural Gas Field: Update on Impacts and Risks for Customers and Regional Markets

16:48 - Trump Truths a Strategic Shift: China Can Buy Iranian Oil

19:00 - China Planned for the Middle East Crisis and Has Oil Stored

21:50 - China’s EV Market is in turmoil

24:46 - Outro

Please see the links below or articles that we discuss in the podcast.

What Will Happen to the Strait of Hormuz and Oil? Iran’s Threat and Its Global Impact

Banks Drop the Climate Pretense and Follow the Money: A Shift Back to Fossil Fuels

The Iran Retaliatory Strike on the U.S. Airbase in Qatar: A Page from the De-Escalation Playbook

Israel Shuts Down Leviathan Natural Gas Field: Update on Impacts and Risks for Customers and Regional Markets

Trump Truths a Strategic Shift: China Can Buy Iranian Oil

China Planned for the Middle East Crisis and Has Oil Stored

China’s EV Market is in turmoil

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In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley and Wasif Latif discuss the impact of geopolitical tensions, particularly the escalation in the Middle East, on the commodities market. They explore the potential effects of supply disruptions, such as a shutdown of the Strait of Hormuz, on oil and natural gas prices, while emphasizing the growing importance of energy in global economics.

Latif highlights the ongoing commodity supercycle, driven by underinvestment and rising geopolitical risks, and forecasts a gradual increase in energy demand, despite short-term volatility. They also touch on the economic dynamics in Japan, Europe, and the U.S., focusing on capital flows and global investment trends.

This was a significant update from Wasif, considering the current geopolitical crisis the world economy is facing. When I asked him how his ETF is performing compared to the stock market, he responded that they are way ahead of the market. That is huge, as I rely on experts who are in the business for investment advice. The entire team at Sarmaya is outstanding and has provided excellent datapoints on their website, articles, and fantastic data slide sets.

Investors need data from trusted sources.

We recommend following Wasif on his LinkedIn here: https://www.linkedin.com/in/wasiflatif/

Check out Sarmaya Partners here: https://sarmayapartners.com/

Thank you, Wasif, for stopping by the podcast again, Stu

Highlights of the Podcast

00:00 - Intro

00:55 - Special Guest: Wasif Latif

01:20 - Geopolitical Risk and Commodity Markets

03:20 - The Commodity Supercycle

04:50 - Impact on Oil Prices

06:15 - Geopolitical Escalation: Immediate and Long-Term Effects

07:30 - The Role of Gold in a Volatile Market

08:35 - Strait of Hormuz and Global Energy Supply

10:00 - Geopolitical Risks and Economic Pressures on Global Players

11:30 - Impact of Iran’s Actions on Global Energy Markets

13:00 - Future Energy Demand and Long-Term Commodities Trends

15:30 - The Role of AI in Energy Consumption

16:30 - The Declining U.S. Dollar and Commodities

18:00 - Japanese Bond Market and U.S. Energy Investments

19:40 - European Deficit Spending and Economic Impact

21:20 - Potential Shift in Global Capital Flows

23:50 - How Countries Are Responding to Energy Security

25:10 - Global Financial Markets and Commodity Cycles

27:00 - Long-Term Investment in Energy

30:00 - Japanese Inflation and Global Impact

32:00 - Conclusion

In this episode of the Energy News Beat Daily Standup, Michael Tanner and Stuart Turley cover key topics, including Alberta's $5 million investment in the world's first direct air carbon capture center, the turmoil in China's EV market, and New York's power grid stabilizing despite renewable energy challenges. They also discuss the decline in U.S. crude oil inventories, which hit an 11-year low, and the latest news on the potential Shell-BP merger, with Shell denying the acquisition rumors. The episode wraps up with a preview of an upcoming podcast with Wasif Lata, CEO of Samaria Partners, and a look at the week's energy market recap.

Highlights of the Podcast

00:00 - Intro

01:07 - Alberta Spends $5 Million to Support World’s First Direct Air Carbon Capture Centre

03:21 - China’s EV Market is in turmoil

06:24 - New York Power Grid Stabilizes After Rare Energy Warning: Energy Mix, Renewable Challenges, and Cost Comparisons

11:11 - Markets Update

12:13 - US Crude Inventories Hit 11-Year Seasonal Low, Yet Stocks Fall Amid Strong Summer Driving Demand

12:29 - Shell’s Potential Acquisition of BP: A Game-Changing Oil Megamerger?

15:57 - Outro

Please see the links below or articles that we discuss in the podcast.

Alberta Spends $5 Million to Support World’s First Direct Air Carbon Capture Centre

China’s EV Market is in turmoil

New York Power Grid Stabilizes After Rare Energy Warning: Energy Mix, Renewable Challenges, and Cost Comparisons

US Crude Inventories Hit 11-Year Seasonal Low, Yet Stocks Fall Amid Strong Summer Driving Demand

Shell’s Potential Acquisition of BP: A Game-Changing Oil Megamerger?

Follow Stuart On LinkedIn and Twitter

Follow Michael On LinkedIn and Twitter

ENB Top News

Energy Dashboard

ENB Podcast

ENB Substack

ENB Trading Desk

Oil & Gas Investing

Need Power For Your Data Center, Hospital, or Business?

– Get in Contact With The Show –