Oil Markets Still Aren’t Buying Relief

Podcast: The Financial Exchange Show · The Financial Exchange Network

Opublikowano: 2026-10-01

Oil is moving out of the Middle East again, but markets are still pricing in major risk as shipping costs surge, strategic reserves run low, and the conflict with Iran shows little sign of resolution. Mike Armstrong and Paul Lane discuss why oil prices remain elevated even as energy flows through the Strait of Hormuz improve, how diesel prices and shipping costs are feeding inflation concerns, and why the AI trade continues to dominate the U.S. economy despite higher interest rates. They also break down the latest AI safety debate, OpenAI’s copyright fight with publishers, why bo...