A Shattered Market?: The Counterintuitive Story of the Hormuz Oil Crisis with Rory Johnston

Podcast: The Great Simplification with Nate Hagens · Nate Hagens

Opublikowano: 2026-10-28

With headlines reporting that oil exports through the Strait of Hormuz are recovering to pre-war levels, it seems that the oil supply chains have stabilized – yet prices and availability don't tell the same story. Over two billion barrels of expected Middle East production have been lost this year, and even with crude exports increasing, refined products, LNG, and fertilizer still lag. What have we learned from the last eight months, with some of the most extreme geopolitical events we've seen in decades and a market that didn't respond as predicted, and what does it tell us about where we're go...