The World is Running Out of Fuel
Topics discussed
Introduction: Why oil prices haven't spiked as expected
Sponsor: Intuit Credit Karma
Strait of Hormuz closure and initial price surge
Buffer 1: Tapping strategic and commercial reserves
Buffer 2: Release of sanctioned oil from dark fleets
Buffer 3: China's reduced oil imports
Failed peace deal and market whipsaw
Re-closure of Strait and exhaustion of buffers
Refinery crisis: Damage in Middle East and Russia
Venezuela as a long-term solution
Rising diesel prices and supply chain impacts
Sponsor: Indeed Sponsored Jobs
Business strategies: Absorbing higher fuel costs
Case study: Farmer Jim Barber holding prices steady
Retailers competing for price-sensitive consumers
Case study: Ambix passing resin costs to customers
Economic uncertainty and modeling challenges
Closing remarks and credits
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