MoneyMasters Podcast: York on Diesel Shortages, War Worries, and $120 Oil

Barchart · 4d ago

Investors are scrambling to figure out what the midterm elections mean for energy markets. In this enlightening MoneyShow MoneyMasters Podcast, Skip York breaks down the state of play PRE-election – critical fundamental guidance on oil, gas, and product markets no investor should go without.

First, the nonresident fellow at Rice University's Baker Institute for Public Policy discusses the forces reshaping global energy markets and where investors may find opportunities.

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In this episode, you’ll then learn:

  • Why diesel prices are rising faster than gasoline prices
  • How the Strait of Hormuz conflict and Russia-Ukraine war are disrupting global energy supplies
  • What's driving oil prices and whether crude could reach $120 per barrel
  • Why refinery capacity and shipping costs are creating additional price pressures
  • How winter demand could affect diesel, heating oil, and natural gas prices
  • Why US liquefied natural gas (LNG) exporters could benefit from global supply shortages
  • Which energy sectors — including refining, infrastructure, and integrated oil companies — could present opportunities heading into 2027

No one knows exactly how US policy will shift in this post-election environment. But this session covers the key indicators investors should monitor – and explains how supply disruptions could influence energy prices, corporate earnings, and the broader economy.

Relevant tickers for this podcast include (BNO), (XLE), and (USO).

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