Amos Hochstein

speaker

360 appearances 3 recordings 2 series first heard Mar 2026 last heard 6 May

Amos Hochstein’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 3 in all, peaking in Mar 2026 with 2.

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And the market, there's no participant in the market or probably not maybe only a handful who lived through a disruption.

We've never had a disruption in decades, decades upon decades.

When Russia invaded Ukraine, the market priced in risk and we went to $122 a barrel.

Why?

The fear that we would lose 3 to 5 million barrels a day.

I was running the energy strategy of the war at the time.

Here, we have 12 million barrels that are off the market per day.

We have 5 million of jet fuel, gasoline, diesel per day.

We have 20% of the world's LNG that is now out for months.

Many, many months, probably not back until at least July.

We have fertilizers, 35% of the fertilizer in the world.

We have byproducts of gas, byproducts of NBRs, which you need for all kinds of items, that are all disrupted.

Now take it even further.

There are airports in the world that have no jet fuel.

Really?

They're running out.

They're grounding planes.

There's a real shortage, not a risk of shortage, an actual shortage.

Now, what happens when you have a shortage?

Prices go up.

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