Brian Arcese

speaker

73 appearances 1 recordings 1 series first heard Jul 2026 last heard 20 Jul

Brian Arcese’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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FEAR & GREED | Business News · Q+A: Why oil prices are moving faster than the facts · 20 Jul 2026 podcast

So it makes sense for oil to stay higher for longer in our minds.

It's a great question, and I think it really is a mix.

I mean, ultimately, over the long term, it obviously is dictated by the physical supply.

come down to nearly zero for a period of time.

And so spot prices within the Gulf during the first portion of the conflict had gone as high as $150 a barrel, for example.

So that really is the physical market being quite curtailed.

But at the same time, what we saw, and really the decrease in oil prices so significantly and so quickly at the beginning of the sort of quote unquote ceasefire, really is sentiment driving a lot of that.

Right.

More than oil fundamentally returning to the market.

It was simply investors becoming much more relaxed about the situation.

And obviously, in our minds, more relaxed than they likely should have been or even should be today.

That's absolutely correct.

Really all of those.

And I think some of it is quite simple.

If you take a step back and say, okay, the Strait is open tomorrow.

I own a VLCC tanker.

How comfortable am I that the next ceasefire will hold?

Do I want to send my ship through with obviously real people on it that would then be in danger?

So that's one piece.

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