Dan Caplinger
speaker
1,715 appearances
16 recordings
4 series
first heard Oct 2023
last heard 18 Sep
Dan Caplinger’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 15 in all, peaking in Nov 2025 with 3.
Appearances
starting to get European countries involved with that.
Oil is fungible.
It doesn't matter.
Iran could say, we're never going to send oil to the U.S.
again.
But if it just continues to provide, if it opens markets back up, if it starts selling oil to European countries, to Asia Pacific countries back at their normal regular volumes, then the global markets are fine.
It's just a matter of allocating what's in the global market between the U.S.
and other providers.
To me, it's too early to conclude that the futures market is right and all of the technical experts are wrong.
Like Lou said, there's some financial wrangling going on with the futures markets.
It doesn't always reflect what's actually happening in the physical world, what's happening at the individual oil well level, at the pipeline level, at the tanker level.
You have to look at all of that.
Let's take a step back because I think it helps answer this question.
We talk about a lot that the U.S.
is a net exporter.
Dan's talking about how insulated we are.
We are a net exporter, but that can be deceiving because that is refined products, too.
We export a lot of petroleum.
We still import crude.
So we are actually still very dependent on the world for crude.
Showing 561–580 of 1,715 · page 29 of 86
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