James Thomson
speaker
2,279 appearances
7 recordings
2 series
first heard Apr 2026
last heard 12 Jun
James Thomson’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in May 2026 with 4.
Appearances
You know, Iran, not only is Iran not sorted out, it doesn't look like it's even close to being sorted out.
And even if we get the sort of white flags and the all clear, it will take months to rebuild the infrastructure and get oil flowing again.
But yet we've muddled through really well.
Now, what appears is that that muddling has been a result of two things.
America increasing its oil exports and China basically stopping oil imports and using up its strategic reserves at much lower prices, which is good for China, but it's also been very good for the rest of the world.
Now, how long are those two buffers going to hold?
Nobody really knows, but you can – as Jeff Curry, he's a former Goldman's commodity strategist, keeps saying, you can print money, but you can't print molecules of oil and gas.
So is there like this moment coming where –
The numbers just don't work anymore.
The physical supplies are sort of exhausted.
So, I don't know, you know, again, we've heard lots of doom and gloom predictions about that.
We were supposed to reach that moment in March and then April and then May and, you know, now I see some more predictions this morning that it's going to be, we're going to hit this sort of, you know, moment of reality in June.
Well, you know, who knows?
Everyone's still flying to Europe from what I can see.
So it's got to get tight at some time, doesn't it?
Yeah, I mean, you know.
The Iranians are no one's friends.
It's a murderous regime.
It's oppressed its people forever.
But they're sort of outplayed Trump at his own game.
Showing 601–620 of 2,279 · page 31 of 114
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