Joe Wiesenthal
speaker
1,572 appearances
15 recordings
2 series
first heard Sep 2025
last heard 26 Jun
Joe Wiesenthal’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 — 14 in all, peaking in Jun 2026 with 9.
Appearances
Yeah, it's pretty nice.
You know, you mentioned, Tracy, at the beginning of the episode, barrel counting.
I think one of the reasons we like talking to Rory is that I do consider you to be a humble barrel counter because it's so easy in oil conversation to get tempted by grand threads about geopolitics, right?
Because it's sort of intertwined.
So I really do appreciate the humble barrel counter.
But when we talk about...
this sort of like China's willingness to either draw down stocks, et cetera.
There's two sort of related questions that I have.
It's like, one is, could China just be like, have done its neighbors a solid in the sense that it's like, you know what?
We really do have quite a big buffer.
And we know that Singapore and Taiwan and Korea are really going to be Japan are going to really be under strain.
So from like a sort of soft power, goodwill thing like we don't really need to be adding and be given that we know and be given the EV penetration, even if it's small now, it's going to grow.
Is the consensus in oil world that the massive stockpiles in China, do they exist in the event of like preparation for a theoretical war, which would be a very oil intensive process?
First of all, I have a very short question.
The start of the year, Brent, was around 60.
And on the eve of the war, it was 70.
Just real quickly, would you say a non-trivial amount of that $10 a barrel increase was... I mean, people were talking about the risk of war all year.
Would you say at least some of that was driven by war premium already rising before the initial strikes?
So right now, oil is like, again, just below 74 and like 70 on the eve of the war.
Not necessarily a reason to think that that's a floor given what we know about the world swimming in oil.
Showing 41–60 of 1,572 · page 3 of 79
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