Malcolm Moore
speaker
398 appearances
3 recordings
2 series
first heard Apr 2026
last heard 18 Aug
Malcolm Moore’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 — 3 in all, peaking in Aug 2026 with 1.
Appearances
Where we are now is we don't actually know how much oil is coming out.
The US is claiming a lot of oil is coming out nonetheless.
Some oil may be coming out, but we actually don't know.
And and I've been calling around people this week, all the trading houses, and asking them, Do you know how much oil is coming out of the Strait of Hormuz?
And they all say, Um, yes, absolutely.
And I say, Well how how exactly do you
No and they went, Well, what we're doing is we're sort of counting ships that approach and then we're sort of counting the man oil that's being loaded.
And we're looking at some satellite pictures and then we're kind of getting a sense of the momentum.
precisely.
Now the US, Chris Wright, the US energy secretary, he came out and said Nine million barrels a day is coming out of the Strait of Hormuz, don't worry everybody it's all 'cause
Pre conflict error?
Pre-conflict it was about twenty million barrels a day.
Nine million barrels coming through the strait, plus whatever's coming out of the pipeline into the Red Sea, which is also diminished, and we don't really know the status of that either.
That would nine that would kind of settle people's nerves a little bit because a lot of countries have have decreased their consumption, particularly in Asia.
But none of the traders I spoke to could get to nine million.
No.
They were all like, Okay, we thought it was maybe four or five, now maybe we might say it was five or six, just because the US is being very bullish about it.
But mm we can't quite get there.
So China is the world's biggest importer of oil and has been, and it was importing extra large quantities last year, uh, when prices were low to build up its strategic reserve.
And then this year, um what happened was kept on buying in the early stages of the war, and then suddenly after Trump's visit to Beijing, just stopped buying and sort of, you know, imports fell in half.
Showing 21–40 of 398 · page 2 of 20
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