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 months
1 · Aug OctJan 26AprJulnow

Recordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 1.

Appearances

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Beyond the
And that's because, as you said, the Ukrainians have cannily blown up all the Russian refineries that were producing diesel for us.
And of course all the diesel that was being produced in the Middle East is not
Not coming.
either.
And so yeah.
We we have a refining problem.
And so even though the price of crude at the moment is relatively benign at ninety dollars a barrel, the price of diesel, price of gasoline is rising again and becoming a political problem.
I'm gonna say when people get back from their summer holiday
They're gonna they're gonna look at their screens and they're gonna make a whole new set of judgments.
But the issue here is we're into those unknown unknowns again, right?
How much oil is actually moving?
Because
Is it nine million barrels a day like the US says?
Is it five million barrels a day, or is it somewhere in between?
That calculation actually matters a lot, I think, for where the price goes.
And it's remarkable that nobody knows.
When I was calling the traders, I was saying to them, why don't you just send someone down to you know the strait with some binoculars and count the ships?
And they said, Oh yeah, no, we we tried that.
Um but actually I I heard all sorts of things.
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