Matt Smith
speaker
87 appearances
1 recordings
1 series
first heard Jul 2026
last heard 21 Jul
Matt Smith’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 — 1 in all, peaking in Jul 2026 with 1.
Appearances
Now, the Houthis are threatening to do that blockade.
They're not actually doing it yet.
We're not seeing tankers or anything being
being hit.
But this essentially is the ace that Iran has in its pocket, because we've had this escalation that's been happening over the last few months here.
And some have said, oh, we know they could close Bab al-Mandeb, but they've kind of held that back until the point
where the US would essentially start perhaps attacking infrastructure, energy infrastructure, bridges, and that's kind of the point that we've got to.
So then it's for Iran to up the ante here, and that's basically bringing Bab al-Mandeb into play.
And so it's really just a sign that
essentially Iran is getting to the point where they've really got nothing left to lose or they're just getting to the point where they're willing to do this kind of scorched earth tactic.
And so we'll have to see how this plays out.
But the threat of stopping these flows will definitely have a bullish impact on prices.
Yeah, no, we shouldn't.
And actually, what has developed over the last few months here, or essentially since the beginning of March when this has happened, is everyone's been watching that oil price, and you haven't felt the biggest impact on that oil price.
And the reason for that has been a number of different reasons.
You know, China has really come out of the markets.
China has just stopped buying oil.
They dialed back on their imports by about five, five and a half million barrels per day.
So that has been hugely helpful.
You've also had essentially a lot of these refineries dialing back on their activity so they haven't taken that crude.
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