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 over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Prof G Markets · Gas Is Back Above $4 — And Could Keep Rising · 21 Jul 2026 podcast

It will cause like Armageddon.

Yet here we are four and a half months in.

And so it's really realistic to try and consider the scenario.

Could this still be closed in November and December?

Yes, there are workarounds.

There's medium term plans here to reroute crude.

we really could be just continuing to scramble over the next four or five months here.

And that's a reality.

If that happens, you're not going to be in an environment where prices at the pump and diesel prices are moving lower.

There was like a week or so ago, or even just before the weekend, where you were seeing some getting through there, but the Iranians have turned their focus to targeting those, because they were going through the Armani route, they were getting like a US naval escort.

And so they're trying to deter any kind of traffic.

So the only traffic that we're seeing going through right now is related to Iranian or Iranian, and it's just empty tankers.

But to your point, we were seeing over the last month this increase in traffic going through, increased confidence, increased risk-taking.

And that really helped the oil market, not necessarily on the oil price, but in the differentials, you really saw the air being let out of the tires there, the pressure taken out, as we saw the stranded cargoes in the Mideast Gulf getting out of there.

But then again, it's one step forward, two steps back here, where we're back to essentially the doors being shut again.

It's got to be higher.

You know, I'll hold up my hands here.

And, you know, in March, if you'd asked me that question, you may have done.

But like, you know, all prices should be 120, 130, 140 dollars if you close the straight for months and months.

And so perhaps I've been burned by saying that.

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