Mike McGlone

speaker
230 appearances 31 recordings 1 series first heard Feb 2026 last heard 21 Aug

Mike McGlone’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
13 · Jun OctJan 26AprJulnow

Recordings per month over the last 12 months — 31 in all, peaking in Jun 2026 with 13.

Appearances

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The U.S.
in the western hemisphere with the U.S.
in the middle is now the price maker status in crude oil.
It is an oversupplied market with a bit of an aberration at the moment in the Gulf.
And as we get to normalize a little bit, we'll switch back to an oversupplied market.
In the U.S., the largest producer, that's around $55 a barrel.
The key thing that's happening in crude oil is we have a significant bifurcation between the actual price of crude oil, which I think is going to head lower, and the price of gasoline and diesel, what we call distillates at the pump.
And that word we use for that is the crack spread, the spread between what actually is refined from crude and what the underlying foundation of crude is.
And the crack spreads have reached the highest almost ever, but very similar to what we got in 2022, which marked a peak in price, and then everything rolled over back lower.
Remember, that's retail.
It's on the street what you pay.
And then what we deal with crude oil, that's wholesale.
The key thing, though, is...
I think he's right.
Prices will go back down to where they were before the war.
But now we're in summer driving season.
That's when prices are typically high.
I think we go back down to $2.90.
Remember, that's retail.
It's on the street what you pay.
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