Mr. Beat Up

speaker

680 appearances 3 recordings 1 series first heard Jun 2026 last heard 8 Jul

Mr. Beat Up’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.

Appearances

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Equity Mates Investing Podcast · Meta copies another product, we’re beating the market & the chase for Warren Buffett continues · 28 Jun 2026 podcast

Wow.

Collectively, I think it was CNN, they had the count 1,500... No, 150,000 square feet of barnacles have crusted onto some of these ships.

And they can't move.

Wow.

So they need to then go and get basically scraped, get them scraped off before they can start moving again.

Oh, wow.

So I think, like...

The two sides of that story are the futures market has come down massively.

Traders think that we're normalising and prices are sort of returning to where they were pre-wars.

But that's the futures market.

The reality on the ground is that, like,

Getting this unstuck literally will take some time.

We've got to scrape barnacles.

We've got to clear the backlog from the straight.

The oil that is passing through the straight then has to go through, like for us in Australia has to go through refineries in Asia and then down into Australia.

Good news is the Geelong refinery, Viva's Geelong refinery is back at 90% capacity.

So like expect a gradual decline at the petrol pump, but we have seen a meaningful drop in futures markets.

Yeah.

And the reason we wanted to do it now is because you're actually going away for a few weeks.

And so we thought it would be a good opportunity to just pause and sort of recap where we are.

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