Owen Tucker-Smith

speaker

158 appearances 2 recordings 1 series first heard Jul 2026 last heard 2d ago

Owen Tucker-Smith’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 — 2 in all, peaking in Sep 2026 with 1.

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The Journal. · The World is Running Out of Fuel · 21 Sep 2026 podcast

They are trying to compete for a limited number of them, and so they want to be the lowest price in the crowd.

You especially hear this from companies like

like Walmart or Kroger or these big box retailers that are selling to the mass market.

Whenever they can, they will advertise their rollbacks of prices.

So the calculus here is, will it hurt your profit right now?

It might, but it might also increase your sales.

They use resin, which is an important chemical compound that is very important for plastics.

It's made from oil.

And so when this kind of thing happens and oil prices skyrocket, the cost of resin goes up too.

And some of their costs were up 30, 40, 50 percent.

And that's just not a thing that they could handle for too long.

So now when their suppliers tell them we're hiking prices, 60 cents, that 60 cents is going to go to their customer.

So you're starting to see, I think, some of these firms that for a while did want to keep prices stable start to buckle a little bit and start passing it along.

I think for a lot of businesses, there was this moment of optimism this summer when energy prices were starting to fall again.

And there almost was a little bit of a feeling like maybe we're getting out of the woods.

And then in August, tensions picked back up again, and the price of fuel picked up again.

you know we recently had six dollar diesel and i think that's when some of these businesses and economists started to realize like these price shocks are starting to really embed themselves in into the economy

We just got JP Morgan commodity analysts put out their latest forecast and they were saying, we don't even know how to model this anymore.

There is no baseline because you can't see around the corner here.

It's almost not worth predicting.

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