Robin Brooks

speaker
308 appearances 6 recordings 3 series first heard Feb 2026 last heard 20 Aug

Robin Brooks’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
3 · Aug OctJan 26AprJulnow

Recordings per month over the last 12 months — 6 in all, peaking in Aug 2026 with 3.

Appearances

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But I think a bunch of things are different now.
2021, 2022, we were obviously recovering from COVID.
The global economy was gunning.
That's not at all the situation now.
We don't have the kind of fiscal stimulus that we had then.
And so the global economic picture is genuinely weaker now.
And if at the end of the day, we're talking about a conflict that is a matter of one month or something like that, then I think the case for transitory is stronger.
Definitely the threat to global growth.
We are in a relatively good position because we're a net oil exporter.
But Europe, for example, not only is getting hit by oil prices, but also a big spike in natural gas prices.
So that's really bad news for others.
The United States now is less dependent on oil imports than we were 50 years ago.
But countries like Pakistan, India, Thailand, China, Japan, they are really being hurt by this.
This goes back to what happened in 2022 with Russia invading Ukraine.
Western Europe said, hey, we can't be so dependent on Russian gas anymore.
And so they started importing a lot more LNG.
And now that infrastructure has been damaged.
You could be looking at a return of a very negative theme that we had from back in the 1970s, which is the so-called stagflation, a perfect storm of lower economic activity and higher general prices.
However, we have been effectively operating our LNG export capacity at as close to full as possible.
We simply cannot export any more.
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