Sagar Enjeti

speaker

6,491 appearances 28 recordings 1 series first heard Jan 2026 last heard 8 Jun

Sagar Enjeti’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 — 28 in all, peaking in Feb 2026 with 7.

Appearances

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Breaking Points with Krystal and Saagar · 6/4/26: Pratt Slips In LA Mayors Race, Lebanon Ceasefire Falls Apart, US Oil Reserves 22 Year Low · 4 Jun 2026 podcast

than it is right now.

We can put C5 up on the screen here.

Something is going to snap.

So far, the closure of the Strait of Hormuz has not led to a major economic disaster, but that won't last forever.

And the factors that he identifies, Ryan Cooper here, who's the journalist behind this piece, are, as Sagar was saying, the fact that you have a lot of nations who are drawing down on their strategic petroleum reserves.

So you have levels in those reserves reaching the

proverbial bottom of the barrel.

So that is not something that can be kept up indefinitely.

Another factor that he does identify is the incomplete but significant transition to green energy, which has helped to serve as a buffer.

Chinese exports, the rights of solar and EVs are soaring, even very poor countries buying in bulk.

For a nation like Egypt, whose oil imports have been a crushing burden on a struggling economy,

Renewable energy is not about hippy-dippy environmentalism.

It's a matter of life and death.

Same thing happening in Cuba, by the way, right now because of our blocking of oil imports there.

And then the other thing that he points to is the fact that you have had a lot of countries, in particular in Asia, multiple, like several dozen countries around the world that have cut back their consumption already through rationing and other controls.

So they already concede the writing on the wall.

They're already implementing these restrictions so that you can help to stave off the worst of the price hikes.

Obviously, here in the U.S., we haven't taken any such measures.

We're just relying on the market prices getting so high that demand destruction, as it calls, happens naturally.

Yeah.

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