Telis Demos

speaker

1,116 appearances 8 recordings 1 series first heard Jul 2026 last heard 6d ago

Telis Demos’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 — 8 in all, peaking in Aug 2026 with 4.

Appearances

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WSJ's Take On the Week · Why Oil Prices Could Hit a Breaking Point by Year End · 2 Aug 2026 podcast

That's the big question really I think at the heart of this. matched

One thing, David, I know you said is that the Fed not doing anything this meeting gives them a little more time also to think about what's really happening in the oil markets. matched

We've seen the return of some pretty wild volatility with the price of crude over the last couple of weeks, right? matched

And to that point, crude oil prices, though they may fluctuate, are not directly part of the CPI, the Consumer Price Index. matched

The things that are are things like gasoline, right? matched

And one thing you've been writing about is that the prices of things that are derived from oil, like gasoline, like diesel, those prices have not necessarily gone right up and down with oil. matched

But at times, you know, even though the price of crude has fallen, the price of those other products have stayed high. matched

That's matched

What's the term for that? matched

It's the crack spread. matched

So to try and get at those dynamics, we've brought in Ruqayah Ibrahim. matched

She is BCA Research's chief commodity strategist. matched

And Dave and I peppered her with questions about – matched

What she thinks is the longer-term picture that's emerging for oil and for those other products. matched

How could our energy economy, the way that we power things, change over time because of what's going on in this conflict that points toward sort of a longer conclusion about where prices and interest rates and all that sort of thing should be. matched

So we're going to have that conversation with Rukaya when we come back. matched

Rukaiya, welcome to our show. matched

So here's what I'm wondering. matched

Now that we know that pretty much at any moment, seemingly, with a logic that, I don't know, maybe you guys have a view on, but I certainly don't, that the U.S. matched

and Iran could, regardless of whether or not there's a ceasefire or an agreement or a deal in place, could at any moment be matched

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