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

fire a missile at a ship, threaten to do that, and the price of oil will surge again. matched

Like we'd seen the price of oil kind of stay below 100 for a while. matched

And then, you know, about a week ago, it got back to that level. matched

Given that, why should the price of oil ever be below 100? matched

Since at any moment, it seems like it could maybe shoot back up to that level. matched

Why does it get back down? matched

That's what I'm having trouble understanding. matched

Just on that supply side, you're saying that what we're seeing in the futures market, this volatility we're seeing where the price might go up to 100, it might go back down. matched

I think as we're speaking now, it's in the 80s. matched

You're saying that behind that, that there is already taking place like a rewiring sort of of the market where people are trying to figure out how do we not make the Strait of Hormuz, which is the center of this conflict, how do we not make that this choke point? matched

And that's already started to happen. matched

Wow. matched

And just on the supply side still for one second, Rukai, one thing I know you've talked about is this idea of kind of changing incentives for oil producing companies. matched

You talked about the anti-OPEC club, maybe countries that will think about supply and demand differently. matched

Are there places where supply of oil is – that this crisis maybe will accelerate the production of oil from certain places or – matched

You know, things that maybe weren't economically or politically feasible before that are now. matched

Are we seeing a change on the supply picture coming out of what's been going on over the last couple months? matched

But getting back to what you said before, too, it seems like you're saying that maybe the bigger change, so the supply changes you're saying are meaningful, especially at the margins, maybe in a time of crisis, but are not an enormous change in the amount of oil that will be supplied. matched

It sounds like you're saying, and David, I'm curious for your perspective on this, too, that it will be a change in demand that really is kind of the biggest shift that comes out of this crisis. matched

Am I understanding that right? matched

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