Wars Raging, Production Falling, Strait Closed - Why Isn't OIL $100+? Josh Young

Jul 29, 2026 Commodity Culture
Josh Young sees both geopolitical factors and macro tailwinds behind the oil sector as incredibly strong and with the war in Iran continuing to escalate, attacks on oil infrastructure in Russia accelerating, and the Strait of Hormuz nowhere near operational, Josh sheds some light on why oil isn't yet going parabolic, and what it will take to get us there.

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00:00 Introduction
00:26 Why is the Oil Price Dropping?
05:07 Long Term Trajectory is Higher Prices
09:33 Why is the Market so Complacent?
15:06 Strait of Hormuz and Bab al-Mandab
20:01 $250 WTI Crude is Coming
27:02 Will Oil Go Parabolic After the War?
37:13 Which Oil Companies Are Most Investible?
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