Global oil inventories are running out faster than most people realize. Josh Young, founder and CEO of Bison Interests, says less than 10% of global stockpiles may be usable, and the market has almost no room left for another supply shock. He explains why WTI’s fair value sits near $105 a barrel, why an Iran peace deal might not bring lasting relief, and which part of the energy market he believes is deeply undervalued.
Chapters:
00:00 Saudi Aramco Warns Rebuilding Oil Stockpiles Could Take Two Years
02:00 Would an Iran Peace Deal Crash Oil? Why WTI’s Fair Value Is $105
04:03 How Long It Takes to Restore Damaged Middle East Energy Infrastructure
05:33 Strait of Hormuz Flows, Misleading Data and Wartime Propaganda
08:18 Diesel at $200 a Barrel: Why Refined Products Matter Most
10:40 Russia, China and the Real Drivers of the Diesel Squeeze
12:38 Why a US Diesel Export Ban Is Very Unlikely
14:41 Undervalued Small-Cap Oil Producers and Trump’s Midterm Price Promise
17:40 The Fed, Rate Hikes and What Milton Friedman Got Right
20:37 Kevin Warsh, Government Inertia and Massive Currency Debasement
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