The Global Oil and Gas Markets - The Commodities Super Cycle and Return to Tangibles

About this episode

The episode discusses the return to tangible assets in the context of the global oil and gas markets, focusing on the geopolitical impacts of the Strait of Hormuz and the ongoing commodity super cycle.

Wasif Latif, Co-Founder, President & Chief Investment Officer, Sarmaya Partners, stopped by the Energy News Beat Podcast again. This time, we covered the current events on the Strait of Hormuz and the impact of the Iranian war. It does not look like they will be going away quietly into the night and will want to cause damage to the global markets, as they were caught mining the Strait this weekend. We highly recommend following Wasif on his LinkedIn https://www.linkedin.com/in/wasiflatif/ , and check out Sarmaya Partners https://sarmayapartners.com/ 1. The Return to Tangibles & Commodity Super Cycle The podcast opens with the central theme that the world is returning to tangible assets—commodities, real assets, and energy. Wasif Latif argues this is a multi-year secular trend that began in 2021, driven by inflationary pressures and geopolitical events. He believes we're in the early innings of a commodity super cycle that will last several years. 2. Geopolitical Impact on Oil Markets A major focus is the closure of the Strait of Hormuz and its cascading effects on global oil supply. The hosts discuss how this disruption has taken 10-20% of global oil supply offline…

People in this episode

Host: Stuart Turley

Guest: Wasif Latif

Topics covered

• global oil markets
• commodity super cycle
• geopolitical impact
• oil supply and demand
• tangible assets

Keywords

• oil markets
• commodity super cycle
• geopolitical events
• Strait of Hormuz
• supply shocks
• tangible assets
• inflation

Mentioned in this episode

Organizations: Sarmaya Partners

Places: Strait of Hormuz, U.S., Asia

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