PODCAST: Daily Energy Markets - May 14th
From Gulf Intelligence Podcasts by Gulf Intelligence
May 14, 2026 · 31 min
About this episode
The episode discusses the disconnect between equity markets and energy market risks amid the Strait of Hormuz crisis.
Today’s Daily Energy Markets Podcast examined the growing disconnect between record-breaking equity markets and mounting energy market risks linked to the Strait of Hormuz crisis. Toby Copson warned volatility is becoming entrenched as traders brace for prolonged disruption. Peter McGuire highlighted rising US inflation and bond yields as major threats to markets, while David Elward warned accelerating demand destruction and shrinking fuel inventories are masking the scale of the global energy crisis.
Topics covered
- energy markets
- equity markets
- Strait of Hormuz crisis
- US inflation
- bond yields
- global energy crisis
- demand destruction
Keywords
- energy markets
- equity markets
- Strait of Hormuz
- US inflation
- bond yields
- demand destruction
- fuel inventories
Mentioned in this episode
Places: Strait of Hormuz
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