About this episode
The episode discusses the implications of a fragile ceasefire and its impact on oil prices and shipping in the Strait of Hormuz.
WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. DOWNLOAD a pdf of a lightly edited transcript using the blue Download button below. There is no power point slide deck this week. For the past month we have been recording these videos several days in advance of publication and repeating the line that we hope peace will have been declared and the Strait reopened by the time of Saturday publication. Today the message is different. We are recording this late morning New York time on Thursday, April 9. A fragile ceasefire is sort of still in place and there is optimism that shipping volumes in and out of the Strait of Hormuz is on track to revert to something much higher than where we’ve been. It will of course take some time to get back to fully normal pre-War flows. We were originally planning a longer discussion with a power point on evolving our Super Vol theme to more explicitly call it Geopolitical Super Vol, and we will touch upon that in this video podcast. But given the dramatic ceasefire news and major equity and commodity market moves, we…
People in this episode
Host: Arjun Murti
Topics covered
- geopolitics
- oil prices
- market analysis
- ceasefire
- shipping volumes
Keywords
- ceasefire
- oil prices
- Strait of Hormuz
- geopolitical risks
- market moves
Mentioned in this episode
Places: New York, Strait of Hormuz
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