DEAL in IRAN & Kevin O'Leary's Data Center Backlash | ZFS 65

About this episode

The episode discusses the complexities of the Iran situation and its impact on global markets, particularly focusing on crude oil and fertilizer supply.

Send us Fan Mail Everyone keeps saying the Iran situation is “cooling off” and the Strait of Hormuz is about to “open back up.” But when you actually look at the data, it doesn’t match the headline. We start with a Chevron CEO warning about real supply stress showing up overseas, then we walk through the market moves around the so called ceasefire and the “deal” rumors. We track the Strait live, look at crude, urea fertilizer, and the 10 year, and then get into the weirdest part: huge crude o...

People in this episode

Host: Zachary Foust

Topics covered

• Iran situation
• market analysis
• crude oil
• fertilizer
• supply chain
• geopolitical events

Keywords

• market moves
• Iran
• Chevron
• Strait of Hormuz
• crude oil
• urea fertilizer
• ceasefire
• supply stress

Mentioned in this episode

Organizations: Chevron

Products: crude, urea fertilizer

Places: Iran, Strait of Hormuz

More episodes of The Zach Foust Show

• U.S. has a deal with Iran? | ZFS 79 · June 12, 2026 · 13 min
• "Big Corps have STOLEN our Country | ZFS 78 · June 12, 2026 · 1h 6m
• LATEST Inflation Numbers, Iran, and 3 BIG WARNINGS | ZFS 77 · June 11, 2026 · 1h 21m
• 10 Reasons Why.....The Fed Reserve is CORRUPT | ZFS 76 · June 9, 2026 · 1h 3m
• Midterm Primary Election DOOM or GLOOM w/ Nico Agosto | Cabin Fever 11 / ZFS · June 5, 2026 · 1h 10m
• The Truth About the Housing Market Nobody Wants to Hear | ZFS 75 · June 3, 2026 · 1h 23m