Oil – everything you need to know and more

Oil – everything you need to know and more

From Your Wealth by NAB

March 27, 2026 · 46 min · Episode 262

About this episode

The episode discusses the current challenges in the oil market due to the conflict in Iran and the implications for pricing and supply.

With the Strait of Hormuz still effectively closed and no end in sight to the war in Iran, the challenges for oil – and all its downstream effects, remain elevated. So what does it all really mean? Singapore-based independent oil expert Vandana Hari joins the podcast to discuss: Why the disconnect between paper and physical oil is unprecedented How that will play into actual prices paid by end users What has been affected and how long it will take to get back online, Whether markets are accurately pricing the disruption and How quickly we can expect an end – or an escalation – to hostilities You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth. If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

People in this episode

Guest: Vandana Hari

Topics covered

  • oil market
  • Iran conflict
  • price disruption
  • physical vs paper oil
  • market analysis

Keywords

  • oil
  • Iran
  • Strait of Hormuz
  • market disruption
  • Vandana Hari
  • price analysis
  • physical oil
  • paper oil

Mentioned in this episode

Organizations: NAB

Places: Iran, Strait of Hormuz

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