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In this video, we thought we’d try to figure out why oil prices are not higher, and whether this might be the result of some mischievous meddling in the markets.
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0:00 Why Aren’t Oil Prices Higher?
7:07 Sponsor
Sources
Oil prices
https://tradingeconomics.com/commodity/brent-crude-oil
https://www.macrotrends.net/1369/crude-oil-price-history-chart
https://x.com/JavierBlas/status/2053886204836229428/photo/1
US/Japan weighing intervention in futures markets
https://www.bloomberg.com/news/articles/2026-03-24/japan-is-said-to-sound-out-market-on-oil-futures-intervention
https://www.reuters.com/business/energy/us-weighs-oil-futures-market-action-combat-rising-energy-prices-wh-official-2026-03-05/
IEA comments
https://www.theguardian.com/business/2026/apr/07/oil-prices-donald-trump-iran-stock-market-imf-inflation
Rerouting estimates
https://www.kpler.com/es/blog/beyond-hormuz-the-pipeline-routes-that-could-reshape-gulf-oil-flows
https://www.bloomberg.com/news/articles/2026-04-24/saudi-arabia-s-hormuz-oil-bypass-is-yet-to-maintain-full-exports
Bloomberg Hormuz tracker
https://www.bloomberg.com/news/articles/2026-04-04/hormuz-tracker-weekly-transits-reach-highest-since-war-began
Inventories data
https://www.ft.com/content/8ebecab1-552e-4e12-96cf-c36d738aeb2e
https://www.bloomberg.com/news/articles/2026-05-09/iran-war-is-draining-world-s-oil-buffer-at-unprecedented-pace
China imports
https://www.ft.com/content/ae621e63-0be6-4818-9bec-eb1188737a1a
https://www.bloomberg.com/opinion/articles/2026-05-08/iran-war-china-s-invisible-hand-is-rebalancing-the-oil-market?utm_source=website&utm_medium=share&utm_campaign=twitter
