Strait of Hormuz will BREAK oil markets! | Matt Smith, Kpler

Matt Smith is the director of commodity research at Kpler, one of the leading energy data firms in the world. He joins Phil Rosen to discuss how much oil is actually moving through the Strait of Hormuz, the outlook for crude prices and global oil flows, Iran's economic leverage over the US, OPEC's changing membership, and more.

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Timestamps:

0:00 - Intro 

0:20 - Oil flows in Strait of Hormuz

1:56 - Why oil isn't at $150 yet

5:20 - US vs. Iran leverage

6:35 - Record US oil exports

8:29 - Diesel shock

10:02 - Jet fuel shortage

12:29 - Is the US actually insulated?

13:40 - US gas prices

14:32 - Permanent energy realignment?

15:56 - Russia and China

18:41 - UAE leaves OPEC+

21:22 - Returning to normal

23:50 - Tanker insurance

24:43 - Inflation outlook

25:30 - Where To Find Matt's Work

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