# Alternative Realities: What's next for oil prices? Page: https://stenobird.com/podcast/insights-now-163657/alternative-realities-what-s-next-for-oil-prices Text version: https://stenobird.com/podcast/insights-now-163657/alternative-realities-what-s-next-for-oil-prices.md Podcast: [Insights Now](https://stenobird.com/podcast/insights-now-163657) Published: 2026-03-17T17:31:00+00:00 Episode link: https://insightsnow.podbean.com/e/alternative-realities-whats-next-for-oil-prices/ Audio file: https://mcdn.podbean.com/mf/web/v26mbdit4h76hcin/Alternative_Realities_Season_2_Episode_25a3x04.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/insights-now-163657/episodes/alternative-realities-what-s-next-for-oil-prices Duration seconds: 1074 ## Resource Energy markets are on edge as geopolitical risk meets shifting demand, elevating the importance of balance, quality and discipline in portfolio construction. Markets are pricing a near term risk premium while longer dated benchmarks remain steadier, yet timing matters as continued Strait of Hormuz disruptions can shift outcomes on a week by week basis. Join Aaron Mulvihill, Global Alternatives Strategist, and Aga Zmigrodzka, Equity Research Analyst, Energy and Infrastructure, at J.P. Morgan Asset Management as they discuss what’s next for oil markets and where disciplined capital allocation and strong balance sheets may uncover durable opportunities across the energy value chain. Watch the video version on YouTube. Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/insights-now-163657/episodes/alternative-realities-what-s-next-for-oil-prices/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/insights-now-163657/alternative-realities-what-s-next-for-oil-prices.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.