# The Deal Is Done. Now What?

Page: https://stenobird.com/podcast/know-your-risk-podcast-218898/the-deal-is-done-now-what
Text version: https://stenobird.com/podcast/know-your-risk-podcast-218898/the-deal-is-done-now-what.md
Podcast: [Know Your Risk Podcast](https://stenobird.com/podcast/know-your-risk-podcast-218898)
Published: 2026-06-16T21:58:13+00:00
Episode link: https://www.spreaker.com/episode/the-deal-is-done-now-what--72556338
Audio file: https://api.spreaker.com/download/episode/72556338/kyr_podcast_6_16.mp3
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JSON: https://stenobird.com/v1/public/podcasts/know-your-risk-podcast-218898/episodes/the-deal-is-done-now-what
Duration seconds: 3019

## Resource

June 16, 2026 - Zach and Chase react to the newly announced Middle East deal, the collapse in oil prices, and why the market may be celebrating too quickly. They discuss the reopening of global energy flows, record inventory draws, the Strategic Petroleum Reserve, the SpaceX IPO, equity supply hitting the market, and why physical supply-and-demand dynamics may ultimately matter more than the headlines.

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## Transcript

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