Episode
The Market Still Doesn’t Get the Energy Crisis
- Podcast
- Know Your Risk Podcast
- Published
- May 14, 2026
- Duration seconds
- 3024
- Processing state
not_requested
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Summary
May 14, 2026 - Zach and Chase discuss why markets may still be dramatically underestimating the scale of the global energy disruption despite worsening inventory draws, tightening supply conditions, and mounting inflationary pressures. They break down the disconnect between semiconductor euphoria and physical energy realities, why diesel prices may matter more than crude itself, China’s strategic positioning, SPR depletion, freight inflation risks, and why policymakers continue stimulating demand into what they believe is an unfolding supply shock.