# Gas Is Back Above $4 — And Could Keep Rising

Page: https://stenobird.com/podcast/prof-g-markets-6899881/gas-is-back-above-4-and-could-keep-rising
Text version: https://stenobird.com/podcast/prof-g-markets-6899881/gas-is-back-above-4-and-could-keep-rising.md
Podcast: [Prof G Markets](https://stenobird.com/podcast/prof-g-markets-6899881)
Published: 2026-07-21T08:15:00+00:00
Episode link: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/traffic.megaphone.fm/VMP4919799289.mp3
Audio file: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/traffic.megaphone.fm/VMP4919799289.mp3
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Duration seconds: 1959

## Resource

Ed Elson is joined by Matt Smith to break down how the latest developments in the war with Iran are affecting oil prices and where he thinks gas prices could be headed next. Then, Charlie O'Neill joins the show to discuss China's new AI model, Kimi K3, why open-source models are gaining momentum, and what that shift could mean for the broader AI race. Matt Smith is the Director of Commodity Research at Kpler. Charlie O’Neill is the Co-Head of Model Training at Baseten.  Subscribe to the Prof G Markets Youtube Channel  Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

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## Transcript

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