Episode

#83 A very tight strait. Can oil get to $150?

Podcast: The Investment Perspective, with Ninety One
Published: May 18, 2026
Duration seconds: 724
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Summary

With the Strait of Hormuz blockaded and global oil inventories drawing down fast, the oil market is approaching a critical inflection point. Paul Gooden cuts through the geopolitical noise to explain the supply-and-demand dynamics at play, what the numbers actually mean for oil prices, and why equity investors are more cautious than you might expect. Hosted on Acast. See acast.com/privacy for more information.