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

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Podcast: [The Investment Perspective, with Ninety One](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967)
Published: 2026-05-18T07:13:04+00:00
Episode link: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/83
Audio file: https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/6a070c01efd1f558b0912388/media.mp3
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Duration seconds: 724

## Resource

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.

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## Transcript

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