Geopolitical Risk Premium in Commodity Markets
Discussed in 3 analyzed podcast episodes across 3 shows
Episodes
The David Lin Report · Apr 29, 2026
$150 Oil By Q3? This Could Break Markets Warns Economist | Bob Ryan
Strait of Hormuz Blockade and Maritime Chokepoint RiskOil Price Forecasting and Backwardation AnalysisOPEC Production Discipline and UAE ExitIran Nuclear Deal Negotiations and Ceasefire TermsU.S. Oil Export Expansion and Platts Benchmark Changes
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Bloomberg Surveillance · Apr 22, 2026
Bloomberg Surveillance TV: April 22nd, 2026
Fed Chair Confirmation Politics and Kevin Warsh HearingFederal Reserve Communication Reform (Dot Plot vs Monetary Policy Reports)Balance Sheet Policy and Quantitative Easing FrameworkInterest Rate Policy and Inflation Targeting StrategyIran Nuclear Program Negotiations and Enrichment Rights
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