Oil Shock or Opportunity?

What happens when 20 percent of the world’s oil supply is suddenly at risk?In this episode, Philip Palumbo sits down with commodity strategist Matt Bauer to break down the real forces driving oil prices right now, from geopolitical tension in the Strait of Hormuz to the hidden mechanics of global supply chains. They go beyond headlines to explain what is actually moving markets and what investors often misunderstand about energy independence.They also zoom out to tackle the bigger question: are we entering a new commodity supercycle, or is this just another short-term surge driven by fear and volatility?Key takeaways:- Why oil prices are being driven more by logistics than supply-The truth about US energy independence- Whether AI and global demand could spark a new commodity boomIf you want to understand where commodities are headed and how to think clearly in uncertain markets, this episode will sharpen your perspective.