Strait of Hormuz will BREAK oil markets! | Matt Smith, Kpler

Matt Smith is the director of commodity research at Kpler, one of the leading energy data firms in the world. He joins Phil Rosen to discuss how much oil is actually moving through the Strait of Hormuz, the outlook for crude prices and global oil flows, Iran's economic leverage over the US, OPEC's changing membership, and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Intro 0:20 - Oil flows in Strait of Hormuz1:56 - Why oil isn't at $150 yet5:20 - US vs. Iran leverage6:35 - Record US oil exports8:29 - Diesel shock10:02 - Jet fuel shortage12:29 - Is the US actually insulated?13:40 - US gas prices14:32 - Permanent energy realignment?15:56 - Russia and China18:41 - UAE leaves OPEC+21:22 - Returning to normal23:50 - Tanker insurance24:43 - Inflation outlook25:30 - Where To Find Matt's WorkDisclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.#podcast #investing #markets #macro #stocks #bitcoin #fed