How Long Can Markets Survive The Energy Crisis? Experts Reveal What's Next
Mar 18, 2026
Ten experts debate a 2026 oil shock, from Strait of Hormuz closures to market panic. Discussions cover selling Treasuries to buy oil, Asia’s greater vulnerability, and how China’s renewables shift the balance. Analysts argue the spike may be fear-driven versus a structural change, while technical and equities perspectives weigh short-term rallies and energy stock opportunities.
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insights INSIGHT
Strait Of Hormuz Shutdown Drives Daily Oil Spikes
A Hormuz shutdown can push oil to unprecedented highs because it directly disrupts a fifth of global crude flows.
Josh Young notes oil has been rising 5–8% daily as shipping is stranded and combat risks persist.
insights INSIGHT
Fear Amplifies Even A Temporary Hormuz Threat
A short-term blockade can create extreme financial and psychological market moves even if Iran lacks long-term blockade capability.
Rick Rule warned markets go "crazy" until capability is proven limited, a process taking weeks.
insights INSIGHT
Oil Shock Could Trigger A Bond Market Reversal
Prolonged oil disruption may force oil-importing nations to sell U.S. Treasuries to buy fuel and food.
Luke Gromen argues this conversion from financial to physical assets could stress the bond market and drive sellers.
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Ten experts across energy, macro, geopolitics, and technical analysis give their sharpest takes on the 2026 oil crisis. Matthew Milligan, Producer, fills in for David.*This video was recorded on March 17, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MATTHEW D. MILLIGAN:X: https://x.com/MilliganMattDAcademic work: https://matthewdmilligan.academia.edu/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.1:20 - Josh Young and $200 oil3:o0 - Rick Rule when oil was at $704:05 - Luke Gromen and the bond market5:00 - Louis Gave and Asian bound oil6:44 - Shaun Rein and the fallout in China8:41 - Steve Hanke on comparisons to the 1970s10:23 - Hal Kempfer on the oil shortfall11:16 - Bubba Horwitz on his oil short13:26 - Chris Vermeulen’s technical analysis15:32 - Where does that leave investors?#investing #iran #oil
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