Know Your Risk Podcast Is Inflation About to Spike Again?
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Mar 18, 2026 A deep dive into how geopolitical tensions and attacks on energy infrastructure could push oil prices and markets. Discussion of widening WTI–Brent spreads and the risk of export controls. Analysis of hot producer price prints and signs that inflation may inflect higher. Coverage of fiscal stress in Gulf states, potential asset sales, and looming food and fertilizer price pressures.
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Inflation Is Poised To Spike Imminently
- Inflation is already re-accelerating before full oil supply shocks hit the market.
- Chase Taylor points to three hot PPIs in a row and rising core PPI near 3.5% as a signal that inflation will inflect sharply higher imminently.
Watch WTI Brent Spread And Export Policy For Signals
- Watch the WTI–Brent spread and policy moves like export controls as early indicators of bigger supply shocks.
- Chase warns a spread ripping to $20–25 could follow export throttling and says wait for confirmation before speculating.
Energy Infrastructure Attacks Amplify Oil Market Stress
- Attacks on regional energy infrastructure can rapidly widen WTI–Brent spreads and constrain global exports.
- Chase notes U.S./Israel strikes on a huge gas field and subsequent damage to Qatar and Saudi facilities, increasing export bottleneck risks.