The David Lin Report $250 Oil Next: Why No One Is Prepared For The Biggest Event Of Our Time | Josh Young
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Mar 7, 2026 Josh Young, CIO and Founder of Bison Interests, is an oil-market strategist focused on resource-driven opportunities. He breaks down the Iran-triggered oil shock and Strait of Hormuz closure. He explains delayed price reactions, how prolonged disruptions could lift oil to inflation-adjusted highs, limits of US supply responses, and where energy-related investment opportunities may emerge.
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Strait Of Hormuz Closure Is A Sustained Supply Shock
- Iran retaliation closed the Strait of Hormuz and daily oil price ratcheting reflects a sustained supply shock rather than a short blip.
- Josh Young compares this to the Houthis in the Red Sea and warns markets assumed a quick fix, so prices are rising ~5% per day when closure persists.
All Time High Oil Prices Are Plausible This Cycle
- Josh Young says unresolved closure could push oil to inflation‑adjusted all‑time highs near $200+ and he personally wears a $250 WTI hat.
- He frames 2008's $147 nominal high as ~200+ inflation adjusted and says cycles often hit new peaks.
Release The Strategic Petroleum Reserve Now
- Use the Strategic Petroleum Reserve now to blunt the shock because it was designed for Strait of Hormuz disruptions.
- Josh criticizes prior SPR draws for political timing and says releasing it would be appropriate immediately.