Meet the Press Meet the Press NOW — March 19
10 snips
Mar 19, 2026 John Kilduff, energy industry analyst and founding partner of Again Capital, gives market analysis on oil prices and supply impacts. He breaks down how recent strikes in the Middle East moved markets. He discusses repair timelines for damaged energy infrastructure and what that could mean for prices in early April.
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War Driven Energy Price Shock
- The Trump White House faced rising energy-price anxiety after Israel and Iran struck major Gulf energy infrastructure.
- Kelly O'Donnell highlighted images of fires at South Pars and Iran's retaliatory strikes on regional refineries that sent crude above $90 a barrel.
Unsanctioning Iranian Oil As A Market Bandage
- The administration considered loosening sanctions on Iranian oil as a short-term market fix amid rising prices.
- Garrett Haake noted unsanctioning Iranian barrels could placate China and temporarily add 10–14 days of global supply.
U.S. And Israel Goals Are Diverging
- U.S. officials differ with Israel on strategic goals in the conflict, with Israel focused on regime change and the U.S. emphasizing military objectives.
- Courtney Kuby said coordination exists but U.S. political goals have shifted and often center on missiles, drones, and nuclear program concerns.