Squawk on the Street SOTS 2nd Hour: Jones Act Waiver, Iran Market Latest, & LIVE: Docusign CEO 3/18/26
Mar 18, 2026
Eamon Javers, Washington-based correspondent who covered the White House announcement and Jones Act waiver live, discusses the 60-day Jones Act waiver and its market implications. He reports on related oil supply and regional fuel impacts. He also touches on Middle East developments and how geopolitical tensions could ripple through commodities and markets.
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Reallocate From Linear Networks To Growth Areas
- Reconfigure structurally declining businesses like linear networks and reassess ESPN within the company portfolio.
- Kevin Mayer advises bold bets and asset reallocation, including exploring video games and digital partnerships to reach younger viewers.
Disney Parks Provide Low Risk Cash Growth
- Parks remain a reliable cash engine with a $60 billion capital plan and international expansion on the horizon.
- Mayer expects continued price-led growth and low execution risk given Josh DeMauro's parks expertise.
Waiver Could Trim Gas Prices Marginally
- Allowing non-U.S. ships could lower U.S. retail gasoline by roughly $0.10 per gallon, with largest benefits on the East Coast.
- Dan Struven cites academic studies and says effects concentrate where regions are net importers.