Odd Lots

Javier Blas on Why Oil Could Go Much, Much Higher

April 1, 2026·41 min·4-min readconversationalbusiness
Podzilla Summary (4 min)
TLDR
Despite a major disruption to global oil flows due to the closure of the Strait of Hormuz, oil prices have not spiked to panic levels, currently hovering around $115–$125 per barrel for Brent crude. However, refined product prices in Asia, particularly diesel and jet fuel, have surged to

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Guest

J

Javier Blas

conversational on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

Javier Blasby Javier BlasTracy AllowayJoe Weisenthal

Books

Oil 101by Morgan DowneyThe World for Saleby Javier Blas

Companies

Bloomberg

Products & Tools

Brent CrudeTTF Benchmark

Topics

Business NewsGeopoliticsInflationStartupsTech IndustryVenture Capital

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