Odd Lots

Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense

May 18, 2026·30 min·6-min readconversationalnews
Podzilla Summary (6 min)
TLDR
Europe is not currently facing a jet fuel shortage, but supply could tighten by summer if the Strait of Hormuz remains closed. Meanwhile, global food supplies are currently abundant, but future shortages loom due to reduced planting and rising input costs like fertilizer, driven by geopolit

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Guest

J

Javier Blas

conversational on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

Javier BlasLorcan Roche Kelly

Books

The World for Saleby Javier Blas

Companies

BloombergTyson

Products & Tools

Carbon Border Adjustment Mechanism

Topics

Business NewsEconomicsGeopoliticsGlobal NewsInflationSupply Chain

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