Bitcoin Magazine Josh Young: “Massive” Currency Debasement to Come From Oil’s Run Higher Global oil stocks are depleting fast. Bison's Josh Young warns of low usable reserves, $105 fair-value WTI, and hidden upside in undervalued energy assets.
Bitcoin Magazine
Josh Young: “Massive” Currency Debasement to Come From Oil’s Run Higher
Global oil inventories are running out faster than most people realize. Josh Young, founder and CEO of Bison Interests, says less than 10% of global stockpiles may be usable, and the market has almost no room left for another supply shock. He explains why WTI’s fair value sits near $105 a barrel, why an Iran peace deal might not bring lasting relief, and which part of the energy market he believes is deeply undervalued.
Chapters:
00:00 Saudi Aramco Warns Rebuilding Oil Stockpiles Could Take Two Years
02:00 Would an Iran Peace Deal Crash Oil? Why WTI’s Fair Value Is $105
04:03 How Long It Takes to Restore Damaged Middle East Energy Infrastructure
05:33 Strait of Hormuz Flows, Misleading Data and Wartime Propaganda
08:18 Diesel at $200 a Barrel: Why Refined Products Matter Most
10:40 Russia, China and the Real Drivers of the Diesel Squeeze
12:38 Why a US Diesel Export Ban Is Very Unlikely
14:41 Undervalued Small-Cap Oil Producers and Trump’s Midterm Price Promise
17:40 The Fed, Rate Hikes and What Milton Friedman Got Right
20:37 Kevin Warsh, Government Inertia and Massive Currency Debasement
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