Why This Oil Price Shift May Not Reverse Even If Hormuz Opens | Skip York

The closure of the Strait of Hormuz has transformed a long-standing geopolitical risk into an immediate disruption across global energy markets. What may appear at first as a supply shock is now moving through shipping, refining, and pricing channels that extend far beyond the region. In this episode, we speak with energy expert Skip York from the Baker Institute about how these disruptions are unfolding across supply chains and pricing, and what they may signal for the longer-term outlook for oil supply as underinvestment and limited spare capacity begin to play a larger role. Subscribe to our Channel & Stay Tuned:    / @marketinsidershow   ----- 03:21 – Is US Oil Heading to Asia? 08:20 – Can Alternatives Replace Hormuz? 11:38 – Logistics Risk to Production Risk 13:36 – Iran’s Exports and US Dilemma 15:14 – Winners and Losers in Oil Shock 17:57 – Iran Scenarios and Price Outcomes 20:13 – How Fast Can Supply Recover? 22:41 – Will US Producers Benefit? 23:50 – Long‑Term Oil Price Outlook 26:30 – Venezuela’s Return and Impact 29:19 – Can Shale Be Replicated? ----- Let's Stay in Contact: • Substack - https://substack.com/@themarketinside... • X (Twitter) -   / mktinsidershow   • Linkedin -   / market-insider-show   ----- The views expressed in this video are those of the guest and do not necessarily reflect the views of Market Insider. This content is for educational purposes only and should not be considered financial, investment, or legal advice. Always consult a qualified professional before making financial decisions. Some links in the description may be affiliate links. ----- #BusinessPodcast #BusinessTrends #EconomyNews #GasPrices #OilIndustry