The Downside to Oil Is Limited: Francisco Blanch

The video discusses the current diesel supply crisis, highlighting the disinvestment in refining capacity, high natural gas prices, and sanctions on Russia as key factors. It explores the impact of this crisis on the upcoming midterm elections and inflation, emphasizing the importance of not restricting exports. The video also examines Europe's energy challenges, including price caps and consumer protection, and analyzes the dynamics of energy markets, focusing on natural gas and crude oil pricing.

What are the potential consequences of the US government restricting exports of diesel?

How do European governments need to balance attracting gas and protecting consumers?

What factors are contributing to the current state of the energy markets, particularly regarding crude oil?