Insights from the How Money Works episode “Why Haven't We Had That Oil Crisis... Yet?”, published July 18, 2026.
Oil futures markets have become increasingly desensitized to geopolitical volatility as speculators exit the market, leaving behind a hollowed-out liquidity pool. While headlines about conflict continue to trigger knee-jerk reactions, the underlying trend shows a market decoupling from political theater, driven by structural shifts in global demand and the rise of electric vehicles in China.
Topics: Oil Markets, Geopolitics, Commodities, Energy Transition, Market Manipulation