Why Oil Could Still Go Much Higher with Josh Young, Bison Interests | The Geopolitical Edge
Real VisionMikkel Rosenvold sits down with Josh Young, Chief Investment Officer and Founder of Bison Interests, to break down one of the most confusing markets of 2026: oil. Josh explains why crude has stayed near $100 despite the Iran war, falling global inventories, tanker attacks, and severe tightness in diesel and refined products. He argues that temporary supply releases, shifting Middle East flows, and political efforts to suppress prices have masked a much tighter underlying market. They also dig into the Strait of Hormuz, Saudi export routes, refinery shortages, the price at the pump, Europe’s energy problem, and why years of underinvestment could still be setting the stage for a much larger oil cycle. Plus, Josh explains how he is positioning across energy equities — and why he prefers smaller producers and onshore services over some of the sectors that have already seen the biggest gains. Find more of Josh: @bisoninterests9770 Follow Mikkel for more: @RosenvoldGeo Timestamps: 00:00 - Welcome to The Geopolitical Edge 03:37 - Why Oil Never Reached $200 05:37 - A Glut Inside a Bigger Shortage 07:38 - How Tight Are Oil Inventories? 10:09 - The Battle for Middle East Oil Flows 12:37 - Tanker Attacks and the Fog of War 15:26 - How Josh Trades the Oil Market 19:02 - Why the War Could Last Longer 20:12 - The Long-Term Oil Bull Case 22:04 - Why Pump Prices Stay So High 26:11 - Russia, China, and the Refining Crunch 35:49 - Europe’s Energy Problem 39:49 - Josh’s Oil Outlook and Positioning 46:59 - The Natural Gas Outlook The markets are wide open right now. Crypto, AI, entire sectors repricing. You don't need a finance degree to play anymore. You just need someone to hand you the map. That's Real Vision. The place where the best minds in macro and crypto break down what's moving, with the research, tools and community to help you make your own calls. 🏆 The Real Vision Trading is now open! The best trade ideas on the platform compete for $80,000 in cash. Register before October 15 to secure your spot. 📈 Trading League: https://realvision.com/your-future About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: 🔥 https://rvtv.io/3Y4t5Pw 📈 Get your Real Vision swag: https://shop.realvision.com 📣 Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf #oil #energy #crudeoil #iran #middleeast #geopolitics #energycrisis #inflation #diesel #commodities #oilprices #investing #markets #joshyoung #realvision