Why Gas Prices Won’t Fall as Fast as Oil Prices
Rystad Energy chief economist: The energy system has not really shifted | Invest 2026
Yahoo Finance names the crisis surrounding the Strait of Hormuz its Gamechanger of the Year, and then asks three energy experts whether it has actually changed anything. Rystad Energy chief economist Claudio Galimberti says he has spent seven months looking for structural change in the energy system and has not found it, and compares the crisis to the 1990 Gulf War, which he says left no trace. CIBC’s Rebecca Babin says the world enters next year with almost no buffers left and that the war’s risk premium could be erased in a week. Apollo partner Daniel Vogel makes the case for LNG. Recorded 12 November. Figures and forecasts here are the speakers’ own.
Featuring:
Claudio Galimberti, Chief Economist, Rystad Energy
Rebecca Babin, Managing Director and Senior Energy Trader, CIBC
Daniel Vogel, Partner and Head of Energy and Infrastructure Credit, Apollo
Jake Conley, Yahoo Finance
Watch the full day of Yahoo Finance Invest: https://youtube.com/live/rAYVxDJYeAc
Timestamps
0:00 Why the Strait of Hormuz is Yahoo Finance’s Gamechanger of the Year
4:16 Can the stalemate hold?
5:53 Why oil has not gone back to pre-war prices
7:36 What the corporate world is spending to route around the strait
9:10 Seven months looking for structural change in the energy system
12:04 Why prices at the pump will not fall as fast as crude
14:47 The US refinery gap, and the LNG build-out
16:46 Does the geopolitical risk premium stay?
#Oil #StraitOfHormuz #Energy #YahooFinance
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