← Home
Impact Theory · July 21, 2026 · 34m 33s
Oil Should Be $200 A Barrel Right Now — The Reason It Isn't Is Far Worse Than The War
Tom Bilyeu breaks down why oil prices defied expectations during the Iran conflict. Despite military escalation and disrupted shipping, prices fell sharply, driven by a collapse in global demand—especially from China. He explains how outdated economic models fixated on supply shocks while missing the demand-side destruction, revealing hidden weaknesses in both the Chinese and U.S. economies. Tom argues that falling demand now holds the key to the global market’s future and shares practical strategies for navigating this uncertain environment.
This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.
Highlights
•
•
Editorial
Was this useful?