Jeff Baird of Merritt Point Partners shares his thoughts on oil supply, demand and prices as the Iran war continues, honing in on the effects on the market so far and where the impact could spread as the conflict develops.

"We have some time still, but we don't have a lot of time before things potentially start to get a lot more serious here in the near term," he said.

This interview was filmed on April 22, 2026.

0:00 - Intro

0:21 - How much oil is missing?

3:05 - Iran war impact spreading

6:55 - Supply response limited

10:41 - Short-term price volatility

15:49 - Oil to stay higher for longer

19:41 - Petrodollar in jeopardy?

25:15 - Gold's growing trade role

28:56 - Oil demand destruction

32:17 - Think critically, diversify

34:39 - Outro

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