Fernando Valle on Oil Crash, A.I. Energy, Strait of Hormuz & Cease‑Fire

Fernando Valle on Oil Crash, A.I. Energy, Strait of Hormuz & Cease‑Fire In this timely episode of Buy Hold Sell, Hedgeye Energy Head ⁠⁠⁠Fernando Valle, CFA⁠⁠⁠, joins hosts ⁠⁠⁠Todd M. Schoenberger⁠⁠⁠ and ⁠⁠⁠Tobin Smith⁠⁠⁠ to analyze a 7% plunge in oil prices and the transformative role of AI in energy job creation. He offers a geopolitical update: the recent Israel–Iran cease‑fire agreement has driven oil futures lower and pushed markets back to pre-conflict levels. Valle explores the Strait of Hormuz risk, Iran’s military capacity, and explains why disruptions could prompt inflation at $80 or deflation at $100. He also discusses the role of natural gas, small modular reactors (SMRs), and the near‑term energy transition amid regulatory hurdles. ➡️ Subscribe and tap the bell for every episode of Buy Hold Sell. 📲 Follow ⁠⁠⁠CrossCheck Media⁠⁠⁠ across LinkedIn, Twitter/X, Instagram, TikTok & Facebook for market insights. 📧 Interested in advertising on this show or other CrossCheck Media programs distributed by Biz Talk Today TV (BTT)? Email Support@BizTalkTodayTV.com ⁠⁠⁠#FernandoValle⁠⁠⁠ ⁠⁠⁠#OilMarkets⁠⁠⁠ ⁠⁠⁠#StraitOfHormuz⁠⁠⁠ ⁠⁠⁠#EnergyGeopolitics⁠⁠⁠ ⁠⁠⁠#AIinEnergy⁠⁠⁠ ⁠⁠⁠#IsraelIranCeasefire⁠⁠⁠ ⁠⁠⁠#OilCrash2025⁠⁠⁠ ⁠⁠⁠#NaturalGas⁠⁠⁠ ⁠⁠⁠#SMRs⁠⁠⁠ ⁠⁠⁠#BuyHoldSell⁠⁠⁠ ⁠⁠⁠#ToddSchoenberger⁠⁠⁠ ⁠⁠⁠#TobinSmith⁠⁠⁠ ⁠⁠⁠#CrossCheckMedia⁠⁠⁠ ⁠⁠⁠#BTT⁠⁠⁠ ⁠⁠⁠#BizTalkTodayTV⁠⁠⁠ ⁠⁠⁠#Oil⁠⁠⁠ ⁠⁠⁠#Energy⁠⁠⁠ ⁠⁠⁠#Investing⁠⁠⁠ ⁠⁠⁠#StockMarket⁠⁠⁠ ⁠⁠⁠#News⁠⁠⁠ ⁠⁠⁠#Media⁠