Zortix matched this thesis to China ETFs as one way for retail investors to get exposure. Not a recommendation.
US Gulf Coast becomes global swing supplier
The case was made that the US Gulf Coast has become the world's primary swing source of oil supply due to the closure of the Persian Gulf and China's export ban.
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The story so far
CONTESTED · 272 MENTIONS · 169 EPISODES · 36 SHOWS
24 JUL 2025 — 16 AUG 2026 · 2D AGO
134 SUPPORT · 58 CHALLENGE · 3 REPEAT · 77 MENTIONED
- MACROVOICES
12 EPISODES BETWEEN · 18 MENTIONS · 109 NOT KEPT
- 109 EPISODES NOT SHOWN
- BANKLESS
- ODD LOTS
- ODD LOTS · 2 MENTIONS
- EXCESS RETURNS
- ODD LOTS
- PALISADES GOLD RADIO · 2 MENTIONS
- MACROVOICES · 2 MENTIONS
- BANKLESS · 2 MENTIONS
- REAL VISION DAILY BRIEFING · 2 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- THE JULIA LA ROCHE SHOW
- THE COMPOUND AND FRIENDS
- PALISADES GOLD RADIO · 2 MENTIONS
- US Gulf Coast becomes global swing supplier · THIS IDEA
- Oil market resilience masks physical scarcity
40 EPISODES BETWEEN · 49 MENTIONS
- PALISADES GOLD RADIO
- MACROVOICES
- PALISADES GOLD RADIO · 2 MENTIONS
- PROF G MARKETS
- THOUGHTFUL MONEY
- PALISADES GOLD RADIO
- THE OPTIONS INSIDER RADIO NETWORK
- THOUGHTFUL MONEY
- COMMODITY CULTURE
- EXCESS RETURNS
- THOUGHTFUL MONEY
- MACROVOICES · 2 MENTIONS
- THE DIVIDEND CAFE
- THE POMP PODCAST
- WSJ WHAT'S NEWS
- THE OPTIONS INSIDER RADIO NETWORK
- WSJ WHAT'S NEWS
- BLOOMBERG SURVEILLANCE
- SMARTERMARKETS · 3 MENTIONS
- PROF G MARKETS
- THE DIVIDEND CAFE
- BLOOMBERG SURVEILLANCE
- MONETARY MATTERS WITH JACK FARLEY
- PALISADES GOLD RADIO · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- MACROVOICES
- PALISADES GOLD RADIO · 4 MENTIONS
- WSJ WHAT'S NEWS
- REAL VISION DAILY BRIEFING
- WEALTHION - BE FINANCIALLY RESILIENT
- MARKETPLACE
- COMMODITY CULTURE · 2 MENTIONS
- THE DIVIDEND CAFE
- THE OPTIONS INSIDER RADIO NETWORK
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- PALISADES GOLD RADIO
- REAL VISION DAILY BRIEFING
- THE OPTIONS INSIDER RADIO NETWORK
- THE OPTIONS INSIDER RADIO NETWORK
- BLOOMBERG SURVEILLANCE
- THE OPTIONS INSIDER RADIO NETWORK
- WEALTHION - BE FINANCIALLY RESILIENT · 3 MENTIONS
- MARKETPLACE
- THOUGHTFUL MONEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD