Marketplace All-in-One Tariffs muddy the future of the global oil market
Aug 11, 2025
The podcast dives into the impact of tariffs on the global oil market, revealing how potential economic slowdowns could lead to decreased oil demand. Listeners learn about President Trump's active role in Big Tech and the rising costs of electronics due to semiconductor tariffs. A fascinating story emerges about a 75-year-old first-time homebuyer navigating unexpected challenges. The discussion also highlights inflation trends, with some prices surprisingly dropping amid rising tariffs, showcasing the unpredictable nature of today's economy.
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15% Chip Revenue Deal Shocks Markets
- The Trump administration extracted a 15% revenue share from NVIDIA/AMD to grant China export access.
- David Gurra flagged this as unprecedented intervention in Republican economic norms.
Unpredictable Presidential Intervention
- Kai Rizdahl warned the administration's ad-hoc approach makes policy unpredictable compared with past legislation.
- He said that unpredictability complicates business planning and markets.
Tariffs Threaten Oil Demand
- Henry App explained oil demand closely tracks global economic growth, so tariffs that slow trade cut oil consumption.
- He linked tariff-driven slowdowns to lower industrial energy needs.