Is The Oil Crisis Over? Or Is It Just Beginning?

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 1 July 2026

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

Oil prices have plunged in recent weeks as the war in Iran appears to be coming to a halt. But why did predictions of $200 oil never materialize? We discuss the underlying dynamics. We also covered a new stablecoin that could be disruptive to payments and why Nike’s comeback is stalling out. Travis Hoium, Lou Whiteman, and Tyler Crowe discuss: - Why Oil Prices Are Dropping - Did China Prevent an Energy Crisis? - The New Open USD Stablecoin - Are Stablecoins Disruptive? - Nike’s Earnings - Can Nike Make a Comeback? Companies discussed: Nike (NKE), Visa (V), Mastercard (MA). Host: Travis Hoium Guests: Lou Whiteman, Tyler Crowe Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Is Nike coming back into fashion?
0:03.0	Motley Fool Hidden Gems Investing starts now.
0:06.0	Welcome to Motley Cool Hidden Gems Investing. I'm Travis Hoym, joined today by Lou Whiteman
0:14.0	and our special guest, Tyler Crow. Guys, we're going to get to Nike.
0:18.0	Nike stock was down pretty big after the market closed yesterday after they reported earnings.
0:22.6	And now it's shockingly up today.
0:24.5	We'll get to that a little bit later.
0:26.3	But I wanted to start with an area of the market that we don't talk about all that much,
0:30.4	but it's actually a huge deal for consumers, for the economy overall.
0:34.3	And that's oil.
0:36.3	And Tyler, this is a commodity that we thought was going to be a huge
0:41.7	problem for the economy by this time in 2026. When the Strait of Hormuz closed, we were supposed
0:47.6	to have $200 barrels of oil. Oil's still up for the year, up about 20% for the year, but we're down
0:52.4	to about $70 a barrel for West
0:54.2	Texas Intermediate. What is going on with the oil market? Is the fear, did that just never
1:02.0	materialize into the economic concerns that we thought they were going to? And is this whole
1:06.0	thing over? Well, I mean, talk about a loaded question here. I think one of the things with the initial fears so much of this was basically this, you know, for a lot of commodity traders, this was considered the doomsday scenario. But what, you know, some of the things that ended up happening were, you know, with a lot of investing decisions
1:27.8	and major global geopolitical reactions, there was a lot of like second or third order, like,
1:33.4	a knock-on effects that sort of affected this in some sort of ways. For one, like, we started
1:40.8	this war or conflict, however you want to label it, with this closure of the Strait of Hormuz, where not too long after it was like, oh, we're going to open it back up. Either we're going to open it up by force or we're going to start negotiating. And then there's just been this tit or tat. It seems like for two or three months now of, you know, negotiates have started, negotiated started, we're going
2:01.4	to open it. And there's been a lot of like, okay, this is temporary. We can get through this.
2:05.5	And as we came into the crisis, there was actually quite a bit of surplus oil on the market.
	...

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