Episode Details

Oil just hit $100 for the first time since 2022. Could it go to $150?

John Love of USCF Investments joins Michael A. Gayed, CFA on Lead-Lag Live at Future Proof Miami to break down the biggest oil shock since 1973. With 20% of the world's oil supply at risk through the Strait of Hormuz, Iran vowing to keep the waterway closed, and crude spiking 36% in six days — this is the most consequential energy crisis in decades.

In this episode, John explains:

• Why this oil shock is more dangerous than the 1973 Arab oil embargo
• How 6% of global supply has already been shut in — and 20% is at risk
• The Iran war scenario: drone warfare, small boat threats, and the new Ayatollah
• What happens to oil prices if Trump calls off the war vs. prolonged conflict
• Strategic petroleum reserves: why a coordinated G7 release may not be enough
• China-Taiwan risk: why China quietly built up reserves over the past year
• The Iraq War playbook: could oil see a 33% single-day drop on resolution?
• Where to invest in commodities through USCF Investments

This interview was recorded live at Future Proof Miami on March 10, 2026, as oil prices surged past $100/barrel amid the escalating Iran conflict.

Links & Resources:

• USCF Investments: uscfinvestments.com
• Lead-Lag Media: leadlagmedia.com
• The Lead-Lag Report: theleadlag.report
• Subscribe: theleadlag.report/subscribe

DISCLAIMER: This content is for informational and educational purposes only and should not be construed as financial advice.

Support the show