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 [e-mail] ⁠⁠#FernandoValle⁠⁠ ⁠⁠#OilMarkets⁠⁠ ⁠⁠#StraitOfHormuz⁠⁠ ⁠⁠#EnergyGeopolitics⁠⁠ ⁠⁠#AIinEnergy⁠⁠ ⁠⁠#IsraelIranCeasefire⁠⁠ ⁠⁠#OilCrash2025⁠⁠ ⁠⁠#NaturalGas⁠⁠ ⁠⁠#SMRs⁠⁠ ⁠⁠#BuyHoldSell⁠⁠ ⁠⁠#ToddSchoenberger⁠⁠ ⁠⁠#TobinSmith⁠⁠ ⁠⁠#CrossCheckMedia⁠⁠ ⁠⁠#BTT⁠⁠ ⁠⁠#BizTalkTodayTV⁠⁠ ⁠⁠#Oil⁠⁠ ⁠⁠#Energy⁠⁠ ⁠⁠#Investing⁠⁠ ⁠⁠#StockMarket⁠⁠ ⁠⁠#News⁠⁠ ⁠⁠#Media⁠