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 Learn more about your ad choices. Visit megaphone.fm/adchoices