Fernando Valle on Oil Crash, A.I. Energy, Strait of Hormuz & Cease‑Fire

In this timely episode of Buy Hold Sell, Hedgeye Energy Head <a href="https://www.linkedin.com/in/fdvalle/">⁠⁠Fernando Valle, CFA⁠⁠</a>, joins hosts <a href="https://www.linkedin.com/in/todd-m-schoenberger/">⁠⁠Todd M. Schoenberger⁠⁠</a> and <a href="https://www.linkedin.com/in/tobinsmith/">⁠⁠Tobin Smith⁠⁠</a> 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.

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