Wisdom by Windswept: An Energy Focused Podcast

In this episode Jesse Kimball and Taryn MacIntyre review the recent events in the Persian Gulf—how Iran closed the Strait of Hormuz, the resulting shipping disruptions and U.S. naval blockade, and the 15–20% cut to global oil supply that sent prices sharply higher and are causing ongoing market volatility.
They explain the immediate and lasting impacts on global energy security, effects on refined fuels and storage, the risks of shut-in production, and the Strategic Petroleum Reserve drawdown.
The episode closes with outlooks for the rest of 2026, expected oil & gas price ranges, U.S. export opportunities, and implications for natural gas demand tied to AI build-out.

In this episode Jesse Kimball of Wisdom by Windswept explains Iran’s strategic geography along the Persian Gulf and the Strait of Hormuz, and why that narrow chokepoint matters to the global energy system.
We cover how roughly 20% of the world’s oil and critical LNG and petrochemical exports transit the strait, the risks of blockades, mines and attacks, and why limited regional storage and shut-ins can amplify disruptions.
The episode also discusses the role of strategic petroleum reserves, the potential market impacts of prolonged closures, and why U.S. oil and gas assets—like minerals and royalties—gain importance for energy security. Follow Wisdom by Windswept for more analysis from Jesse Kimball and the Windswept team.

Wisdom by Windswept is a short-form podcast hosted by Petroleum Geologist Jesse Kimball that discusses current events affecting the energy industry.
The topic of this episode is Venezuela and how the recent U.S. intervention in that country will shift the flow of oil around the globe, what it means for global oil supplies, and how that could affect the U.S. oil & gas mineral and royalty market in 2026.