Doug Casey on Oil, Refining and Geopolitical Risk

Natural Resource Stocks

Oct 04 2026 | 00:10:50

00:00 / 00:10:50

Show Notes

Recorded on September 28 2026 at NRS StudiosWATCH THE FULL INTERVIEW ON NRS WORLD:https://youtu.be/8fUP8mmm_JgDoug Casey joins host Steve Yang for a focused discussion on energy, oil refining, geopolitical pressure, and how modern warfare could affect markets and critical infrastructure.Casey begins with the role energy plays in the global economy and explains why crude oil must move through refining before it becomes usable products such as gasoline, diesel, kerosene, and jet fuel. He discusses the importance of refining capacity, shipping routes, and supply disruption, then connects those issues to broader geopolitical tensions.The conversation moves into Casey’s views on Iran, Russia, Ukraine, and…

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