At the 2026 MoneyShow Masters Symposium Las Vegas, I interviewed Anas Alhajji of Energy Outlook Advisors about major energy-market drivers – including tensions tied to the Middle East conflict and Bab el-Mandeb. Alhajji says the key risk remains the Strait of Hormuz, explaining why most proposed bypass pipelines or canals are no longer practical due to drone threats and economics.
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Anas also suggests OPEC+ could instead coordinate the buildup of large strategic inventories in consuming countries away from geographic chokepoints. Next, he outlines bullish views on LNG, coal, and sulfur – while calling natural gas “the future.”
He also corrects misconceptions about the US SPR, discusses the difference between commercial versus strategic inventories, and describes how SPR releases are actually loans – with changing incentives as prices fall.
If you’re looking for straight talk on the Middle East crisis – and what you should keep in mind if you're investing in or trading energy assets – this is the episode for you.
Relevant tickers for this podcast include (UNG) (USO) and (XLE) .
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