we are joined by our bloomberg and rbn them bloomberg audiences. -- and are pnm bloomberg audiences. saudi aramco says it could take weeks to get the oil supply back online. i ran supreme leader says it will not negotiate with the u.s.. -- canada heads into the general election. accelerating artificial intelligence. we will talk to andrew feldman, systems.f cerebras shery: let's get a quick check of our major averages. we are seeing u.s. stocks drifting with the s&p 500 not doing much, 2997. we are seeing consumer shares rallying. thanks dragging -- banks dragging the index. a lot to contend with when it comes to the news headlines, including oil plunging after the .urge we saw our earlier not to mention we are expecting u.s. and china talks in the next week. the dow falling for a second consecutive session. we have seen emerging stocks starting to decline for the first time in five sessions. stocksseeing emerging coming off their longest winning run since january of 2018. this as we continue to see the risk sentiment and uncertainty heading into the fed rate decision. not to mention

i want to dig in with rusty brazil for rbn energy and rbnenergy.com because i think he's maybe the bests the best analyst of the oil and gas industry on earth. welcome back to "mad money." have a seat. rusty, rusty knows i go to him about 5:30 in the morning every day to say what the heck and i came to you with a big what the heck after oil did not go up appreciably after the attacks. can you explain to people what you told me. >> yeah, basically three things going on first of all we've got six million barrels a day of production we didn't have the last time this occurred so 2011, the whole libya thing happened we had a withdrawal from the strategic petroleum reserve and this is the first time it's a big deal happened since then, 6 million barrels a day more production and that means that we're just insulated from this sort of thing. but the saudis have helped too the saudis have basically integrated downstream a lot more refineries, a lot more petrochemical plants and more storage and means they're more resilient. when this happened they could react and basically keep the damage under

we are joined by our bloomberg and rbn m bloomberg audiences. >> here are the stories we are followingworld. the middle east and oil market is thrown into chaos as saudi aramco is growing less of the mistake there will be a lated recovery in oil production. gm workers strike for the fourth time in 12 years. autoworkers walk out on the job. the company facing $15 million in earnings damage a day. two current and one former precious metal trader at j.p. morgan are charged with manipulating futures markets in what prosecutors describe as a massive multi-year racketeering conspiracy run out of the bank. startedlet's get you with a quick check of the major averages. we have energy very much in focus. across these broad u.s. markets, that is the place you can look for leadership. the s&p 500, we have energy tracking 3.6% higher in the subgroup. that is other than a couple of rate sensitive areas. we are seeing negativity across the board. consumer discretionary and materials. up --s not helping helping out. major players in the energy patch are the ones who are standouts. a quick check of in

the rbn slashed interest rates to a record low 1% last month.ists to one more rate cut before the end of the year. betrayed a spats between japan and south korea is hitting tourism between the countries. a new survey says arrivals in japan fledged almost 50%, dragging down incoming numbers for only the second time in six years. korean tourist sonoma -- normally account for one quarter of visitors. the slump to 48% in august is as the nations have tit-for-tat export controls. jerome powell it reiterated his view of a strong u.s. economy as he cut rates and said moderate policy moves should be sufficient to sustain the expansion. the fed lowered its benchmark whiley 25 basis points admitting greek -- weakness and u.s. trade policy are waiting on the economy. powell says he may have to resume bond buying sooner rather than later. >> it is certainly possible we will need to resume the organic growth of the balance sheet earlier than we thought. that is out -- has always been a possibility and it is now. we will look at this carefully in coming days

currency on course for a weekly loss, along with the kiwi dollar, further easing for both the rba and rbnines at a december 2015 low. paul. paul: for more on japan inflation and the rest of the top stories, let's check first word news with jessica summers -- jessica summers. jessica: speculation of additional stimulus in the next meeting in october. prices excluding fresh food rose one half of 1% in august from a year earlier, matching japanese economists estimates. the key inflation gauge hasn't risen above 1% in years and is expected to remain subdued in coming months. ♪ france has repeated eu threats to impose retaliatory tariffs on the united states. that is if washington moves first in a long-running dispute over aviation subsidies. in may the wta ruled the eu had a legally supported airbus, hurting rival bowing. the eu already brought a similar case accusing the u.s. of breaking subsidy rules with bowing. u.s. shouldthe understand the e.u. is ready to act. ♪ tensions rising again in the lf, the u.s. a graying the attack on aramco plants was sponsored by iran. iran saying any retalia

. >> i got rusty brazil from rbn, the foremost oil expert, i have him on tonight to answer the questionschelle caruso-cabrera on today, she was saying, just a decade ago, oil would have spiked 100 bucks got to find out. meanwhile, tulurian wins a big contract they talk about how korea, europe, china, needs our natural gas. and there is a lot of stories that say we cannot -- it is all these projects are not going to be able to have buyers, but the chinese are short natural gas. they don't have enough korea doesn't have enough. and then the biggest market is india. they got an india contract let's understand the greatest growth story in our country is export of natural gas and how many people it takes to just build all of those facilities. those are the most -- biggest contracts in the world, maybe -- and we don't talk about it enough just happening right now >> they require many billions of dollars. they're enormous infrastructure project. speaking of infrastructure, though saudi aramco, the journal reporting that reconstruction of these facilities that were hit by the drones and cruise m