Episode 60
Leslie Chats with Rachel Ziemba on Iran-Israel War, Escalation and Scenarios for Energy Disruptions
June 18, 202548m 33s
Audio is streamed directly from the publisher (redirect.zencastr.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In this urgent episode, Leslie Palti-Guzman speaks with macro and energy analyst Rachel Ziemba to assess the #energy #infrastructure implications of the ongoing #Iran-#Israel #war. They go over various scenarios.
Key themes include:
- The strategic shift since October 7 and Israel’s methodical dismantling of Iran’s proxy network and Iran's #nuclear program
- #Maritime #chokepoints under threat: Strait of Hormuz, Red Sea, and Suez
- Impacts on oil supply and pricing, LNG traffic, and risk premiums in global shipping
- The United States positioning and its implications for escalation, deterrence, resolution
This is a must-listen for anyone tracking the collision of geopolitics of energy, commodity trading, warfare, and great power dynamics #Middle East #USA #Gulf
Topics
strait of HormuzsanctionsinfrastructureoilgascommodityenergyIranIsraeltradegasflowsLNGmaritimeshippingsecuritynuclearenergyvista