Episode 349
Ep. 349: Nader Itayim on Iran's Regional War, the Hormuz Choke Point, and Global Energy Disruption
Macro Hive Conversations With Bilal Hafeez
March 13, 20261h 2m
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Show Notes
Nader is Argus' Middle East editor, based in Dubai. Argus is a leading independent provider of global energy and commodity market intelligence. Nader has more than 15 years of experience covering oil and gas in the region, and today heads up the company's Middle East and OPEC coverage. Prior to moving to Argus in 2015, Nader spent five years with the Middle East Economic Survey (MEES) weekly in Cyprus. In this podcast, we discuss:
- Inevitable Escalation with Iran
- Iran's Decentralised Resilience
- The Rise of Mojtaba
- Regional Retaliation Strategy
- The Hormuz Choke Point
- Modern Tanker War Risks
- 8 Million Barrels Offline
- Limits of the Global SPR
- Sentiment-Driven Volatility
- Houthi Autonomy and the Red Sea