Iran, Oil, and the Global Domino Effect
The latest escalation involving Iran, Israel and the United States is more than just a geopolitical story — it’s an energy story. In this episode we break down Iran’s history, the roots of today’s tensions, and why the Strait of Hormuz carries roughly 20% of global oil supply. We explore the ripple effects across global energy markets, India’s pivot toward Russian oil, China’s strategic position, and what higher oil prices could mean for inflation, central banks and investors.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.