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
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