『Leslie Chats with Rachel Ziemba on Iran-Israel War, Escalation and Scenarios for Energy Disruptions』のカバーアート

Leslie Chats with Rachel Ziemba on Iran-Israel War, Escalation and Scenarios for Energy Disruptions

Leslie Chats with Rachel Ziemba on Iran-Israel War, Escalation and Scenarios for Energy Disruptions

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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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