Iran Conflict Brief: How the Energy Shock Is Reshaping Investment

Iran Conflict Brief: How the Energy Shock Is Reshaping Investment

Nearly a month in, the conflict in Iran appears to have hit a critical inflection point. Over the weekend, President Trump gave Iran a 48-hour ultimatum to open the Strait of Hormuz or face strikes on its power infrastructure, which Iran credibly warned would trigger reciprocal attacks on GCC energy infrastructure. President Trump then postponed those strikes after what the administration described as productive talks with Iran on ending the conflict—talks that Iran denied are happening.

Meanwhile, a supply shock of historic proportions is unfolding. Some 16% of world oil supply has been disrupted, more than double the volume disrupted during the 1970s oil shock. And a fifth of world LNG supply has been shut in, affecting 50% more volume than the 2022 Russian gas crisis. The world's largest release of strategic oil inventories will buy weeks but not months for most advanced economies.

In this episode of the Iran Conflict Brief, host Daniel Sternoff speaks with Greg Sharenow about how the energy shocks are reshaping the investment landscape.

Greg leads the commodity portfolio management group at asset management firm PIMCO. He co-manages PIMCO's Energy and Tactical Credit Opportunities strategies. Prior to joining PIMCO in 2011, he traded energy at Hess Energy Trading, Goldman Sachs, and D.E. Shaw.

Credits: Hosted by Daniel Sternoff. Produced by Mary Catherine O'Connor, Caroline Pitman, Alice Manos, and Kyu Lee. Engineering by Gregory Vilfranc.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(100)

Gautam Jain and Ned Shell on the Promise of Carbon Credit Markets

Gautam Jain and Ned Shell on the Promise of Carbon Credit Markets

Carbon credit markets have become one of the most hotly debated tools in the fight against climate change. Supporters call them essential to closing the gap between corporate climate pledges and what ...

6 Loka 49min

Global Gas Markets on Edge as Europe Braces for Winter

Global Gas Markets on Edge as Europe Braces for Winter

Global gas markets, especially in Europe, are approaching winter under serious pressure. With storage inventories lagging behind historical averages and shipping disruptions from the Middle East threa...

29 Syys 57min

Iran Conflict Brief: Jan Stuart on What a US Diesel Export Ban Would Mean

Iran Conflict Brief: Jan Stuart on What a US Diesel Export Ban Would Mean

Seven months into the largest oil supply disruption in history, there's still no resolution in sight. This week, on the sidelines of the UN General Assembly, US and Iranian officials held their first ...

25 Syys 34min

Erica Downs and Michal Meidan on China's Oil Shock That Wasn't

Erica Downs and Michal Meidan on China's Oil Shock That Wasn't

This week, Chinese President Xi Jinping travels to Washington for a state visit with President Trump, their second face-to-face meeting this year. Energy is likely to be high on the agenda, particular...

22 Syys 49min

Six Months In: Iran War Widens as Energy Markets Feel the Shock

Six Months In: Iran War Widens as Energy Markets Feel the Shock

More than six months into the war with Iran, the Strait of Hormuz crisis continues to cause turmoil in the Gulf region and global energy markets with no apparent end in sight.  Tanker traffic through ...

15 Syys 55min

Luisa Palacios and Bob McNally on Why the US-Venezuela Oil Deal Matters

Luisa Palacios and Bob McNally on Why the US-Venezuela Oil Deal Matters

It's been a tumultuous year for Venezuela, marked by political upheaval and deadly earthquakes. Then, in late August, the Trump administration announced a deal for over 65 billion barrels of Venezuela...

8 Syys 55min

DOE's Audrey Robertson on Growing US Critical Mineral Supply

DOE's Audrey Robertson on Growing US Critical Mineral Supply

Advanced technologies, a return to domestic manufacturing, and the race to control energy production while also confronting surging demand for electricity. All of these factors mean that for the US, e...

1 Syys 58min

Editor's Pick: Rajiv Shah on Delivering Universal Abundant Energy Access

Editor's Pick: Rajiv Shah on Delivering Universal Abundant Energy Access

Energy abundance means different things in today's global context than it did even a decade ago. It is about expanding electricity access while meeting rising energy demand. It is about navigating geo...

25 Elo 1h 1min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
vallattomat
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
rss-oivalluksia-rahasta-elamasta
rss-rahamania
ostan-asuntoja-podcast
oppimisen-psykologia
rss-startup-ministerio
rss-hereilla
sijoituspodi
rss-karon-grilli
rss-paasipodi
rss-elama-jota-rakastat
rss-porssipodi
rss-kaupan-tila
rss-sopivasti-hyvan-arjen-reseptit
sijoitusovi-podcast
asuntoasiaa-paivakirjat