Iran Conflict Brief: The War's Lasting Impact on Gulf States

Iran Conflict Brief: The War's Lasting Impact on Gulf States

While US and Israeli forces have significantly degraded Iran's military and nuclear capability, the global energy landscape remains in a precarious position. For weeks, the Strait of Hormuz has been effectively shut to tanker traffic, causing physical markets to tighten and rationing to spread across Asia. With the US considering an "off-ramp" to declare victory, the world faces a critical dilemma: can the global economy survive a peace that leaves Iran in control of the world's most vital maritime chokepoint?

In this episode of the Iran Conflict Brief, host Daniel Sternoff speaks with Robin Mills to provide a view from the ground in Dubai. They discuss the reality of living under frequent drone and missile alerts, the "tit-for-tat" targeting of industrial infrastructure, and what it would take to reopen the Gulf. They also explore the long-term threat to the GCC's economic diversification models and the potential multi-year recovery timeline for regional LNG production.

Robin Mills is a Dubai-based non-resident fellow at the Center on Global Energy Policy and the CEO of Qamar Energy. With over two decades of experience in the Middle East, including roles at Shell and the Emirates National Oil Company, Robin is a leading authority on regional oil and gas business development and the author of The Myth of the Oil Crisis.

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

Jaksot(100)

Daleep Singh on the Need for a US Industrial Policy Playbook

Daleep Singh on the Need for a US Industrial Policy Playbook

During President Trump's second term, the administration has taken unprecedented action in the US private sector. The federal government's investments in critical mineral mining and chip manufacturing...

31 Maalis 1h

Javier Blas on CERAWeek and the Energy Market's Reckoning

Javier Blas on CERAWeek and the Energy Market's Reckoning

Today marks the last day of CERAWeek, the annual energy industry conference sometimes described as the Davos of energy. As oil and gas CEOs and government officials gathered in Houston, efforts to bro...

27 Maalis 59min

Kurt Campbell on China's Approach to Energy Security and Statecraft

Kurt Campbell on China's Approach to Energy Security and Statecraft

The month-long Iran conflict has rapidly expanded, drawing in actors across the Middle East and raising concerns about broader regional escalation. As a result, we're seeing impacts on energy markets ...

24 Maalis 53min

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...

24 Maalis 34min

Iran Conflict Brief: The High Cost of Attacking Energy Infrastructure

Iran Conflict Brief: The High Cost of Attacking Energy Infrastructure

As the conflict in ​the Middle East enters its 20th day, events on the ground have shifted into a critical new phase marked by direct strikes on core​ energy infrastructure. With the Strait of Hormuz ...

19 Maalis 37min

Michael Gerrard and Jeff Holmstead on Next Chapter in US Climate Policy

Michael Gerrard and Jeff Holmstead on Next Chapter in US Climate Policy

The climate policy landscape in the US is in flux. Last month, the Environmental Protection Agency repealed its own power to regulate greenhouse gases. Two weeks later, the Supreme Court said it will ...

17 Maalis 47min

Iran Conflict Brief: A 'Tacit Bargain' Protecting Gulf Energy

Iran Conflict Brief: A 'Tacit Bargain' Protecting Gulf Energy

As the US-Israeli military campaign against Iran enters its third week, the complexities of the global energy landscape are deepening by the hour. Shut-ins of Middle Eastern upstream oil production ar...

16 Maalis 25min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
rss-rahamania
ostan-asuntoja-podcast
rahapuhetta
rss-laakispodi
rss-sisalto-kuntoon
herrasmieshakkerit
sijoituspodi
rss-draivi
inderespodi
rss-sami-miettinen-neuvottelija
rss-lahtijat
rss-bisnesta-bebeja
rss-karon-grilli
rss-seuraava-potilas
rss-paasipodi
vapauta-supervoimasi-podcast