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)

Iran Conflict Brief: What It Will Take to Open Up the Strait of Hormuz

Iran Conflict Brief: What It Will Take to Open Up the Strait of Hormuz

In energy markets, all eyes are on the Strait of Hormuz. As of March 11, 2026, this vital passage is effectively closed to tanker traffic, stranding almost a fifth of world supplies of crude oil, oil ...

11 Maalis 26min

New Rapid Response Series: The Iran Conflict Brief

New Rapid Response Series: The Iran Conflict Brief

The conflict in the Middle East is evolving with incredible speed, creating a landscape where the complexities of understanding both immediate and long-term outcomes have never been greater. W​e'll s...

11 Maalis 1min

How the Iran Conflict Is Reshaping Russia and China's Energy Security

How the Iran Conflict Is Reshaping Russia and China's Energy Security

Since the US-Israeli bombing campaign began in Iran, energy markets around the world have been on edge as the conflict threatens immediate and long-term energy supplies. We've seen major disruptions t...

10 Maalis 59min

The Widening Middle East Conflict and Its Impact on Energy

The Widening Middle East Conflict and Its Impact on Energy

On February 28, the United States and Israel launched a campaign against Iran targeting military infrastructure and the regime's core leadership. Supreme Leader Ayatollah Ali Khamenei and several seni...

3 Maalis 55min

Supreme Court's Tariff Ruling: What It Means for Energy

Supreme Court's Tariff Ruling: What It Means for Energy

President Trump has aggressively used tariffs as an economic tool, but a US Supreme Court decision on Friday struck down his sweeping tariffs, bringing new uncertainty. The court, in a 6-to-3 decision...

24 Helmi 50min

Alex Fitzsimmons on the DOE's 'Energy Dominance' Agenda

Alex Fitzsimmons on the DOE's 'Energy Dominance' Agenda

Under the second Trump administration, the US Department of Energy significantly shifted its priorities to align with its "energy dominance" agenda. But one significant point of continuity with the Bi...

17 Helmi 54min

Laura Holgate on the Promise and Perils of Nuclear Innovation

Laura Holgate on the Promise and Perils of Nuclear Innovation

The Trump administration has prioritized nuclear energy expansion, aiming to increase US nuclear capacity fourfold by 2050. This nuclear energy resurgence in the US is a rare issue with bipartisan sup...

10 Helmi 51min

Jigar Shah Wants to Depoliticize Energy

Jigar Shah Wants to Depoliticize Energy

As political support for clean energy has waxed and waned over the past twenty years, so has the government's financial backing. In the 2010s, critics pointed to the failed solar startup Solyndra, whi...

3 Helmi 1h 2min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-rahamania
hyva-paha-johtaminen
inderespodi
ostan-asuntoja-podcast
rss-lahtijat
rss-oivalluksia-rahasta-elamasta
rahapuhetta
rss-bisnesta-bebeja
rss-sisalto-kuntoon
leadcast
oppimisen-psykologia
mihin-sita-saastais
rss-startup-ministerio
rss-rikasta-elamaa
rss-kohti-unelmia
rss-40-ajatusta-aanesta