How Oil Markets Are Responding to Uncertainty in the Middle East

How Oil Markets Are Responding to Uncertainty in the Middle East

Escalating tensions between Israel and Iran, the world's seventh-largest producer of crude oil, have fueled concern over oil price volatility for the past few weeks.

But the oil market isn't reacting to geopolitical tensions in the Middle East as dramatically as it has in the past. Despite an ongoing war in Gaza and Israel, Israel's attack on Hezbollah, and attacks by Houthis in the Red Sea, the price of oil hasn't changed much. China's slowing economy and the U.S.' increased domestic production of oil seem to be keeping prices down… at least for now.

Still, renewed fighting between Israel and Iran has oil markets feeling nervous. A regional war could drive up prices, impacting the global economy.

In an interview recorded yesterday, host Jason Bordoff talks with Helima Croft and Javier Blas about the current state of oil markets, and how global instability could impact their future.

Helima is a managing director and head of global commodity strategy and Middle East and North Africa research at RBC Capital Markets. Helima joined RBC Capital Markets from Barclays, where she was a managing director and head of North American commodities research.

Javier is an opinion columnist for Bloomberg covering energy and commodities. Javier is coauthor of the 2021 book "The World for Sale: Money, Power and the Traders Who Barter the Earth's Resources."

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
psykopodiaa-podcast
rss-rahapodi
ostan-asuntoja-podcast
rss-rahamania
rahapuhetta
rss-laakispodi
rss-sisalto-kuntoon
herrasmieshakkerit
sijoituspodi
rss-seuraava-potilas
rss-draivi
rss-sami-miettinen-neuvottelija
sivutuloja-ja-sijoituksia
rss-lahtijat
rss-bisnesta-bebeja
rss-karon-grilli
rss-paasipodi
rss-porssipodi