The Iran War Energy Crisis Is Here (with Helima Croft)

The Iran War Energy Crisis Is Here (with Helima Croft)

Helima Croft, Head of Global Commodity Strategy at RBC Capital Markets and former CIA economic analyst, joins Jake and Jon as the war with Iran triggers the most severe energy disruption in decades. They discuss: - What happens when the Strait of Hormuz, the world’s most important energy chokepoint, is effectively shut down? How much oil and gas is actually offline, and why there may be no quick fix? - Why markets misread the risks leading up to the war and why oil prices may no longer be a reliable indicator of geopolitical danger. - Who bears the brunt of this crisis, from LNG-dependent economies in Asia and Europe to global supply chains already under strain. Finally, Jake and Jon introduce a new segment: The Options Memo, a look at the kind of choices a president faces at a real inflection point. They lay out 3 paths forward: declare victory and wind the war down, escalate in hopes of forcing de-escalation, or go all in militarily to reopen the Strait of Hormuz. Follow The Long Game so you never miss an episode. New episodes drop weekly. Watch the video of this episode on YouTube.Show notes are available here. Transcript here. Join us on Substack. Email Jake and Jon at longgame@voxmedia.com. The Long Game is produced by the Vox Media Podcast Network. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(42)

 U.S. Intelligence Under Assault and the High-Stakes AI Race With China

U.S. Intelligence Under Assault and the High-Stakes AI Race With China

Julia Curlee, a former CIA analyst and acting senior director at the National Security Council, joins Jake Sullivan and Jon Finer to explain why she believes America’s intelligence system is being wea...

17 Sep 1h 19min

25 Years After 9/11: Admiral McRaven’s Warning for America

25 Years After 9/11: Admiral McRaven’s Warning for America

25 Years After 9/11: Admiral McRaven’s Warning for America Retired Admiral William H. McRaven, former commander of U.S. Special Operations Command and Joint Special Operations Command, joins Jake Sul...

10 Sep 1h 7min

Iran’s “Economic D-Day” and the US-Canada Rupture

Iran’s “Economic D-Day” and the US-Canada Rupture

Treasury Secretary Scott Bessent says the U.S. is entering “the endgame” with Iran, launching what he calls an “economic D-Day.” Closer to home, U.S.-Canada trade talks have collapsed after Prime Mini...

27 Aug 1h 7min

Corruption in a Shameless Age (with Patrick Radden Keefe)

Corruption in a Shameless Age (with Patrick Radden Keefe)

Acclaimed investigative journalist and New Yorker staff writer Patrick Radden Keefe joins Jake Sullivan and Jon Finer to discuss his new book, London Falling. They discuss London’s dirty-money econo...

6 Aug 1h 7min

Can Europe Defend Itself Without America? Radek Sikorski on NATO & Ukraine

Can Europe Defend Itself Without America? Radek Sikorski on NATO & Ukraine

Polish Deputy Prime Minister and Foreign Minister Radosław “Radek” Sikorski joins Jake Sullivan and Jon Finer to assess Europe’s security at a moment of growing strain in the transatlantic alliance. ...

30 Jul 1h 1min

Why Zelensky Fired His War Chiefs & Where Trump's Iran War Goes Next

Why Zelensky Fired His War Chiefs & Where Trump's Iran War Goes Next

Zelensky just fired his defense minister, his top general, and his prime minister in a single reshuffle — and thousands of Ukrainians poured into the streets. Jake Sullivan and Jon Finer unpack what's...

23 Jul 53min

Trump’s Election Playbook, Explained by Jocelyn Benson

Trump’s Election Playbook, Explained by Jocelyn Benson

Michigan Secretary of State Jocelyn Benson joins Jake Sullivan and Jon Finer to discuss the security of the 2026 midterm elections — just a day before President Trump’s primetime Thursday address, exp...

15 Jul 1h 2min

Heather Cox Richardson on Democracy, Alliances, and America's Future

Heather Cox Richardson on Democracy, Alliances, and America's Future

Historian and author of the “Letters From An American” newsletter Heather Cox Richardson joined Jake Sullivan and Jon Finer to discuss the historical roots of today's political moment, the relationshi...

9 Jul 36min

Populært innen Politikk og nyheter

giver-og-gjengen-vg
aftenpodden
bt-dokumentar-2
aftenpodden-usa
popradet
forklart
stopp-verden
fotballpodden-2
det-store-bildet
nokon-ma-ga
rss-espen-lee-usensurert
rss-gukild-johaug
hanna-de-heldige
dine-penger-pengeradet
rss-ness
saken
unitedno
aftenbla-bla
rss-penger-polser-og-politikk
frokostshowet-pa-p5