War in Iran Is Redrawing the Map for Natural Gas
Odd Lots18 Mars

War in Iran Is Redrawing the Map for Natural Gas

Mostly, the world has been watching the price of oil skyrocket amid the war in Iran and the de facto closure of the Strait of Hormuz. But there's more than just oil that comes out of the region. Qatar is home to the world's largest natural gas field, and for now, it's been almost completely cut off from the rest of the world. Not only has Gulf gas supply been cut off, there's also damage to the core infrastructure, which will take time to repair. Meanwhile, the US is rapidly becoming a natural gas export powerhouse, with volumes having surged since Russia's invasion of Ukraine. So, all in all, the world's natural gas map is rapidly being redrawn. On this episode, we turn to the one and only Bob Brackett, managing director and senior research analyst at Bernstein & Co. He explains the impact of the war on global prices, the prospect for further US exports, how the world will adjust to the loss of Gulf supply, as well as the other commodities that are getting squeezed right now.

Subscribe to the Odd Lots Newsletter
Join the conversation: discord.gg/oddlots

See omnystudio.com/listener for privacy information.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(1274)

There's a Mind-Boggling Number of Rich People in America

There's a Mind-Boggling Number of Rich People in America

In 2014, the economists Owen Zidar and Eric Zwick were asked by the Treasury to conduct a study on the tax burden of private business owners. It was tricky to figure out how much these sorts of busine...

18 Sep 59min

What Francis Fukuyama Is Seeing at 'The End of History'

What Francis Fukuyama Is Seeing at 'The End of History'

Francis Fukuyama's essay “The End of History?” was published in the summer of 1989, a few months before the fall of the Berlin Wall. The essay's argument — that liberal democracy would not only defeat...

17 Sep 54min

OpenAI President Greg Brockman on Doing Business in the Wake of Hugging Face

OpenAI President Greg Brockman on Doing Business in the Wake of Hugging Face

According to OpenAI President Greg Brockman, the models that escaped their sandbox and hacked into Hugging Face's servers had yet to go through alignment training. That they were able to break free of...

14 Sep 1h 2min

Robert Friedland on the World's Monumental Shortage of Copper

Robert Friedland on the World's Monumental Shortage of Copper

Copper demand is booming, with the metal surging another 15% this year. Copper demand has always been tightly linked to economic activity, but now it's in overdrive, thanks to data centers, electric c...

12 Sep 1h 9min

Why Bridgewater's CIO Says AI's Human Extinction Risk Is Real

Why Bridgewater's CIO Says AI's Human Extinction Risk Is Real

Greg Jensen was one of the earliest backers of both OpenAI and Anthropic, and at Bridgewater Associates, where he is the managing chief investment officer, he leads the hedge fund’s AI strategy. As an...

11 Sep 1h 5min

The Rise of Organized Retail Crime at Big Box Stores

The Rise of Organized Retail Crime at Big Box Stores

If you walk into a local pharmacy in New York City, more likely than not, lots of the merchandise is locked behind closed doors as a measure to mitigate shoplifting. So how big is the “retail shrink” ...

10 Sep 52min

Why Money Launderers Love $100 Bills

Why Money Launderers Love $100 Bills

Hardly anyone nowadays seems to carry much cash, never mind carrying around a bunch of $100 bills. So why does the amount of physical cash in circulation — especially big denominations like the $100 b...

7 Sep 54min

Why Laser Beams Are the Hottest New Tech in Defense

Why Laser Beams Are the Hottest New Tech in Defense

Our guest today is Colonel Sanders. More precisely, we speak with Wayne Sanders, a retired US army colonel who is currently senior defense research analyst for Bloomberg Intelligence. During his milit...

4 Sep 53min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
24fragor
svd-tech-brief
avanzapodden
badfluence
uppgang-och-fall
lastbilspodden
fill-or-kill
rss-inga-dumma-fragor-om-pengar
rss-kort-lang-analyspodden-fran-di
tabberaset
rss-dagen-med-di
bathina-en-podcast
rikatillsammans-om-privatekonomi-rikedom-i-livet
kapitalet-en-podd-om-ekonomi
affarsvarlden
borsmorgon