Show notes
This month, James Tulloch is joined by Alejandro Velez to discuss the ongoing US-Iran conflict, the failure of recent diplomatic efforts (01:48) and the implications for global energy markets and investors.
The episode explores the importance of the Strait of Hormuz (04:09), why markets have remained relatively resilient despite prolonged disruption (04:46) and the risks that could emerge if existing energy market buffers are exhausted (06:45). The discussion also covers European gas storage (07:45), refining capacity constraints (08:10) and portfolio positioning in a more uncertain…
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