Mentioned On
Episode Mentions
Bloomberg Surveillance · May 5, 2026
Market Impact of AI and Iran
“World's largest gas field operator unable to export LNG due to Strait of Hormuz blockade; exploring business model transformation”
AI Productivity Monetization and ROI MeasurementCorporate Earnings Growth and Margin ExpansionAI Infrastructure Spending and Capital Requirements
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The Great Simplification with Nate Hagens · Apr 29, 2026
This War Changes Everything: Are We Ready for Energy Shockwaves From the Strait of Hormuz? with Rory Johnston
“CEO confirmed 17% LNG export capacity reduction for 5 years following Israeli attack on South Pars gas field”
Strait of Hormuz Closure and Supply ShockGlobal Oil Market Fundamentals and Barrel CountingStrategic Petroleum Reserve Drawdowns and Policy
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Odd Lots · Apr 22, 2026
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis
“Has major LNG expansion plans; partially damaged during conflict, increasing US LNG reliance”
Strait of Hormuz Closure and Supply ShockIran-US Conflict and Energy MarketsDrone Technology in Geopolitical Conflict
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Macroaggressions · Mar 27, 2026
Flashback Friday | #414: The Red Sea Shooting Gallery
“Energy company that diverted shipping away from Red Sea due to Houthi attacks”
Red Sea Maritime Security and Houthi Missile AttacksBab el-Mandeb and Strait of Hormuz Chokepoint GeopoliticsBRICS Expansion and Strategic Port Control
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Newshour · Mar 2, 2026
US-Israel war with Iran: Strikes continue
“Shut down liquefied natural gas production after Iranian drone strikes on facilities, causing 30% price spike”
Iran Nuclear Program and Ballistic Missile DevelopmentUS-Israel Military Coordination and StrategyHezbollah's Role in Regional Conflict Escalation
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