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Iran-Israel conflict impact on Gulf region

Discussed in 1 analyzed podcast episode across 1 show

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Odd Lots · Apr 13, 2026

Ziad Daoud Explains How War with Iran Will Reshape the Gulf

US security umbrella credibility and limitations Saudi Arabia oil export routes and Red Sea pipeline strategy Qatar LNG exports and pipeline alternatives through Saudi Arabia Strait of Hormuz control and energy supply chain vulnerability Gulf capital flows to global markets and US Treasury yields