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Inside this episode
This week Israel launched Operation Roaring Lion - a joint strike with the US on Iran. The moment the op began, Israel shut down the Leviathan and Karish gas fields as a precautionary measure. Iran sabre-rattled that it would close the Strait of Hormuz. Qatar halted LNG exports. Coal jumped 26% in a single week.
In this episode, we cover the regional energy sector in wartime - what the near-closure of Hormuz actually means for global oil supply, how the TA Oil and Gas index surged even as Israel’s own fields went offline, and the downstream disruption hitting markets as far as Singapore.
Plus, the question that changes everything - how long does this thing last?
