In this urgent episode, Leslie Palti-Guzman speaks with macro and energy analyst Rachel Ziemba to assess the #energy #infrastructure implications of the ongoing #Iran-#Israel #war. They go over various scenarios.Key themes include:<ul> <li>The strategic shift since October 7 and Israel’s &nbsp;methodical dismantling of Iran’s proxy network and Iran's #nuclear program</li> <li>#Maritime #chokepoints under threat: Strait of Hormuz, Red Sea, and Suez</li> <li>Impacts on oil supply and pricing, LNG traffic, and risk premiums in global shipping</li> <li>The United States positioning and its implications for escalation, deterrence, resolution</li></ul>This is a must-listen for anyone tracking the collision of geopolitics of energy, commodity trading, warfare, and great power dynamics #Middle East #USA #Gulf

<description>&lt;p&gt;In this urgent episode, Leslie Palti-Guzman speaks with macro and energy analyst &lt;strong&gt;Rachel Ziemba&lt;/strong&gt; to assess the #energy #infrastructure implications of the ongoing #Iran-#Israel #war. They go over various scenarios.&lt;/p&gt;&lt;p&gt;Key themes include:&lt;/p&gt;&lt;ul&gt; &lt;li&gt;The strategic shift since October 7 and Israel’s &amp;nbsp;methodical dismantling of Iran’s proxy network and Iran's #nuclear program&lt;/li&gt; &lt;li&gt;#Maritime #chokepoints under threat: Strait of Hormuz, Red Sea, and Suez&lt;/li&gt; &lt;li&gt;Impacts on oil supply and pricing, LNG traffic, and risk premiums in global shipping&lt;/li&gt; &lt;li&gt;The United States positioning and its implications for escalation, deterrence, resolution&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;This is a must-listen for anyone tracking the collision of geopolitics of energy, commodity trading, warfare, and great power dynamics #Middle East #USA #Gulf&lt;/p&gt;</description>

In this urgent episode, Leslie Palti-Guzman speaks with macro and energy analyst Rachel Ziemba to assess the #energy #infrastructure implications of the ongoing #Iran-#Israel #war. They go over various scenarios.

Key themes include:

 * The strategic shift since October 7 and Israel's  methodical dismantling of Iran's proxy network and Iran's #nuclear program
 * #Maritime #chokepoints under threat: Strait of Hormuz, Red Sea, and Suez
 * Impacts on oil supply and pricing, LNG traffic, and risk premiums in global shipping
 * The United States positioning and its implications for escalation, deterrence, resolution

This is a must-listen for anyone tracking the collision of geopolitics of energy, commodity trading, warfare, and great power dynamics #Middle East #USA #Gulf

Energy Vista

Leslie Chats with Rachel Ziemba on Iran-Israel War, Escalation and Scenarios for Energy Disruptions

Leslie Chats with Rachel Ziemba on Iran-Israel War, Escalation and Scenarios for Energy Disruptions

Description