Recorded on Monday 2nd March. We discuss the first energy market reactions to the escalating Middle East conflict and what it reveals about global supply chains. We also explore Google’s new data-centre energy strategy, Form Energy’s push to commercialise 100-hour batteries, and how distributed storage can help free up capacity to bring more capacity online faster.

• Initial energy shocks from the Middle East escalation – what the conflict could mean for global energy and commodity markets.
• War-risk premiums and shipping implications – how insurance markets are disrupting global energy and commodity flows
• The overlooked commodity that links energy to food – why sulfur shortages could ripple through fertilizer markets and push up agricultural costs.
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