Recorded Sunday 8th March – In this episode we examine the energy implications of the escalating Middle East conflict and the dynamics often missing from mainstream coverage.

We explore how energy shocks move through global markets - from shipping insurance and LNG logistics to foreign exchange pressures and electricity system design.

The discussion moves region by region - examining why the impacts differ across Asia, Europe, and the United States, and why some countries may actually accelerate their energy transition during crises.

Key Questions Explored:

Strait of Hormuz and global shipping

• How can shipping disruption occur without a formal blockade? ...