Iran War Winners and Losers: North American Energy || Peter Zeihan
The Peter Zeihan Podcast Series by Peter Zeihan
Episode notes
As Persian Gulf and Russian exports collapse, global prices will rise, which should benefit the U.S. and Canada. However, if exports are halted to keep gasoline prices down, then North America would become oversupplied.
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Keywords
geopoliticspeterzeihanoilenergycrudeoil marketspeter zeihanenergy supplycrude oiliran war