HOT TAKE: Trump’s impossible energy trade demands are a fractal of infinite contradictions
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🚨 EMERGENCY POD 🎧 Deciphering the wide-ranging implications of unprecedented strikes on energy installations in Iran and Qatar, and the prospect of uncontrolled military escalation
Strike on Iran’s giant South Pars gas field goes beyond military escalation. This is a structural supply shock with cascading consequences for oil, condensate, LNG and power that energy markets have barely begun to price.
How Europe’s response to the Hormuz crisis is blunting the very tools it needs to escape import dependency
🎧 Why markets anticipate a long Hormuz closure