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Geopolitics | Global power, conflict & policy

Geopolitics · Global power, conflict, and policy intelligence | Showing 1 of 1

Geopolitics | Global power, conflict & policy

Global power, conflict, and policy — the stories reshaping the world order.

Geopolitics · Showing 1 of 1

Jeff Currie on Iran, volatility and opportunities in undervalued assets | EA Forum Ep. 16 | Energy Aspects

> "We've calculated about 15 million barrels per day of oil crude plus products LPG stranded... the amount of volume we're talking about on the supply loss for the Middle East is very similar to the amount of demand loss [during COVID]." - **Host** [[00:00:32](https://www.youtube.com/watch?v=q4kWgtIplmA&t=0h0m32s)] > "The straight can't stay closed for a month because the world economy will not survive, but that…

Mar 18, 2026·Commodities
Jeff Currie on Iran, volatility and opportunities in undervalued assets | EA Forum Ep. 16 | Energy Aspects
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Commodities
Crude Oil
Crude Oil & Energy
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EnergyGeopoliticsIran WarJeff CurrieMacro / EconomicsMiddle EastPodcast

Jeff Currie on Iran, volatility and opportunities in undervalued assets | EA Forum Ep. 16 | Energy Aspects

"We've calculated about 15 million barrels per day of oil crude plus products LPG stranded... the amount of volume we're talking about on the supply loss for the Middle East is very similar to the amount of demand loss [during COVID]." - Host [00:00:32]

"The straight can't stay closed for a month because the world economy will not survive, but that…

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UJ
Mar 18, 2026