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 doesn't mean it won't be shut for a month because the forces that are driving whether it's shut or open don't care about the world economy; it's about survival." - Host [00:04:05]
References
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