Energy Diversification Dampens Hormuz Closure Shock
My new @WSJ column: The closure of the Strait of Hormuz has revealed how much has been learned about energy security since the 1970s oil crises. The global energy system is far more diversified now, mitigating (so far, at least) what could have been a catastrophic energy shock.👇
Analyzing Oil Market Shock After Hormuz Closure
With the closure of the Strait of Hormuz now into its 3rd month, I sat down for a wide-ranging discussion with @ProfGMarkets on the reverberations from the largest disruption in history of oil markets, and where we go from here....
Closing Strait of Hormuz Sparks Global Oil Market Panic
The nightmare scenario for oil markets (closing the Strait of Hormuz) is now seeing daylight. So far, most acute impacts vary across different regions and markets. But they are spreading. My in-depth talk w/ @WalterIsaacson & @AmanpourCoPBS https://t.co/3W14TCT5OI
Energy Security and Diversification Dominate Upcoming CERAWeek Agenda
World events have thrust energy security & diversification of supply to top of the global agenda. My talk about the issues that will be in sharp focus when global energy leaders gather for our @CERAWeek conference next week. @CNBC @PowerLunch...
Oil Market Resilient, Yet Middle East Turmoil Looms
The global oil and gas system is more resilient and diversified than it has been for decades. On other hand, nothing compares to the scale of current disruption in the Middle East. Much depends on the duration of the conflict. My...
Iran War's Historic Oil Disruption Hinges on Conflict Length
The war in Iran has caused the biggest disruption in oil production in history. Whether it becomes the long-feared “nightmare scenario” for energy markets (and the global economy) now depends on the duration of the conflict. My @FT column: https://t.co/uKMsVXBCQY
US Strike Risk Adds Premium to Oil Market
Expectations of a possible US strike on Iran—currently oscillating between wait-and-see and watchful anticipation—have introduced a risk premium into an otherwise well-supplied oil market. My talk w/ @KellyCNBC @CNBCTheExchange https://t.co/XwyD5XmiRg