About this episode
The episode discusses the Iran conflict's impact on global energy supply and the key players involved.
The Iran conflict has triggered the largest energy supply disruption in history with shipping traffic in the Strait of Hormuz nearly at a standstill and regional energy infrastructure under fire. In this episode, Chatham House’s Sanam Vakil, long-time US Middle East advisor Dennis Ross, and Vice Admiral Kevin Donegan, USN (ret), discuss how long this conflict could last, what’s at stake for the key players, and what it will take to restore global energy flows. This episode explores the latest Top of Mind report. This episode was recorded on March 16, 17, and 25, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its…
People in this episode
Guests: Sanam Vakil, Dennis Ross, Kevin Donegan
Topics covered
- Iran conflict
- energy supply disruption
- Middle East
- global energy flows
- regional infrastructure
Keywords
- Iran conflict
- energy disruption
- Strait of Hormuz
- global energy flows
- Middle East
Mentioned in this episode
Organizations: Chatham House, Goldman Sachs
Places: Iran, Strait of Hormuz
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