Mad Max: Hormuz Warrior

About this episode

The episode discusses the looming oil supply crisis due to the Iran conflict and its potential global implications.

The boys are back! It's only been like 13 days!! Chill!! Also - the Iran conflict isn't just a headline risk - it's a physical supply crisis hiding in plain sight. Despite oil sitting at $93, Marko argues the world is weeks away from a non-linear cliff: floating storage is depleting, Iranian and Russian sanctioned oil relief is a 30-day band-aid, and by mid-April, petrochemicals, LNG, semiconductors, and plastics all face cascading disruption. His verdict: this resolves, or it goes Mad Max. -- Timestamps: 00:00 Welcome 01:32 Beer And Banter 05:05 Trump Pause And Troops 06:43 Oil Shock Timeline 08:41 Houthis And Red Sea 11:31 Shortages Beyond Oil 13:43 Troop Math Reality 18:06 War Outlook Shifts 24:38 Island Invasion Scenarios 28:50 Iran Constraints Debate 32:20 Market Mispricing Pain 34:12 China And Allies Fallout 35:09 China Leverage on Iran 36:55 Low Conviction Warnings 37:53 Middle East War Normalized 40:00 Tacit Rules of Engagement 42:19 Pushback and Pain Threshold 48:36 Markets Start to Crack 53:24 Munitions and Time Limits 54:55 Europe Energy Exposure 56:52 Europe Must Get Real 59:51 Germany Nuclear Wake Up 01:07:05 Multipolar Pragmatism 01:09:56 Europe Virtue Signaling…

People in this episode

Hosts: Jacob Shapiro, Marko Papic

Topics covered

• Iran conflict
• oil supply crisis
• geopolitical risks
• Middle East dynamics
• energy market disruptions
• global supply chain
• military strategy

Keywords

• Iran
• oil crisis
• geopolitics
• energy supply
• Middle East
• Russia
• LNG
• semiconductors
• petrochemicals

Mentioned in this episode

Products: LNG, semiconductors, plastics, oil, petrochemicals

Places: Iran, Russia, Red Sea, Germany

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