About this episode

The episode discusses the potential decline in strategic importance of the Strait of Hormuz as new energy export routes emerge.

As global energy producers build new pipelines and alternative export routes, could the Strait of Hormuz be losing its strategic importance? Macro strategist Sam Rines joins IBKR’s Elizaveta Gridneva to explore energy security, geopolitical risk, the resilience trade, AI and where investors may find opportunities in a rapidly changing world.

People in this episode

Host: Elizaveta Gridneva

Guest: Sam Rines

Topics covered

• energy security
• geopolitical risk
• investing opportunities
• pipelines
• AI

Keywords

• Strait of Hormuz
• energy producers
• geopolitical risk
• investing
• pipelines
• AI
• energy security

Mentioned in this episode

Places: Strait of Hormuz

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