Ep. 354: Nader Itayim on Iran's Hormuz Stranglehold, GCC Tensions, and the Oil Market's Recovery
About this episode
Nader Itayim discusses Iran's influence in the Hormuz Strait and its implications for the oil market and GCC tensions.
Nader i s Argus' Middle East editor, based in Dubai. Argus is a leading independent provider of global energy and commodity market intelligence. Nader has more than 15 years of experience covering oil and gas in the region, and today heads up the company's Middle East and OPEC coverage. Prior to moving to Argus in 2015, Nader spent five years with the Middle East Economic Survey (MEES) weekly in Cyprus. In this podcast, we discuss: Fragmented GCC Stances Iran's Hormuz "Stranglehold" The "Zero Enrichment" Stalemate The Hormuz Transit Toll US Naval Blockade Tactics Downstream Infrastructure Damage Returning Shut-in Production Bypassing the Strait
People in this episode
Host: Bilal Hafeez
Guest: Nader Itayim
Topics covered
- Iran's Hormuz Stranglehold
- GCC Tensions
- Oil Market Recovery
- US Naval Blockade Tactics
- Downstream Infrastructure Damage
- Returning Shut-in Production
Keywords
- Iran
- Hormuz
- GCC
- oil market
- OPEC
- US Naval Blockade
- energy market
- commodity market
- infrastructure
Mentioned in this episode
Organizations: Argus, Middle East Economic Survey, OPEC
Places: Iran, Hormuz, GCC, Dubai, Cyprus
More episodes of Macro Hive Conversations With Bilal Hafeez
- Ep. 355: Phil Suttle on Oil Market Shocks, Inflationary AI, and the Fed's Hawkish Pivot
- Ep. 353: Rory Johnston on the Hormuz Ceasefire, Oil Supply Losses, and Navigating Energy Security
- Ep. 352: Richard Schimel on Platform Evolution, Collaborative Culture, and Navigating Market Risks
- Ep. 351: Tyler Goodspeed on Recession Myths, the Reality of Economic Shocks, and Policy Hubris
- Ep. 350: Tomasz Nadrowski on China's Mineral War, Western Supply Chain Gaps, and Global Resilience
- Ep. 349: Nader Itayim on Iran's Regional War, the Hormuz Choke Point, and Global Energy Disruption
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