EP95: Q&A on Long-Term Impacts of War in Iran

About this episode

This episode addresses five questions regarding the long-term impacts of the war in Iran on oil demand and economic risks.

WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. DOWNLOAD a pdf of a lightly edited transcript and the slide deck using the blue Download buttons below. We recorded this video podcast on Wednesday, March 18. This week we address five questions that have arisen regarding our views on the potential long-term impacts of the war in Iran. * Does our Super-Spike oil demand destruction framework need adjusting for an abrupt geopolitical spike? * What advance warning signs are we watching to assess economic damage and risks to capital markets? * How does Iran impact our view of the traditional energy profitability cycle and terminal value recognition? * Does the war change which regions we prefer for future CAPEX? * How does Iran impact our Power Surge (power super-cycle) view? Subscribe to receive all content. Also available at Veriten.com. SLIDE 3: Super-Spike Framework In A Geopolitical Event? Key points: * Our March 2005 “Super-Spike” framework was used to assess how high oil prices could reach in order to slow oil demand growth to levels of…

People in this episode

Host: Arjun Murti

Topics covered

• long-term impacts of war
• oil demand destruction
• economic risks
• energy profitability
• capital markets

Keywords

• Iran
• oil demand
• geopolitical spike
• economic damage
• capital markets
• energy profitability
• Super-Spike framework

Mentioned in this episode

Organizations: Apple Podcasts, Spotify, Veriten.com

Places: Iran

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