About this episode

The episode discusses the implications of the Iran conflict on energy markets and long-term investment strategies.

For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck. 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 using the blue Download buttons below. We are coming to you from Houston following my participation earlier this week at the Aspen Institute’s Winter Energy Forum. This week we provide thoughts on Iran and the latest Middle East conflict. As usual, our focus is on what the long-term implications could be for companies and investors. Our ten initial long-term takeaways are as follows: 1 - Super Vol remains our commodity macro mantra. 2 - Middle East turmoil now as relevant to LNG (liquefied natural gas) as crude oil. 3 - Overhyped oil glut call. 4 - Energy source/technology diversification is a must for countries. 5 - Renewables and other new energies will continue to gain traction. 6 - The case for coal. 7- The case for Canada. 8 – Use unexpected free cash…

People in this episode

Host: Arjun Murti

Topics covered

• Iran conflict
• Middle East energy
• long-term investing
• commodity markets
• energy diversification

Keywords

• Iran
• energy
• investing
• Middle East
• commodity markets
• LNG
• renewables
• coal
• critical minerals

Mentioned in this episode

Organizations: Aspen Institute

Places: Iran, Houston

More episodes of Super-Spiked Podcast

• Energy Tech, Convergence, and the Hyperscalers · April 25, 2026 · 24 min
• EP98: A New Era of Geopolitical Super Vol · April 18, 2026 · 32 min
• EP97: Peace Sells, We Are Buying · April 11, 2026 · 28 min
• EP96: CERAWeek 2026 Takeaways · March 28, 2026 · 23 min
• EP95: Q&A on Long-Term Impacts of War in Iran · March 21, 2026 · 36 min
• Super-Spiked Videopods (EP94): Strait of Hormuz: Assesssing Impacts on Oil, LNG · March 14, 2026 · 35 min

Explore listener stats, chart rankings, contacts and more on the Super-Spiked Podcast podcast page.