About this episode

The episode discusses the impact of the Iran War and the closure of the Strait of Hormuz on the global energy landscape and the low-carbon transition.

In this episode, ERM Partners Andrew Probert, Amy McDonald, and Todd Hall join host Mark Lee to explore how the current Iran War and the closure of the Strait of Hormuz are reshaping the global energy landscape. They examine what this means for energy security, interest rates, and capital project decisions, and how it could either slow or accelerate the low-carbon transition. The conversation highlights how policy choices, financing conditions, and supply chain vulnerabilities can turn confli...

People in this episode

Host: Mark Lee

Guests: Andrew Probert, Amy McDonald, Todd Hall

Topics covered

• energy transition
• Iran War
• energy security
• capital projects
• low-carbon transition

Mentioned in this episode

Places: Iran, Strait of Hormuz

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