The Energy Shock Mirage: Decoding Gold’s Pivot
About this episode
Nicholas Frappell discusses the implications of the US-Iran conflict on gold and energy markets.
In this mid-March edition of The Pod of Gold , ABC Refinery’s Nicholas Frappell distills the escalating US-Iran conflict. This discussion moves beyond the initial market shock to explore why gold is currently behaving more like a risk asset than a safe haven. Nick provides a high-level tactical analysis of the Middle Eastern theatre, from the de facto closure of the Strait of Hormuz to the potential for American "boots on the ground" at Kharg Island. The episode breaks down the energy supply shock—impacting everything from global chip production to fertilizer supplies—and why the markets may be dangerously "fading" these geopolitical risks. Technical analysts will also find deep value in Nick’s breakdown of gold’s breach of the Daily Ichimoku Cloud and a Point & Figure target for Brent Crude that suggests the energy crisis is far from over. 📆 Recorded on Thursday 19th March 2026 , this episode explores: 🕒 Timestamps: (00:00) – Introduction: Precious metals prices as of 19 March 2026. (01:09) – Geopolitical Realities: Analysing the widening downstream impacts of the Iran conflict. (03:22) – The Safe Haven Paradox: Why the US dollar is winning while gold…
More episodes of The Pod of Gold
- Silver’s Surprise Leap: Meme Punters, Peru’s Emergency, and the 18% Surge
- The De-Dollarisation Myth: Why Global Capital Still Floods to the Greenback
- Gold’s $5,000 Milestone: The Anatomy of a Rally and a $400 Plunge
- Gold and Silver on Fire: Historic Gains, Central Banks and the Macro Forces Shaping 2026
- Silver squeeze, gold’s next move & China’s slowdown
- Gold Breaks $4,000: What’s Driving the Rally and What Comes Next
Explore listener stats, chart rankings, contacts and more on the The Pod of Gold podcast page.