How an energy crisis unfolds

How an energy crisis unfolds

From Unhedged by Financial Times & Pushkin Industries

April 2, 2026 · 17 min

About this episode

The episode discusses the disruption of global energy supplies due to the Iran war and explores potential outcomes for the energy market.

World energy supplies have been disrupted by the Iran war. But how long will they take to return to normal after the war is over? Today on the show, Katie Martin and the FT’s energy editor Malcolm Moore game out global energy outcomes. Also, they go long coal and short the wisdom of the markets. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer . You can email Robert Armstrong and Katie Martin at unhedged@ft.com . Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Host: Katie Martin

Guest: Malcolm Moore

Topics covered

  • energy crisis
  • global energy supplies
  • Iran war
  • coal market
  • financial markets

Keywords

  • energy crisis
  • Iran war
  • global energy
  • coal
  • financial markets

Mentioned in this episode

Organizations: Financial Times, Pushkin Industries

Places: Iran

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