The oil reserves dwindle

The oil reserves dwindle

From Unhedged by Financial Times & Pushkin Industries

May 21, 2026 · 22 min

About this episode

The episode discusses the implications of dwindling oil and gas reserves amid the ongoing Iran war.

As the Iran war hits three months, oil and gas reserves are running out. Today on the show, Katie Martin speaks with the FT’s energy editor Malcolm Moore about what happens when the world’s energy supply buffers are gone. Also, they go long “lower-value” human capital and short barnacles.  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

  • oil reserves
  • energy supply
  • Iran war
  • human capital
  • investing

Keywords

  • oil reserves
  • energy supply
  • Iran war
  • human capital
  • investing

Mentioned in this episode

Organizations: Financial Times, Pushkin Industries

Places: Iran

More episodes of Unhedged

Explore listener stats, chart rankings, contacts and more on the Unhedged podcast page.