Macro Hive Conversations With Bilal Hafeez cover image

Ep. 349: Nader Itayim on Iran's Regional War, the Hormuz Choke Point, and Global Energy Disruption

Macro Hive Conversations With Bilal Hafeez

00:00

OPEC+ spare capacity is constrained by logistics

Nader explains spare capacity exists on paper but Hormuz bottlenecks and storage make large offsets infeasible.

Play episode from 50:22
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app