Podcast Archives - Oxford Institute for Energy Studies OIES Podcast – The US-Israeli War with Iran: Continuing Impacts on Oil Markets
Mar 11, 2026
00:00
In this podcast, Bassam Fattouh talks to Paul Horsnell and Ahmed Mehdi about the US-Israel War with Iran and its implications for oil markets. They discuss a number of topics:
- Are markets still in the phase of ‘logistical discovery’, identifying weak points in the global oil supply chain, and what disruptions around the Strait of Hormuz reveal about system resilience?
- If shipping through Hormuz remains disrupted, how the oil market adjusts across production, transportation, consumption, and inventories/buffers?
- What changes in crude differentials, refining margins, product prices, freight rates, and trading structures reveal about current transformations in oil markets and are these transformations structural?
- How Asian refineries dependent on Gulf crude are adapting to the shock?
- Are supply shortages accelerating the reintegration of Russian and Venezuelan crude into global markets and what this means for trade flows and pricing?
- How are pricing mechanisms and the price discovery process being affected?
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