Podcast Archives - Oxford Institute for Energy Studies OIES Podcast – US-Israeli War with Iran: Unpacking the oil and gas market implications
Mar 5, 2026
00:00
In this podcast, Bassam Fattouh talks to Michal Meidan, Bill Farren Price and Paul Horsnell about the US-Israel War with Iran and its implications for oil and gas markets. They discuss a number of topics:
- How is the war reshaping global energy markets and energy security?
- What are the main warring parties seeking to achieve?
- What have been the implications for oil markets? What are the key risks to watch out for? How will current events change the ‘glut’ narrative?
- Why have European gas prices surged even more dramatically than oil and what does this reveal about LNG and gas market vulnerability?
- Will President Donald Trump’s proposal to insure and escort tankers through the Strait of Hormuz meaningfully reduce market fears, or are traders still pricing in further escalation risks?
- How will China respond? Will it do strategic crude stock releases? How will crude and LNG sourcing shift? What is the outlook for potential diplomatic intervention, if the conflict persists or escalates further?
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