Peter Tertzakian of Studio.Energy and Susan Bell of Rystad Energy examine the market implications of escalating conflict in the Arabian Gulf region. They discuss the muted initial oil price response, potential scenarios ranging from short-term disruption to prolonged closure of the Strait of Hormuz, and impacts on both oil and LNG markets. The conversation explores infrastructure vulnerabilities and the strengthened case for Canadian energy security and LNG development.

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CREDITS:

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Elia Gross - Editor

Falice Chin - Host

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What the Iran war means for Canadian energy security and global markets