Bloomberg Surveillance Bloomberg Surveillance TV: March 17th, 2026
Mar 17, 2026
Gil Luria, tech research head at DA Davidson, offers sharp takes on Nvidia, supply chains and AI hardware. Bob McNally, energy markets expert and Rapidan founder, breaks down oil price risks, tanker moves and refined product strains. Victoria Coates, former deputy national security advisor, analyzes Iran’s leadership disruption, diplomatic options and NATO escort challenges.
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Iran Leadership Blow Disrupts Decision Making
- Iran's leadership decapitation is creating command and control disintegration that complicates direct outreach and decision making.
- Victoria Gardner Coates notes Ali Larijani's loss removes a likely contender and worsens Tehran's ability to coordinate policy and nuclear oversight.
Iran Has Few Intermediaries Left
- Iran has alienated traditional interlocutors like Oman and Qatar by attacking neighboring countries, reducing options for mediated talks.
- Coates warns those states are less willing to negotiate for Tehran after being targeted, narrowing diplomatic pathways.
Spend Defense Money On Deployable Navies
- Europe must invest defense spending into actual deployable naval capacity not just commitments to meet targets.
- Coates points to gaps like inability to send a destroyer quickly and urges buying ships and readiness improvements.