Bloomberg Businessweek

Israel Says Strike Killed Iran’s Larijani as War Intensifies

Mar 17, 2026
Samantha Dart, Goldman Sachs commodities chief, breaks down refined fuels and supply scenarios. Mandeep Singh, Bloomberg Intelligence tech head, parses NVIDIA, semiconductors and AI partnerships. Ellen Wald, energy market strategist, assesses oil market risks and Gulf drone threats. They discuss soaring drone attacks, oil and refined-product shocks, semiconductor supply limits, and implications for global energy and tech markets.
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INSIGHT

Killing Iranian Leaders Is A Psychological Strategy

  • Israel claims it targeted Iran's security chief to degrade leadership and create space for Iranian protesters to challenge the regime.
  • Dan Williams and Alex Vatanka note killings are psychological blows but the regime can quickly replace figures to show continuity.
INSIGHT

Regime Resilience Means Leaders Are Replaceable

  • Alex Vatanka says Ali Larijani's reported death is a significant psychological blow but the regime can rapidly appoint replacements to signal continuity.
  • He warns undermining is massive yet collapse isn't guaranteed without broader political shifts.
INSIGHT

Oil Prices Won't Snap Back Immediately

  • Ellen Wald says oil prices will fall when the war ends but not immediately back to prewar levels due to backlog and damaged infrastructure.
  • She estimates at least six months to recover depending on damage to facilities and LNG outages.
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