Wake Up to Money Live from London, it's Monday morning ...
Mar 23, 2026
Shanti Kellerman, Co-CIO at Seven IM, offers market and macro commentary on inflation, interest rates and energy-driven price moves. Jambu Palaniapan, CEO of CheckerTrade and ex-Uber exec, discusses tech for trades, vetting and shortages in the sector. They cover soaring fuel and gas markets, supply risks, pressures on hauliers and small trades, plus how AI and policy changes could help.
AI Snips
Chapters
Transcript
Episode notes
Geopolitics Is Repricing Energy And Policy Risk
- Geopolitical risk is driving oil and gas prices higher and forcing UK policymakers into emergency economic planning.
- Will Bain and Shanti Kellerman explain COBRA meetings will include the Bank of England to assess fiscal and monetary spillovers as energy costs spike.
Fix Planning To Reduce Long Term Energy Vulnerability
- Focus on long-term supply fixes rather than short-term headlines; speed up planning and construction to bring low-carbon capacity online.
- Shanti Kellerman recommends fixing planning delays so projects like nuclear and efficient housing come online sooner.
Brent Surge Could Add Hundreds To Household Bills
- Oil has jumped from about $71 to above $110 a barrel, threatening higher household energy bills when the price cap ends.
- Cornwall Insight estimates an average household could face around £332 extra from July if markets remain elevated.