Alex Turnbull
Australian investor and writer focused on energy, markets, and geopolitics. Known for analysis of commodity systems, industrial policy, and the macroeconomic effects of energy shocks.
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Apr 3, 2026 • 52min
Is China the Winner of the Iran War?
Alex Turnbull, an Australian investor and writer on energy and geopolitics, maps the strange ripple effects of the Iran war. He explores how oil shocks could boost China in the Pacific, squeeze Taiwan’s power choices, scramble Europe’s energy outlook, speed up solar and nuclear, reshape drone warfare, and threaten AI supply chains.
