Ellen Wald

Senior fellow at the Atlantic Council specializing in global energy and geopolitical risk, frequently consulted on oil markets and Middle East energy infrastructure.

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Mar 3, 2026 • 38min

Oil Surges as Iran War Disrupts Supplies

Becca Wasser, defense analyst on U.S. strikes and Iranian missile and drone threats. Michael Shaoul, portfolio manager focused on market volatility and commodities. Ali Safavi, Iranian opposition leader addressing regime transition. Win Thin, macro economist on growth and inflation amid shocks. Ellen Wald, energy expert on Gulf oil infrastructure risks. They discuss supply disruptions, shipping and insurance strains, market positioning, and geopolitical spillovers.

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