Eric Reguly
European bureau chief for The Globe and Mail and an experienced commentator on international energy and geopolitics, providing analysis of oil and LNG market impacts in this episode.
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Mar 4, 2026 • 22min
How the war against Iran is choking global energy supply
Eric Reguly, European bureau chief at The Globe and Mail and energy commentator, breaks down how the Strait of Hormuz and rising insurance costs are constricting oil and LNG flows. He walks through why LNG is far more vulnerable than oil, who might fill supply gaps, naval responses to blocked shipping, and the wider geopolitical ripple effects of restricted Gulf exports.
