Humayun Tai
Senior Partner and Leader in McKinsey's Global Energy & Materials Practice, advising major energy, chemicals, and utility companies on markets and strategy.
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Apr 10, 2026 • 36min
Trump Threatens Iran as Vance Heads to Pakistan for Peace Talks
Jed Ellerbroek, portfolio manager focusing on equities and capex trends. Todd Gillespie, banking reporter tracking cybersecurity and regulation. Jeff Mason, Washington correspondent on U.S. policy and diplomacy. Humayun Tai, McKinsey energy leader advising global energy and materials firms. They discuss Vance’s Pakistan peace push, Trump’s pressure on Iran, Strait of Hormuz risks to energy flows, and urgent AI cyber concerns for banks.
