James Gutman
Energy and geopolitics analyst and author who provides expert commentary on oil, supply chains, and the geopolitical consequences of disruptions to the Strait of Hormuz.
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Apr 2, 2026 • 60min
No Fertilizer. No Data Centers. No Birthday Balloons. The Iran War Is Not Just Impacting Oil.
James Gutman, energy and geopolitics analyst and author, explains how closing the Strait of Hormuz ripples far beyond oil. He outlines cascading shortages from sulfur and fertilizer to helium and supply chains. Conversations cover humanitarian rationing in Asia, shifting geopolitical alliances and currencies, and how clean‑energy and manufacturing policy may be reshaped.
