Jamie Smyth
FT energy editor (referred to in the episode as the FT Oil Nerd), providing expert analysis on oil, natural gas and energy-market developments.
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Mar 3, 2026 • 26min
Energy prices up, markets down
Jamie Smyth, FT energy editor and self-described Oil Nerd, explains how Iran strikes reshaped market expectations and lifted energy prices. He discusses why oil rose but did not spike to $100, risks to the Strait of Hormuz and LNG/refinery infrastructure, Europe and Asia’s gas vulnerability, and US policy tools to calm markets.
