Jorge León
Geopolitical analyst and head of geopolitical analysis at Rystad Energy, providing expert commentary on oil markets and the impact of disruptions in the Strait of Hormuz.
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Mar 24, 2026 • 14min
Are Higher Oil Prices the New Normal?
Jorge León, geopolitical analyst and head of geopolitical analysis at Rystad Energy, explains how Iran’s actions around the Strait of Hormuz are reshaping oil markets. He discusses why disruptions may keep oil prices high, how damaged refineries and logistics slow restoration, and why alternative supplies are limited. Short, sharp analysis of market risks and supply constraints.
Mar 12, 2026 • 20min
Bloomberg Surveillance TV: March 12th, 2026
Libby Cantrill, PIMCO public policy lead, on SPR moves and political fallout. Dr. Jorge León, Rystad Energy geopolitical head, on supply shocks, Strait of Hormuz effects and offshore storage. Keith Lerner, Truist market strategist, on earnings resilience, buy-the-dip behavior and how oil risks could reshape market forecasts.
