Matt Smith
Oil analyst at energy consulting firm Kpler who provides market analysis on crude, LNG, and geopolitical impacts on energy prices.
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Mar 3, 2026 • 34min
War With Iran: Why Oil Didn’t Spike As Expected
Alex Heath, tech journalist and newsletter author covering AI industry moves. Matt Smith, oil analyst at Kpler tracking crude and geopolitics. They explain why oil barely budged despite Iran conflict. Short-term shipping risks and how decisive strikes could change market certainty. They also unpack OpenAI’s huge raise and the Anthropic-Pentagon clash.
