Mohamed Sergi
Editor of Semaphore Gulf based in the Middle East who reports on regional economic impacts, Gulf energy exports, and operational disruptions caused by the conflict.
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Mar 10, 2026 • 26min
The price of the Iran war
Mohamed Sergi, a Gulf-based editor reporting on regional energy and trade, and Mike Bird, Wall Street editor covering markets and oil. They discuss soaring gas prices and market volatility. They outline how energy shocks ripple into food, manufacturing, and inflation. They explain Gulf export disruptions, Strait of Hormuz risks, LNG and fertilizer impacts, and shifting investor confidence.
