Nick Kumleben
Macro and commodities analyst at Greenmantle, providing geopolitical and market analysis with a focus on energy, natural resources, and the effects of major conflicts on commodity markets.
Best podcasts with Nick Kumleben
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Mar 27, 2026 • 47min
The Iran War: the view from CERA Week with Nick Kumleben
Nick Kumleben, macro and commodities analyst at Greenmantle, offers a sharp take from CERA Week. He describes the tense market mood, short-term supply strains on diesel and jet fuel, and limits of strategic petroleum releases. He explores sanctions erosion, deglobalization, energy security driving clean tech, and the risk of wider escalation and food shocks.
Mar 13, 2026 • 50min
Gulf War 3 and Global Financial Crisis 2? Special with Nick Kumleben
Nick Kumleben, Director at Greenmantle and geopolitical risk analyst, breaks down how the Israel–Iran conflict ripples through energy and finance. He discusses crude volatility, strategic oil reserves, chokepoint risks like the Strait of Hormuz, trader stress from margin calls, contagion into food and chips, and how different military or diplomatic outcomes could swing markets.
