Rachel Ziemba

Rachel Ziemba, geopolitical analyst and founder of Ziemba Insights, explains why the Strait of Hormuz is a tiny choke point with huge consequences. She breaks down how oil, LNG, fertilizers, and critical inputs for chips and plastics can be disrupted. Shortages, insurance and shutdowns ripple into food, semiconductors, and global trade. Possible workarounds and longer-term industrial shifts are explored.

Henning Gloystein, energy analyst on Asia’s LNG crunch and long-term security shifts. Rachel Ziemba, geopolitics and energy-security specialist on demand destruction and policy limits. Omar Najia, derivatives trader on market structure, liquidity and spreads. They discuss muted price moves amid interventions, Asia’s fuel shortages and demand measures, and how trading flows and geopolitics reshape near-term market volatility.

Rachel Ziemba, a Jung Fellow at the Center for a New American Security, and Henning Gloystein, Head of Energy at Eurasia Group, dive into the escalating Israel-Iran conflict and its ripple effects on global energy markets. They discuss U.S. foreign policy decisions and potential military involvement, as well as how traders are adjusting to fluctuating oil prices. The conversation highlights the delicate interplay between geopolitical tensions, Asian nations' responses, and the broader implications for energy stability.