In this episode, Julien Hoarau and Olivier Gasnier take a step back from the headlines to assess the energy market consequences of the Iran–Israel conflict and the fragile ceasefire currently in place.
They explore how disruptions in the Strait of Hormuz have reshaped global oil, LNG and refined product markets, why price reactions have differed across regions, and what this crisis reveals about structural vulnerabilities in today’s energy system.
From oil and gas to power markets and carbon pricing, the discussion highlights both short‑term market dynamics and longer‑term strategic implications.
A clear, market‑focused conversation for energy professionals seeking to understand what is really at stake — and what lessons this crisis leaves for the years ahead.
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