Tariff Talk: Talking Iran, LNG, Coal, and the Petrodollar

OPIS TALKS COAL, METALS & MINING:

Charles Dayton and James Stevenson discuss the ongoing war in the Middle East. They discuss likely timeframes for its duration, and what its commodity impacts are. We focus on impacts on LNG, and flow-through impacts on coal demand. And we close with some discussion of some of the larger Iranian strategies in the war, such as weakening the petrodollar.

Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com.

Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.