Episode Details
Back to Episodes
Commodity Compass - 3/21 - Iranian Escalations Move Towards Midstream Energy Infrastructure
Published 2 months, 2 weeks ago
Description
Commodity markets were driven by one overwhelming reality this week: the Middle East conflict moved from a war narrative to an energy system story. After earlier strikes on Iranian infrastructure, the week was defined by the widening fallout — attacks spread across major oil and gas sites in the Gulf, Iraq declared force majeure on foreign-operated oilfields, and the commercial viability of shipping through the Strait of Hormuz became a daily question rather than a tail risk.