Wolfe Power Club Podcast

How Has the Iran War Affected Our Investments?


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This week on Wolfe Power Club, we dive into the extraordinary impact of the Iran conflict on energy markets and the companies we invested in at the start of 2026.

Since our January 5th purchases, major energy companies like ExxonMobil, Shell and BP have seen share price increases of nearly 30%, with total market cap gains across our ten tracked companies reaching $249 billion. We break down what drove these gains, which sectors benefited most and how this volatility is reshaping global energy markets.

We also highlight key UK winners, including Harbour Energy and Sirocco Energy, whose valuations soared more than 50% in just 12 weeks. Renewable-adjacent companies like Albemarle Corp also showed growth, reflecting ongoing demand for battery materials in the EV sector.

Finally, we examine broader economic impacts, including pressures on US markets and rising costs for UK businesses, providing insight into how energy volatility affects companies and consumers alike.


DISCLAIMER: We are not financial advisors. This podcast has no influence or responsibility if your shares will make or lose money in the next year. We are only covering what Alex is spending.

Season Two is in Partnership with The Spectator

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Wolfe Power Club Production Team

Account Manager: Emilia Donovan

Director of Government Relations: Max Austin

Sales & Development Executive: Jacob Ryder

Wolfe List Chair: Judith Patten MBE

Designer: Nick Pelekanos

Editor: Adam Woodward

Social Media Manager: Bella Carter

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Recorded at Studio 55 - that has produced Breaking the Taboo and The ABTO Podcast

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