Big Digital Energy

Israel vs Iran: What's Next for Energy Markets? | BDE 06.16.25


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The Israel-Iran conflict is shaking up the global energy landscape, and the effects are being felt from crude oil prices to gas supplies. Tensions are rising, with everything from potential strikes on nuclear sites to the threat of oilfield infrastructure being caught in the crossfire. We’re talking about the risks to key spots like the Strait of Hormuz, how OPEC is reacting to the situation, and how American shale production could play a big part in keeping things stable. It's a high-stakes game where energy security is on the line, and we’re looking at what could happen if things escalate, whether through direct retaliation or proxy moves. We’ve got you covered on how this all could shake out and what it means for the future of energy markets.

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Click here to view the episode transcript.

00:00 - Israel Strikes Iran
07:29 - Oil Market Reaction
17:27 - Conflict Resolution Strategies
26:56 - US Oil Production Trends
31:10 - Regime Change Motivations in Iran
35:00 - US Energy Policy and Electric Vehicle Mandate
38:50 - Israel and Hamas Conflict Analysis

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