Tait Duryea sits down with Aditya Ravi of Rystad Energy to discuss how tensions around Iran and the Strait of Hormuz could impact oil prices, global supply, airline economics, and energy investors. They cover OPEC production, strategic reserves, demand destruction, recession risk, and what different pricing scenarios could mean for the 2026 oil and gas fund.

Aditya Ravi is an upstream oil and gas analyst at Rystad Energy with more than 15 years of experience in global energy markets. With a background in petroleum engineering and economics, he brings data-driven insight into oil supply, pricing, and geopolitical risk.

They discuss:

(0:00) Aditya Ravi’s energy background
(3:26) Iran and oil futures
(6:24) Global oil demand context
(9:14) Strait of Hormuz risks
(12:39) Well shut-in damage
(16:00) Lower oil price scenarios
(19:02) Drilling response and oversupply
(22:48) Worst-case supply disruption
(25:29) Recession and SPR refilling 

Links & Resources:

• Aditya Ravi’s LinkedIn: https://www.linkedin.com/in/aditya-ravi-39a49737 

If you have any questions, please feel free to email [email protected].

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The information discussed in this episode is for informational and educational purposes only and should not be considered investment, tax, or legal advice. Nothing discussed in this episode constitutes an offer to sell or a solicitation of an offer to buy any securities. Any opinions expressed are those of the participants at the time of recording and are subject to change without notice. Investments discussed may not be suitable for all investors and involve risk, including the potential loss of principal. Past performance is not indicative of future results. Prospective investors should review all applicable offering documents and consult with their own financial, tax, and legal advisors before making any investment decision.