In this episode, panelists discuss the ongoing geoeconomic consequences of the conflict in Iran, including global energy flows and oil prices, economic development and AI buildout in the Gulf region, and sanctions on Russia. They also explore inflation and interest rates as markets respond to the crises.

Background Reading:

Host: Edward Fishman, Senior Fellow and Director of the Maurice R. Greenberg Center for Geoeconomic Studies, Council on Foreign Relations

Guests: Edward Morse, Senior Advisor and Commodities Analyst, Hartree Partners, LP; CFR Member

Meghan L. O’Sullivan, Director and Professor, Belfer Center for Science and International Affairs, Harvard Kennedy School; Member, Board of Directors, Council on Foreign Relations

Brad W. Setser, Whitney Shepardson Senior Fellow, Council on Foreign Relations

Karen E. Young, Senior Research Scholar, Center on Global Energy Policy, Columbia University School of International and Public Affairs; CFR Member

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