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The 60-Day Clock: Sanctions, Security and the US-Iran Endgame
US-Iran Outlook: The 60-Day Clock – What Energy Investors Need to Know
Following the recent conflict between the US, Israel and Iran, what comes next for sanctions, regional security and energy investment?
In this episode of the Horizon Engage podcast, Sasha Zaslavsky is joined by sanctions expert, Richard Nephew and Middle East specialist, Michael Knights to examine what the next 60 days could mean for investors operating across the Gulf and beyond.
The discussion moves beyond the headlines to explore the strategic outlook for sanctions, security and investment, including:
- Will US sanctions on Iran fundamentally change after the conflict?
- What does the new Memorandum of Understanding (MOU) really mean for energy companies?
- How are Gulf states reassessing security risks following direct attacks on energy infrastructure?
- Why are Gulf national oil companies accelerating overseas investment and diversification?
- Is there any realistic prospect of Western companies returning to Iran?
- What role could Gulf states play in Iran's future reconstruction?
- What political and security indicators should investors monitor over the next 60 days?
From sanctions enforcement and Gulf security to geopolitical risk premiums and investment strategy, this episode provides practical insight into the decisions shaping the next phase of Middle East energy markets.
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By Joe GoldbergUS-Iran Outlook: The 60-Day Clock – What Energy Investors Need to Know
Following the recent conflict between the US, Israel and Iran, what comes next for sanctions, regional security and energy investment?
In this episode of the Horizon Engage podcast, Sasha Zaslavsky is joined by sanctions expert, Richard Nephew and Middle East specialist, Michael Knights to examine what the next 60 days could mean for investors operating across the Gulf and beyond.
The discussion moves beyond the headlines to explore the strategic outlook for sanctions, security and investment, including:
- Will US sanctions on Iran fundamentally change after the conflict?
- What does the new Memorandum of Understanding (MOU) really mean for energy companies?
- How are Gulf states reassessing security risks following direct attacks on energy infrastructure?
- Why are Gulf national oil companies accelerating overseas investment and diversification?
- Is there any realistic prospect of Western companies returning to Iran?
- What role could Gulf states play in Iran's future reconstruction?
- What political and security indicators should investors monitor over the next 60 days?
From sanctions enforcement and Gulf security to geopolitical risk premiums and investment strategy, this episode provides practical insight into the decisions shaping the next phase of Middle East energy markets.