The US-Israeli led war in Iran and the prolonged disruption in the Strait of Hormuz is once again exposing Europe’s vulnerability to global energy shocks; raising urgent questions about gas storage, LNG dependency and whether governments have learned anything from previous crises.
In this episode of PluggedIn, Montel’s Richard speaks with Henning Gloystein from Eurasia Group and Saul Kavonic from MST Marquee about the escalating conflict and growing risks facing energy markets and global supply chains.
Could shipping flows resume within weeks, or are market participants underestimating the possibility of years of disruption? The discussion explores fuel shortages, LNG price risks, Europe’s storage dilemma, China’s strategic positioning, and why many analysts believe the global economy is only beginning to feel the effects of the crisis.
With competing forecasts and mounting geopolitical tensions, the episode examines what comes next for energy markets, and whether the world is prepared for a prolonged supply shock.
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Host: Richard Sverrisson – Editor-in-Chief, Montel News
Guests:
Saul Kavonic, Head of Energy Research, MST Marquee
Henning Gloystein, Managing Director - Energy & Resources, Eurasia Group
Editor: Alexandra Carlon
Producer: Alexandra Carlon
