We recorded this video podcast on Wednesday, March 18. This week we address five questions that have arisen regarding our views on the potential long-term impacts of the war in Iran.
- Does our Super-Spike oil demand destruction framework need adjusting for an abrupt geopolitical spike?
- What advance warning signs are we watching to assess economic damage and risks to capital markets?
- How does Iran impact our view of the traditional energy profitability cycle and terminal value recognition?
- Does the war change which regions we prefer for future CAPEX?
- How does Iran impact our Power Surge (power super-cycle) view?