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Podcast: Podcasts - Oxford Institute for Energy Studies
Episode: OIES Podcast – The US-Israeli War with Iran: Continuing Impacts on Oil Markets
Description: In this podcast, Bassam Fattouh talks to Paul Horsnell and Ahmed Mehdi about the US-Israel War with Iran and its implications for oil markets. They discuss a number of topics: Are markets still in the phase of 'logistical discovery', identifying weak points in the global oil supply chain, and what disruptions around the Strait of Hormuz reveal about system resilience? If shipping through Hormuz remains disrupted, how the oil market adjusts across production, transportation, consumption, and inventories/buffers? What changes in crude differentials, refining margins, product prices, freight rates, and trading structures reveal about current transformations in oil mark...