Podcasts about Hormuz

America's war on Iran spreads across the region as NATO shoots down a missile headed towards Turkey, and the U.S. sinks an Iranian ship near Sri Lanka – Trump says the Navy could escort tankers through the Strait of Hormuz – & big developments in the Epstein investigation as Pam Bondi is subpoenaed to testify about her handling of the case. Jeff Mason, Ivo Daalder, Paul Rieckhoff, David Gura, Philip Bump, McKay Coppins, and Larry Sabato join The 11th Hour this Wednesday night. To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meet my friends, Clay Travis and Buck Sexton! If you love Verdict, the Clay Travis and Buck Sexton Show might also be in your audio wheelhouse. Politics, news analysis, and some pop culture and comedy thrown in too. Here’s a sample episode recapping four takeaways. Give the guys a listen and then follow and subscribe wherever you get your podcasts. Conflict Accelerates Tech Clay Travis and Buck Sexton discuss the geopolitical consequences of the ongoing conflict. They examine the paralysis of international shipping in the Strait of Hormuz, rising global oil prices, and how extended military engagement could impact U.S. domestic politics—especially with Democrats preparing to tie gas‑price volatility to Trump’s foreign‑policy strategy ahead of the 2026 midterms. They also discuss the administration’s unprecedented stance that President Trump intends to influence the selection of Iran’s next leader following the assassination of the Ayatollah, raising questions about regime change, constitutional monarchy possibilities, and whether Iran’s military factions might accept a U.S.-favored successor. The hosts then explore historical parallels, comparing modern drone‑ and intelligence-driven warfare to conflicts such as the Gulf War and the 2003 Iraq invasion, suggesting that advances in technology have made “boots on the ground” less essential. This leads to a broader conversation about whether internal Iranian opposition could rise up without military backing and why genuine regime change is impossible unless parts of Iran’s armed forces defect. Trump's Texas Tactics Clay and Buck analyze the fallout from the Texas primary and the growing expectation that President Trump will endorse a candidate in the Texas Senate race. They emphasize how critical the Texas seat is to preserving the GOP’s narrow Senate majority and outline the broader 2026 Senate landscape—highlighting difficult Republican battles in Maine and North Carolina, as well as opportunities in Georgia. The hosts examine how a Trump endorsement, whether for John Cornyn or Ken Paxton, signals a deliberate effort to maintain Senate control ahead of potential Supreme Court vacancies. A major portion of the hour is devoted to the explosive controversy surrounding Democratic candidate James Talarico, whose far‑left ideological positions, past tweets, and public comments have become a focal point of criticism. Clay and Buck dissect his rhetoric comparing himself to biblical figures, his claims about “white skin” being a societal contagion, and his promotion of Dr. Fauci memorabilia—framing Talarico as a deeply out‑of‑touch progressive misaligned with Texas voters. They compare him to figures like Jasmine Crockett and Beto O’Rourke, arguing that Democrats continue to misjudge which candidates appeal to mainstream Texans. They also break down the Republican strategic calculus, suggesting that Trump may back Cornyn to avoid draining resources needed for more competitive races across the country. Kristi Noem is Fired President Trump has fired DHS Secretary Kristi Noem, marking the first removal of a cabinet secretary in this administration. Clay and Buck react in real time as Fox News reports the termination and the appointment of Senator Markwayne Mullin of Oklahoma as the new acting head of the Department of Homeland Security. They recount the scandals that contributed to Noem’s downfall—including reports of inappropriate spending, allegations about personal relationships, and a controversial $200 million DHS ad campaign featuring her—describing widespread bipartisan dissatisfaction after her congressional hearing. The hosts speculate on what the leadership change means for border security, immigration policy, and future DHS operations. Nerding Out with Ryan Political data analyst Ryan Girdusky, host of It’s a Numbers Game, to break down the dramatic firing of DHS Secretary Kristi Noem, who was removed just minutes before stepping onstage at an event in Nashville. The hosts analyze President Trump’s official announcement elevating Senator Markwayne Mullin of Oklahoma to DHS Secretary, noting that Noem’s reassignment to “Special Envoy for the Shield of the Americas” signals a clear demotion. The hour digs into the controversies that precipitated her removal—especially the explosive $200 million DHS ad campaign featuring Noem, allegations that she misled Congress, and her attempt to shift blame to President Trump. Girdusky adds further context about long‑simmering internal frustrations over Noem’s self‑promotion, image‑driven leadership style, and political alliances, all of which contributed to her rapid downfall. The conversation then pivots to the 2026 Senate landscape, with a heavy focus on the Texas Senate race. Girdusky breaks down why the Trump team appears intent on securing Texas early, explaining that Republicans must lock down states like Texas, Ohio, Iowa, Alaska, and Montana to maintain Senate control. He critiques Ken Paxton’s underwhelming primary performance and praises John Cornyn’s unexpectedly strong showing, attributing it to disciplined campaigning. The hosts revisit the Democratic nominee James Talarico, highlighting the avalanche of far‑left statements and viral clips that portray him as deeply out of step with Texas voters—comments about abolishing prisons, describing “whiteness” as a moral failing, redefining Christianity through progressive ideology, and advocating extreme abortion policies. Clay, Buck, and Girdusky conclude that Talarico is even more radical than Jasmine Crockett, predicting he will crater in a statewide general election. They emphasize that Democrats are misreading Texas by nominating a candidate shaped by progressive online culture rather than real‑world Texas sensibilities. Make sure you never miss a second of the show by subscribing to the Clay Travis & Buck Sexton show podcast wherever you get your podcasts! ihr.fm/3InlkL8 For the latest updates from Clay and Buck: https://www.clayandbuck.com/ Connect with Clay Travis and Buck Sexton on Social Media: X - https://x.com/clayandbuck FB - https://www.facebook.com/ClayandBuck/ IG - https://www.instagram.com/clayandbuck/ YouTube - https://www.youtube.com/c/clayandbuck Rumble - https://rumble.com/c/ClayandBuck TikTok - https://www.tiktok.com/@clayandbuckYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.

What does it mean to be a countries ally? The foreigner is a cheap vote for the people in power. Daniel Turner and what the Strait of Hormuz closure means to oil and gas at home. Follow The Jesse Kelly Show on YouTube: https://www.youtube.com/@TheJesseKellyShowSee omnystudio.com/listener for privacy information.

In this episode of The President's Daily Brief: First up — Iran may be looking for a way out. Reports say Iranian intelligence quietly reached out to the CIA through a third country to explore possible talks about ending the war. But is the White House answering the call? President Trump says it may already be “too late” for negotiations. Later in the show — tensions remain high in the Strait of Hormuz as the White House considers deploying U.S. naval escorts to protect oil tankers moving through the critical shipping lane. Plus — the United States opens a new front in the fight against drug traffickers, launching joint military operations in Ecuador targeting criminal groups now labeled as terrorist organizations. And in today's Back of the Brief — Washington turns up the pressure on Venezuela as the Trump administration reportedly prepares a criminal indictment against the country's interim leader, Delcy Rodriguez. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting https://PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: youtube.com/@presidentsdailybrief Trust & Will: Estate planning doesn't have to be complicated—create your will or trust online in minutes with Trust & Will and get 20% off at https://trustandwill.com/PDB   DeleteMe: Get 20% off your DeleteMe plan when you go to https://joindeleteme.com/PDB  and use promo code PDB at checkout. Acre Gold: Start building physical gold with simple monthly payments and enter to win two Ancient Collection gold bars at https://GetAcreGold.com/PDB   Learn more about your ad choices. Visit megaphone.fm/adchoices

Iran threatens to set ships on fire in the Strait of Hormuz, risking 20% of the world's oil supply. The panel breaks down whether Tehran can actually shut it down, why the U.S. sank an Iranian warship, and how Trump's strategy is keeping oil prices stable.

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this episode of The Wright Report, Bryan opens with a major update on the war with Iran, including a new Kurdish offensive, the destruction of Iranian missile launchers, and the growing crisis in the Strait of Hormuz that is shaking global energy markets.  Then it is a Listener Q&A episode. Bryan answers your questions about how Iran is still fighting despite losing senior leaders, the risks of regime change, China's oil strategy during the conflict, cartel drone warfare, and whether allies like Israel can influence America's decisions in war.    "And you shall know the truth, and the truth shall make you free." - John 8:32     Keywords: Iran war update, Kurdish offensive Iran, Strait of Hormuz crisis, China oil strategy, regime change Iran debate, cartel drone warfare Ukraine, U.S. Israel Iran conflict, Bryan Dean Wright podcast, The Wright Report, geopolitical intelligence briefing

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As the US-Israel war with Iran continues the Trump administration is facing mounting calls from Congress to explain why it started its campaign now, and how long it could last. In an attempt to curb surging oil and gas prices, President Trump says the US navy will, if necessary, escort oil tankers through the Strait of Hormuz, which has been blocked by Iran. The crisis in the Middle East is continuing to cause turmoil on the financial markets. Shares across Asia opened sharply lower. Also, scientists in Spain studying how women's brains are altered during pregnancy say they've identified changes influencing how mothers bond with their babies. And an English golf club stumbles across an unexpected find underneath part of its course - an abandoned wine cellar. The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment. Get in touch: globalpodcast@bbc.co.uk

President Donald Trump addressed the ongoing U.S.-Israeli war with Iran, defending the military campaign as necessary to prevent a larger nuclear threat and asserting that Iran's air force, navy, and missile capabilities have been largely "knocked out." He denied claims that Israel, under Netanyahu, forced the U.S. into the war, instead claiming that "if anything, I might have forced Israel's hand" because he believed Iran was preparing to attack first amid failed negotiations. In a key moment, Trump announced new strikes targeting Iranian leadership and speculated on post-regime possibilities, noting that many potential moderate successors "are dead" after the killing of Supreme Leader Ayatollah Ali Khamenei. He also threatened to cut off all trade ties with Spain, calling the country "terrible" and "unfriendly" for refusing to allow U.S. use of its military bases. Overall, Trump portrayed Operation Epic Fury as progressing ahead of schedule, while the conflict widened with Iranian retaliatory strikes on Gulf targets and U.S. pledges to escort oil tankers through the Strait of Hormuz. WE ALSO COVER: Jasmine Crockett blames GOP after loss. Texas GOP seat goes to a runoff. New Ayatollah Mojtaba Khamenei chosen. Candance Owens is a GRIFTER! U.S. military shoots down a drone in Texas. 00:00 Pat Gray UNLEASHED! 00:14 Texas Primary Voting Yesterday 01:32 Jasmine Crockett is MAD! 06:04 More from the Texas Primary 09:52 88 Iranian Leaders Blown to Smithereens! 12:33 John Fetterman on War Powers Vote 16:12 John Fetterman's Reaction to Mullah Deaths 18:00 John Konrad & the Lloyd's of London 24:31 Marco Rubio's Clarification 30:15 Chewing the Fat 44:06 Bill Clinton IN A BLUE DRESS?! 50:19 President Trump Asked if Israel Forced his Hand 53:07 President Trump - "They're Sick People!" 57:06 President Trump on the Future of Iran 58:23 President Trump on the European Nations 1:03:43 USA Today Article on Candace Owens 1:15:23 Erika Kirk is Trans??? 1:19:17 President Trump on Transport Ships 1:21:18 Who Gets the Most Oil? 1:22:33 President Trump on Obama's Iran Deal 1:24:42 FLASHBACK: Iran Captures U.S. Drone 1:25:45 FLASHBACK: Hillary Clinton on Iran 1:28:47 LASER BEAMS!!! 1:33:57 CBS News on Why the U.S. Attacked Iran Learn more about your ad choices. Visit megaphone.fm/adchoices

The conflict with Iran has raised energy prices and sent shock waves through markets. WSJ's Rebecca Feng explains what's happening in the Strait of Hormuz, an Iran-controlled waterway through which a fifth of the world's oil supply typically travels. And WSJ's Harriet Torry breaks down what this could mean for consumers and inflation in the U.S. Jessica Mendoza hosts. Further Listening: - Trump's Shifting Reasons for War With Iran - Trump's 'Donroe Doctrine' on Foreign Policy Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Operation Epic Fury / Rising Lion: Inside the U.S. / Israel Strike on Iran | war powers, nuclear threat, regional fallout, and consequences at home. a coordinated U.S. and Israeli strike — hit more than 1,000 Iranian military and nuclear-linked targets, killing Ayatollah Ali Khamenei and triggering immediate retaliation across the region. In this episode, we break down what led to the strike, the administration's red lines, and the intelligence claims surrounding Iran's uranium enrichment. We examine the latest IAEA findings, Tehran's 60% enriched uranium stockpile, and the debate over whether Iran was truly days from a nuclear breakout — or whether diplomacy still had runway. We also tackle the constitutional question head-on: Did the President violate the War Powers Resolution? We walk through the legal framework, historical precedent, executive authority, congressional notification requirements, and what critics on Capitol Hill are arguing versus what the administration claims is firmly within presidential power. Beyond the missiles and airstrikes, we explore the deeper regional fault line shaping this conflict — the 1,400-year-old Sunni–Shia divide. Iran as the dominant Shia power. The Sunni Gulf monarchies calculating survival. Hezbollah's entry into the fight. The internal Muslim conflict that predates modern borders — and why it still dictates alliances, proxy wars, and regional escalation today. We break down the global chessboard: Israel's security calculus, Gulf state vulnerability, NATO positioning, China's oil dependency, Russia's military coordination with Tehran, and what this means for great-power competition. Then we analyze reactions at home — on both sides of the aisle. Democrats raising constitutional and escalation concerns. Progressives framing the strike as Western interventionism. Libertarians warning of endless war and blowback. Conservatives divided between America First restraint and muscular deterrence. Who supports it. Who opposes it. And why. We also examine the domestic consequences: • The Strait of Hormuz and rising oil prices • Inflation risk tied to energy markets • Terror retaliation and asymmetric threats • The power vacuum inside Iran — IRGC control, succession scenarios, and regime-change speculation Was this preemptive defense? Strategic decapitation? Or the start of a wider regional war? This is a full geopolitical and constitutional breakdown of Operation Epic Fury — separating intelligence from rhetoric, law from politics, and strategy from media spin. Like. Share. Subscribe. Go to Quince.com/JILLIAN for free shipping and 365-day returns Visit CozyEarth.com/MICHAELS | Use code MICHAELS for up to 20% off Go to 120Life.com and use code JILLIAN to save 20% Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's show covers a massive political and global shakeup — from Texas primary surprises to escalating tensions with Iran and a media meltdown that followed.We break down the latest Texas primary results, including the battle involving Jasmine Crockett, claims of Republican interference, and the ripple effects across the state. There's also talk of runoffs, election integrity concerns, and what this means heading into 2026 and beyond.On the global stage, Donald Trump responds forcefully to Iran developments — including reports of military action, tanker escorts through the Strait of Hormuz, and questions from the press about worst-case scenarios. Trump shuts down rumors that Israel pushed the U.S. into action and doubles down on what he calls an America First strategy. Meanwhile, Marco Rubio clashes with reporters and calls out what he describes as Democrat media spin.We also cover:- Commentary from Sen. Kennedy- 2028 speculation sparked by Stephen A. Smith- Debate on the right involving Tucker Carlson, Megyn Kelly, and Ben Shapiro- DHS oversight fireworks with Kristi Noem- Supreme Court arguments over whether Election Day- Viral tiktoksSUPPORT OUR SPONSORS TO SUPPORT OUR SHOW!Lose meaningful weight healthily with LEAN—get 20% off at https://TakeLean.com using code CHICKSGet delicious Masa Chips at https://MasaChips.com/CHICKS Use code CHICKS for 25% off first order—or grab Masa at Sprouts nationwide!Make the switch and feel the difference of truly fast, modern antivirus protection from Webroot. Get 60% off at https://Webroot.com/ChicksCowGuys—head to http://CowGuys.shop/chicks for their automatic BOGO deal: two bottles of nourishing tallow balm for the price of one ($34 for up to 8 months' supply).Subscribe and stay tuned for new episodes every weekday!Follow us here for more daily clips, updates, and commentary:YoutubeFacebookInstagramTikTokXLocalsMore InfoWebsite

EMERGENCY ROUNDTABLE: How long will this conflict last? Ex-CIA spy Andrew Bustamante, national security journalist Annie Jacobsen, and Iran expert Benjamin Radd break down Trump's strikes, Ayatollah Ali Khamenei's death, nuclear risks, AI warfare, and what could happen next. Andrew Bustamante is a former CIA covert intelligence officer and founder of Everyday Spy, and co-author of the memoir ‘Shadow Cell: An Insider Account of America's New Spy War'. Annie Jacobsen is a renowned nuclear war expert and Pulitzer Prize finalist and author of her bestselling book ‘Nuclear War: A Scenario'. Benjamin Radd is a Senior Fellow at the UCLA Burkle Center for International Relations, and Lecturer in Law and Politics at UCLA School of Law. They explain: ◼️Who really carried out the strike on Iran ◼️How long this conflict could actually last ◼️Who takes control of Iran now ◼️Why the Strait of Hormuz closure could collapse the global economy ◼️The role of AI in planning military targets 00:00 Intro 00:01:43 What Is Really Happening With Iran Right Now? 00:08:27 What This War Is Really About (Beyond The Headlines) 00:15:43 Why Trump Chose This Moment To Strike Iran 00:28:51 Was This Actually The Right Time To Attack Iran? 00:32:49 Is This About Trump's Legacy—Or Something Bigger? 00:35:02 What This Conflict Means For The Future World Order 00:47:20 Why Other Regimes Are Watching This Conflict Closely 00:57:43 The Real Reason The U.S. Still Cares About Cuba 00:58:51 Do Nuclear Weapons Guarantee A Country's Safety? 01:05:51 Are We Closer To Nuclear War Than We Think? 01:11:16 Military Reality Check: How Many Soldiers Each Country Has 01:12:52 How Long Can Israel Sustain A Major War? 01:14:13 How This Conflict Could Actually Play Out 01:21:30 Which Sources Can You Really Trust During War? 01:31:21 What The U.S. Hopes To Gain From Bombing Iran 01:35:32 Are We Entering A Strongman Multipolar World? 01:41:24 The Rise Of Mass Surveillance During Global Conflict 01:46:30 The Most Likely Scenario That Could Trigger Nuclear War 01:54:32 Why Iran Is Striking Multiple Targets With Missiles 01:57:55 How Long Could This War Actually Last? 02:01:15 Is Trump Really Going To Leave Office? 02:03:17 What The Future May Look Like For The Average American Enjoyed the episode? Share this link and earn points for every referral - redeem them for exclusive prizes: https://doac-perks.com Follow Andrew: Find your Spy Superpower: https://yt.everydayspy.com/4s4dXOt YouTube - https://link.thediaryofaceo.com/8Tv0QP1 EverydaySpy: https://link.thediaryofaceo.com/2CJoYJD You can purchase ‘Shadow Cell: An Insider Account of America's New Spy War', here: https://link.thediaryofaceo.com/4T3ZTlT Follow Annie: Instagram - https://link.thediaryofaceo.com/ErFnd8L Website - https://link.thediaryofaceo.com/D7QkSEH You can pre-order ‘Biological War: A Scenario', here: https://link.thediaryofaceo.com/E99Eor5 Follow Benjamin: Instagram - https://link.thediaryofaceo.com/GsFWbA9 X - https://link.thediaryofaceo.com/9mF9KFp The Diary Of A CEO: ◼️Join DOAC circle here - https://doaccircle.com/ ◼️Buy The Diary Of A CEO book here - https://smarturl.it/DOACbook ◼️The 1% Diary is back - limited time only: https://bit.ly/3YFbJbt ◼️The Diary Of A CEO Conversation Cards (Second Edition): https://g2ul0.app.link/f31dsUttKKb ◼️Get email updates - https://bit.ly/diary-of-a-ceo-yt ◼️Follow Steven - https://g2ul0.app.link/gnGqL4IsKKb Sponsors: Ketone - https://ketone.com/STEVEN for 30% off your subscription order Wispr - Get 14 days of Wispr Flow for free at https://wisprflow.ai/steven Cometeer - https://cometeer.com/steven for $30 off your first order

Patrick Bet-David & Tom Ellsworth are joined by Jeff Snider and Mark Moss as they break down Iran's threat to close the Strait of Hormuz and the potential global oil supply and oil price shock, Bill and Hillary Clinton's deposition tied to the Jeffrey Epstein investigation and Epstein files, and Paramount's legal victory over Warner Bros. in the escalating Hollywood media battle.------♟️ SALES LEADERSHIP SUMMIT 2026: https://bit.ly/45Evtj4

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this Special Brief of The Wright Report, Bryan delivers the latest on the widening war with Iran and the global economic and military consequences now unfolding across the Middle East and beyond.  Bryan begins with the tragic confirmation that six U.S. service members were killed by an Iranian drone strike at a U.S. base in Kuwait, while Tehran continues launching missile and drone attacks across the region targeting Oman, the UAE, Qatar, Saudi Arabia, and Iraq. The conflict is now rattling global markets as LNG shipments halt, oil hubs burn, and the battle over the Strait of Hormuz threatens energy supplies for Asia and Europe. The episode then moves inside Iran, where U.S. and Israeli forces have struck thousands of targets including a secret nuclear facility outside Tehran uncovered through surveillance and intelligence cooperation between the CIA and Mossad. Iran's air defenses, missile systems, and much of its navy have been destroyed, giving allied forces near-total control of the skies as the war grinds forward. Bryan also covers the expanding regional front as Israeli forces move into Lebanon to confront Hezbollah, while global powers reposition around the conflict. Russia benefits from rising oil prices, China quietly sits on large oil reserves while watching Taiwan, and Europe scrambles to protect its energy supplies as the war reshapes global alliances. Finally, Bryan explains the political battle now unfolding in Washington, where lawmakers are debating presidential war powers, the legality of the Iran operation, and whether the true objective of the conflict is limited strikes or full regime change in Tehran.   "And you shall know the truth, and the truth shall make you free." - John 8:32     Keywords: March 4 2026 Wright Report, Iran war escalation Kuwait drone strike US casualties, Strait of Hormuz oil crisis LNG disruption, CIA Mossad intelligence Iran nuclear facility strike, Hezbollah Lebanon Israel conflict expansion, Russia oil profits Ukraine missile shortage, China oil reserves Taiwan surveillance reduction, Trump war powers debate Iran conflict, global recession risk energy shock

Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore assess the potential market outcomes of the Middle East conflict, weighing its possible duration and economic impact.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Deputy Global Head of Research. Ariana Salvatore: And I'm Ariana Salvatore, Head of Public Policy Research. Michael Zezas: Today we're discussing the escalating U.S.-Iran conflict, the market reaction, and what investors should be watching for next. It's Wednesday, March 4th at 7:30am in San Francisco. Ariana Salvatore: And 10:30am in New York. Michael Zezas: So, Ariana, I'm in San Francisco at Morgan Stanley's TMT Conference, but obviously events in the Middle East have captured everyone's attention. There's uncertainty around the conflict and really important questions about how it affects all of us. And of course, markets have to discount all sorts of future uncertainty about very specific impacts – to financial asset prices, to commodity prices – and really look at it through that narrow lens.And so, Ariana, the administration has suggested that this conflict and this campaign could last a few weeks. But also it said it could continue as long as it takes. So, what are the clearest signals investors should watch for to gauge duration? Ariana Salvatore: For now, we're focused on three main indicators. First, I would say, and most important, is clarity around the objectives. The president and others in the administration have referenced things like eliminating Iran's missile arsenal, its navy and limiting proxy activity. Those goals are broader than the earlier focus on just the nuclear programs. Each objective, of course, implies a different timeline. A narrower objective likely means a shorter engagement. Broader ambitions, conversely, would extend it. So that's the first thing. Second, obviously extremely important is traffic through the Strait of Hormuz. We'd viewed a full closure as unlikely, given the economic consequences for Iran itself. But tanker flows have at least temporarily fallen close to zero, and that's significant because production across the region has not been impaired. This is not about oil fields going offline. It's about whether or not oil can actually move. If shipping lanes normalize within weeks, markets can recalibrate. However, if flows remain materially curtailed beyond five weeks, the risks rise meaningfully. Third, the frequency of strikes and proxy activity. Sustained or escalating engagement would suggest a longer conflict. Signs of diplomacy, on the other hand, might indicate de-escalation. Michael Zezas: Right. So, let's build on that and talk about oil. And our colleague, Martijn Rats has really laid this out with a lot of different scenarios. But what we're seeing right now is that when it comes to oil, this is really a shock to the transport of it, not necessarily a shock to its production. So, oil supply exists. The question is really – can it be delivered or not? So, if tanker flows normalize and the geopolitical risk premium fades, what Martijn is saying is that global oil prices could move back towards $60 to $65 a barrel. If the logistical disruption lasts four to five weeks, then prices maybe trade in the $75 to $80 range. And if disruption extends beyond five weeks and flows are materially constrained, then you could see a situation where oil prices have to rise towards $120 or $130 a barrel. And at that level, demand destruction is what becomes the balancing mechanism in setting price for oil. So, one signal to watch is longer dated oil prices. Early month contracts can spike during geopolitical stress, but a sustained move materially above $80 to $85 [per] barrel would likely require longer dated prices to move higher as well. And that might signal that markets believe the disruption is persistent and not temporary. Ariana, what about natural gas here? How does gas situation fit into the energy story? Ariana Salvatore: As of this recording, Qatar has halted liquified natural gas production putting roughly 20 percent of global supply at risk. Prices have, as you might expect, risen sharply, which likely reflects expectations of a relatively short disruption. If exports were to resume quickly, prices could retrace. But, of course, if the outage lasts longer, prices could move meaningfully higher. Again, duration of the conflict is really critical here. Michael Zezas: So, let's bring this back to the U.S. Ariana, how does this conflict feed into the domestic, political and economic backdrop? Ariana Salvatore: When we're thinking about the midterm elections later this year, the way we see it, the clearest transmission channel is gasoline prices. Polling shows a majority of Americans oppose military action related to Iran, but voters typically prioritize domestic issues: things like inflation, cost of living, affordability over foreign policy. However, there's a very clear caveat here. If oil prices stay elevated, gasoline prices rise, and that's where this becomes politically more salient. Michael Zezas: Right, and so our economists and our chief U.S. Economist Michael Gapen has been all over this. And the way he assesses it is if oil prices remain about 10 percent higher than where they were before the conflict for several months, headline inflation would likely rise by 0.3 percent before dissipating. Historically, oil price shocks primarily affect headline inflation rather than underlying inflation. That's an important distinction that they point out. So maybe that could delay Federal Reserve rate cuts, even if policymakers ultimately look through the move. But if oil prices rise enough to weaken economic activity, particularly in the labor market or consumer spending, then our economists say the Fed could pivot toward easing despite elevated inflation. Ariana Salvatore: So, given that backdrop, what's the simple takeaway for investors in stocks or bonds? Michael Zezas: Right. So, I think we have to think about this in terms of duration of conflict and economic impact. So, if tanker flows normalize within a few weeks and oil prices move back towards that $60 to $65 range, then our economists are saying economic damage would be limited. And historically geopolitical events alone have not led to sustained volatility for U.S. equities. So, in that environment, our cross-asset team points out that stocks would likely remain supported. If instead, oil prices remain elevated long enough to push inflation higher and weigh on growth, the picture would change. A sharp and persistent rise in oil prices – that can pose a risk to the duration of the business cycle, and in that scenario, we'd expect stocks to struggle. Importantly, bonds may not provide the same diversification benefit if inflation remains sticky as a consequence of all of this. We could see stock and bond prices move in the same direction. That could challenge traditional balanced portfolios. Ariana Salvatore: And what are we seeing specifically in U.S. Treasury markets? Michael Zezas: So, as Matt Hornbach and our global macro strategy team have pointed out here, you've got two competing forces in the U.S. Treasury market. There's been some demand for safety, but investors are also focused on the risk that higher oil prices would lift inflation. So far, inflation concerns have taken precedence over growth concerns. How long that balance holds – that might depend on incoming data, especially labor market data. If you get weaker labor market data suggesting that growth could weaken, then you could see treasuries rally more meaningfully and yields come down. If you don't see that and inflation concerns dominate, then maybe you're not going to see yields come down as much. And bonds rally as much. Ariana Salvatore: So, stepping back, it seems like the key variables remain tanker traffic, longer dated oil prices and duration of the conflict itself. Michael Zezas: I think that's right. Ariana, thanks for speaking with me. Ariana Salvatore: Always a pleasure, Mike. Michael Zezas: And thanks to our listeners for joining us. We'll continue tracking developments and what they mean for markets. If you enjoy Thoughts on the Market, please take a moment to rate and review us wherever you listen and share the podcast with a friend or colleague.Important note regarding economic sanctions. This report references jurisdictions which may be the subject of economic sanctions. Readers are solely responsible for ensuring that their investment activities are carried out in compliance with applicable laws.

Today - John discusses the administrations reasoning for the war in Iran which continued to shift and bend depending on the official and the outlet wishing to know. Meanwhile, attention has shifted to the Strait of Hormuz and oil tankers' ability to safely exit a region long patrolled by Iran. Ships from Britain and France will enter the region to chaperone tankers through the region, but Donald Trump says critical nations that refuse to help, like Spain, will instead see embargoed trade. John also talks about the right wing Christian Nationalists who are pushing for war because they believe the apocalypse will bring Jesus back to earth. Then, he interviews Dr. Angela Simms, an Assistant Professor at Barnard College. They discusses her new book, "Fighting for a Foothold," which examines the structural issues undermining the Black middle class in Prince George's County, Maryland. Her insights shed light on the systemic barriers that persist despite the hard work and dedication of many residents. Next, John speaks with Dr. Anahida Dua, a practicing surgeon and healthcare advocate, who emphasizes the importance of having a decisive and knowledgeable U.S. Surgeon General. She critiques the current public health messaging and highlights the need for clarity and confidence in addressing health crises, particularly in the wake of the COVID-19 pandemic. And finally, "Comedy Daddy" - Keith Price returns to chat with listeners and bring levity to the doom and gloom.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

War with Iran: Why all eyes are on the Strait of Hormuz… And why U.S. producers will benefit. Plus, should you buy stocks during a war? … Block's (XYZ) layoff… Private equity… The betting markets… And Tesla's (TSLA) upgrade. In this episode: War with Iran: Why all eyes are on the Strait of Hormuz [1:27] U.S. producers will benefit from the Iran War [5:55] Should you buy stocks during a war? [17:07] Is AI to blame for Block's big layoff? [19:11] Private equity is crashing—is it time to buy? [32:07] The betting markets are going wild over the Iran War [41:20] I hate Bank of America's Tesla upgrade [48:39] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Note: This episode was recorded the evening of Monday, March 2, 2026. The situation is changing quickly, so some details may have developed further since recording. A new episode is dropping this evening 3/4 with an update. How did the United States and Iran go from nuclear diplomacy to open war? In this episode of We Saw the Devil, Robin walks through the timeline that led to the 2026 US–Iran conflict. From the 2015 Iran nuclear deal (JCPOA) to Operation Epic Fury, she breaks down the decisions, escalations, and failed diplomacy that pushed two countries toward direct conflict. Because wars rarely start with the first bomb. They usually start years earlier.In This Episode:The roots of US–Iran tension, from the 1953 coup to the 1979 Iranian RevolutionWhat the JCPOA nuclear deal actually didWhy the US leaving the deal in 2018 changed the trajectoryIran's proxy network across the Middle EastThe 2025 protests inside Iran and the violent crackdown that followedThe diplomatic breakdown leading into 2026Operation Epic Fury and the strike campaign against IranIran's retaliation across the region, including Israel, Lebanon, and Gulf statesThe growing risk of a wider Middle East war and energy crisisKeywords: US Iran war 2026, Iran nuclear deal collapse, JCPOA explained, Operation Epic Fury, US strikes Iran 2026, Iran Israel conflict, Iran retaliation Israel, Hezbollah Israel war, Middle East war 2026, US Iran conflict timeline, why the US bombed Iran, Iran nuclear program crisis, Strait of Hormuz crisis, global oil prices war, Iran protests 2025 crackdown, Iran proxy network Hezbollah Hamas Houthis, Lebanon Israel escalation, Gulf state missile attacks Iran, US foreign policy Iran conflict, geopolitics Middle East war analysisBecome a supporter of this podcast: https://www.spreaker.com/podcast/we-saw-the-devil-crime-political-analysis--4433638/support.Website: http://www.wesawthedevil.comPatreon: http://www.patreon.com/wesawthedevilDiscord: https://discord.gg/X2qYXdB4Twitter: http://www.twitter.com/WeSawtheDevilInstagram: http://www.instagram.com/wesawthedevilpodcast.

Brian Szytel recaps a rebound day in markets with broad gains (Dow +238, S&P +0.8%, Nasdaq +1.3%) amid headline-driven volatility tied to Iran and renewed tariff discussion. He notes Secretary Bessent's comments on Section 122 potentially moving tariffs from 10% to 15%, which would still mean $65–$70B less in taxes than under IEPA, helping especially smaller and mid-sized businesses. Key market watchpoints are oil and shipping through the Strait of Hormuz and bond yields, which rose with higher energy and inflation expectations rather than signaling a flight to safety; the 10-year is around 4.07%. He reiterates a midterm outlook of Democrats taking the House and Republicans holding the Senate. Economic data were strong, led by ISM services at 56.1, alongside services PMI at 51.7 and ADP private payrolls at 63K. He also addresses software stocks, viewing AI-driven selloffs as selective opportunity with potential margin benefits. 00:00 Market Rebound Recap 00:42 Tariffs Back in Focus 01:45 Iran Risks and Oil 02:41 Volatility and Bond Yields 03:49 Midterm Politics Update 04:27 Economic Data Rundown 05:33 AI and Software Stocks 06:47 Wrap Up and Tomorrow Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Global oil and gas prices have skyrocketed as war halts energy exports from the Middle East. The strait of Hormuz, a narrow passage of water that facilitates the shipping of about a fifth of the world's oil, has been in effect closed since the regional war began, prompting fears of a global economic crisis. According to reports, traffic has dropped by about 80%, but how long until we feel the effects? Nosheen Iqbal speaks to the Guardian's head of business, John Collingridge – watch on YouTube. Help support our independent journalism at theguardian.com/infocus

Donald Trump said America would “immediately” provide insurance for shipping lines travelling through the Strait of Hormuz, and that the navy would escort oil tankers if necessary. Hosted on Acast. See acast.com/privacy for more information.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

President Trump says the U.S. will provide insurance to Persian Gulf tankers to ease the traffic slowdown in the Straight ot Hormuz, tech companies are scrambling to ensure safety of employees in the Middle East, cybersecurity company Crowdstrike beat analysts' expectations for the fourth quarter, Ross Stores seeing an uptick in shoppers at the off-price retailer, and Democratic lawmakers are potentially working on a proposal that could lead to the breakup and American meatpacking companies Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Treasury Secretary Scott Bessent says the Trump Administration will roll out a series of measures aimed at stabilizing oil shipments through the Persian Gulf, as Washington steps into the oil tensions.  He also addressed President Trump's latest tariff policy.  CNBC's Dan Murphy reports from Dubai on the main energy traffic artery the Strait of Hormuz, and Sam Altman told OpenAI employees the company doesn't get to choose how the military uses its technology.  And, CNBC Cures' first summit brought together rare disease families, care providers, regulators and innovators to tackle some of the world's most difficult diagnoses.  Check out CNBC Cures and watch videocasts of The Path with Becky on YouTube.   Scott Bessent         14:16 CNBC Cures             35:32   In this episode: Dan Murphy, @dan_murphy Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil and gas traders took a breath on Wednesday after Trump pledged help in the Strait of Hormuz, but experts say there are still signs the price of crude could break through the $100 mark as hundreds of tankers are anchored and unused in the vital waterway. Meanwhile, TikTok has told the BBC is won't bring in end-to-end encryption in its popular social media app

Charles is joined by Velina Tchakarova, Face Founder & Geopolitical Strategist to discuss the military decapitation of Iran's top leadership, the critical pursuit of nuclear and missile disarmament, and why U.S. efforts to secure maritime trade through the Strait of Hormuz are essential to stabilizing global markets. Learn more about your ad choices. Visit podcastchoices.com/adchoices

On Feb. 28, the U.S. and Israel initiated strikes on Iran. What comes next? Host Megan McArdle sits down with Washington Post Columnist David Ignatius to discuss Iran's response, whether the U.S. can sustain a prolonged conflict, what the war signals to adversaries like China and the economic risks of a closed Strait of Hormuz.Subscribe to The Washington Post here.

Secondo il professore della UNSW Max Tani, l'aumento dei costi dell'energia potrebbe avere ripercussioni sui mercati internazionali e anche sull'economia australiana.

Since the U.S. and Israel first struck Iran on Saturday, energy prices have been on the rise. Oil prices are up around 13 per cent, and LNG – liquefied natural gas – is up around 75 per cent. 20 per cent of the world's oil and LNG pass through the narrow Strait of Hormuz, a passageway between the Persian Gulf and the Arabian Sea that is effectively being blocked by Iran's Revolutionary Guards. Eric Reguly is The Globe and Mail's European Bureau Chief. He joins the show to talk about the role energy plays in the war in Iran, and how the reverberations are being felt far beyond the Middle East. Questions? Comments? Ideas? Email us at thedecibel@globeandmail.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A sharp sell‑off in South Korea is raising caution flags for global markets. Noah Kann explains how volatility in the KOSPI, rising energy prices, and tensions in the Strait of Hormuz are pressuring Asian currencies as the U.S. dollar strengthens. While the KOSPI often acts as an early signal for the S&P 500, Kann warns that the current extremes argue for caution rather than bottom‑fishing.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Oil prices across the globe have surged to multi-year highs, as the war in Iran expands into a broader regional conflict. A prolonged war risks disrupting energy supply chains, particularly as key shipping routes through the Strait of Hormuz are effectively closed. Analysts say impacts are already being felt - and that has implications for the global economic outlook and inflation. - イランでの戦争が周辺地域に広がり、国際的な紛争へと拡大する中、世界の原油価格がここ数年で最も高い水準まで急騰しています。戦闘が長引けば、エネルギーの供給に深刻な影響が出るおそれがあります。

In this episode of QAV Australia, Cameron and Tony navigate the sudden market volatility triggered by the outbreak of conflict between the US, Israel, and Iran. The duo explores the "biggest threat in 50 years" to global oil supplies, specifically the disruption of the Strait of Hormuz and its inevitable impact on energy prices and shipping. Amidst the global tension, they find silver linings in a massive 45% takeover jump for dental manufacturer SDI Limited and a scheme implementation deed for Cue Energy Resources by Horizon Oil. The episode also features a deep dive into the "material uncertainty" surrounding retail company Cettire, a five-year milestone review from a dedicated member, and a "Pulled Pork" analysis of Central Petroleum (CTP).

The Middle East conflict could bring significant pain at the New Zealand petrol pump. The price of brent crude has already risen about 16 percent in the past week. The Strait of Hormuz, a narrow strip of water between Oman and Iran is a vital shipping lane for about 20 percent of the world's oil. Iran is threatening to attack any ships trying to pass through the strait. Waitomo Group chief executive Simon Parham spoke to Lisa Owen.

Grains finished quietly lower while cattle futures posted sharp gains Wednesday. Arlan Suderman of StoneX recaps the trade's factors. Topics: - Why March 31 is a pivotal day for grain trade - Fertilizer surges higher with Strait of Hormuz disruptions - Brazil harvesting a massive soybean crop - Cattle futures correct from last week's downturn

Giá dầu trên toàn cầu đã tăng vọt lên mức cao nhất trong nhiều năm, khi cuộc chiến ở Iran leo thang thành xung đột khu vực rộng lớn hơn. Một cuộc chiến kéo dài có nguy cơ làm gián đoạn chuỗi cung ứng năng lượng, đặc biệt là khi các tuyến đường vận chuyển quan trọng qua eo biển Hormuz bị đóng cửa.

Oil prices across the globe have surged to multi-year highs, as the war in Iran expands into a broader regional conflict. A prolonged war risks disrupting energy supply chains, particularly as key shipping routes through the Strait of Hormuz are effectively closed. Analysts say impacts are already being felt - and that has implications for the global economic outlook and inflation. - Цены на нефть во всем мире взлетели до многолетних максимумов на фоне того, как война в Иране перерастает в более масштабный региональный конфликт. Длительная война рискует нарушить цепочки поставок энергоносителей, особенно с учетом фактического закрытия ключевых судоходных маршрутов через Ормузский пролив. Аналитики говорят, что последствия уже ощущаются, и это имеет значение для глобальных экономических перспектив и инфляции.

As Iran counter attacks by targeting energy infrastructure in neighbouring countries and threatening to shut off access to the Strait of Hormuz, we explore how Canada moves forward in a global economy dealing with even more chaos and uncertainty. Paul Haavardsrud talks to Stephanie Carvin, a professor of International Affairs at Carleton University.

Cresce l'allarme tra le imprese energivore per il forte aumento del prezzo del gas. In pochi giorni il Psv è salito da 33 a 55 euro al MWh, mentre i future sul Ttf di aprile hanno già raggiunto i 58 euro. Per settori come la ceramica questo significa un possibile extracosto annuale stimato in circa 180 milioni di euro, anche perché solo una parte limitata dei contratti di fornitura è stata bloccata a prezzi precedenti. La preoccupazione riguarda anche l'effetto a catena sul prezzo dell'elettricità e sulla competitività delle industrie italiane ed europee. Diverse associazioni industriali chiedono interventi a livello europeo, dalla revisione del sistema Ets alla definizione di politiche energetiche più stabili e accordi di fornitura di lungo periodo. Nel frattempo il governo ha annunciato un confronto con il sistema produttivo per valutare possibili misure di sostegno nel quadro della conversione del decreto Bollette. Ne parliamo con Sara Deganello, Il Sole 24 OreRincari energetici, come (indirettamente) colpiscono l'agroalimentareL'aumento delle tensioni in Medio Oriente e dei prezzi dell'energia rischia di avere effetti anche sul settore agroalimentare, soprattutto attraverso canali indiretti. Una delle principali preoccupazioni riguarda i fertilizzanti: una quota significativa della produzione mondiale passa dallo stretto di Hormuz, mentre un'altra parte rilevante proviene da Russia e Bielorussia. Eventuali interruzioni nelle forniture potrebbero far aumentare i costi agricoli e, di conseguenza, i prezzi lungo tutta la filiera alimentare. A incidere sono anche i rincari energetici che si trasferiscono sui trasporti, sulla trasformazione industriale e sui materiali di imballaggio. Tuttavia, rispetto alla fase iniziale della guerra in Ucraina, i mercati agricoli partono oggi da una situazione più stabile, con scorte più elevate e una domanda più debole, fattori che potrebbero attenuare eventuali shock sui prezzi. Resta comunque il rischio di volatilità legato all'incertezza geopolitica e alle aspettative degli operatori. Interviene Filippo Roda, Senior Analyst di AretèLavoro, Istat: tasso di disoccupazione a gennaio cala al 5,1%, nuovo minimoA gennaio 2026 il mercato del lavoro registra un miglioramento: gli occupati salgono a oltre 24 milioni e il tasso di disoccupazione scende al 5,1%, il livello più basso dall'inizio delle serie storiche nel 2004. La crescita dell'occupazione riguarda dipendenti permanenti, lavoratori a termine e autonomi, mentre diminuisce il numero delle persone in cerca di lavoro. Anche il tasso di disoccupazione giovanile cala, scendendo al 18,9%. Nonostante questi segnali positivi, resta aperto il nodo dei salari: nel quarto trimestre del 2025 i redditi da lavoro dipendente sono aumentati solo dello 0,5% e le retribuzioni reali nel settore privato restano ancora inferiori del 6,5% rispetto ai livelli del 2020, segno che il recupero del potere d'acquisto è ancora incompleto. Il commento è di Francesco Seghezzi, presidente Fondazione ADAPTOpenAI mette la retromarcia sull'alleanza con il PentagonoOpenAI ha annunciato una revisione dell'accordo siglato con il Pentagono per l'utilizzo dei suoi modelli di intelligenza artificiale all'interno delle reti classificate del Dipartimento della Difesa. L'intesa, pensata per supportare attività come analisi tattiche, logistica e decision making militare, ha però suscitato forti critiche e reazioni negative tra gli utenti, con un aumento significativo delle disinstallazioni dell'app ChatGPT negli Stati Uniti. Il caso è esploso anche in seguito alla scelta della società rivale Anthropic di interrompere la propria collaborazione con il Pentagono, rivendicando limiti più stringenti sull'uso militare dell'IA. Di fronte alla polemica, il CEO Sam Altman ha definito l'operazione iniziale "opportunistica e raffazzonata" e ha annunciato modifiche all'accordo, tra cui il divieto di utilizzo per sorveglianza domestica intenzionale dei cittadini statunitensi e nuove restrizioni sull'accesso da parte di alcune agenzie governative. Il commento è di Biagio Simonetta, Il Sole 24 Ore

Oil prices across the globe have surged to multi-year highs, as the war in Iran expands into a broader regional conflict. A prolonged war risks disrupting energy supply chains, particularly as key shipping routes through the Strait of Hormuz are effectively closed. Analysts say impacts are already being felt - and that has implications for the global economic outlook and inflation.

Equity markets in Asia nose-dive with South Korea's Kospi posts its worst session in history. Conflict in the Middle East intensifies fears of inflation causing investors to dump tech and semiconductor stocks. The U.S. and Israel continue to strike Iran with notable damage to IRGC headquarters and the Islamic Revolutionary Court in Tehran. President Trump has raised questions over who would succeed the Islamic regime. Trump has also offered to provide risk insurance for vessels using the Persian Gulf and said the U.S. Navy would help escort them out of the Strait of Hormuz in a bid to ease climbing global oil and gas prices. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Chinese foreign ministry says Beijing urges all parties to cease military actions in the Strait of Hormuz and avoid further escalations, calling the route key for global cargo and energy.

Oil prices across the globe have surged to multi-year highs, as the war in Iran expands into a broader regional conflict. A prolonged war risks disrupting energy supply chains, particularly as key shipping routes through the Strait of Hormuz are effectively closed. Analysts say impacts are already being felt - and that has implications for the global economic outlook and inflation

APAC stocks extended on losses with markets roiled by the widening conflict in the Middle East; KOSPI saw a double-digit percentage drop and had triggered a circuit breaker with declines led by shipbuilders and shipping firms.Iran hit more than 10 tankers that ignored warnings and warns ships against transiting the Strait of Hormuz, according to FARS.US President Trump said, "If necessary, the United States Navy will begin escorting tankers through the Strait of Hormuz, as soon as possible".US President Trump announced with immediate effect that the US is to provide political risk insurance and guarantees (at a very reasonable price) for the financial security of all maritime trade, especially energy, travelling through the Gulf.European equity futures indicate a slightly lower cash market open with Euro Stoxx 50 futures down 0.4% after the cash market closed with losses of 3.6% on Tuesday.Looking ahead, highlights include Swiss CPI (Feb), Global Final Composite/Services PMIs (Feb), EZ Unemployment (Jan), PPI (Jan), US ISM Services PMI (Feb), NBP Policy Announcement. Speakers include ECB's Cipollone, de Guindos & BoC's Macklem. Supply from Germany, Earnings from Broadcom, Merck & Deutsche Post.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Wie is het eerst door zijn raketten heen? | Russische tanker aangevallen op Middellandse Zee | Nieuwe energieschok voor Europa Israël en de Verenigde Staten voeren een grootschalige bombardementscampagne uit tegen Iran onder de naam Operation Epic Fury, met aanvallen op raketten, drones en regime-doelen rond Teheran en Natanz. Arend Jan Boekestijn en Rob de Wijk duiden hoe officieel wordt gesproken over het stoppen van terreursteun en nucleaire ambities, terwijl de liquidatie van ayatollah Khamenei als ‘bijproduct’ van de operatie wordt weggezet. Zij laten zien hoe het ontbreken van een directe dreiging het internationale recht onder druk zet en binnen de Amerikaanse politiek tot felle discussie leidt. De Straat van Hormuz ligt praktisch stil doordat verzekeraars afhaken en reders de tankerfiles laten oplopen, met serieuze risico’s voor olie- en gasprijzen wereldwijd. Boekestijn en De Wijk bespreken hoe Europese landen klem komen te zitten tussen trouw aan Washington en de noodzaak van energiezekerheid, inclusief de oncomfortabele optie van extra Russisch gas. Ondertussen escaleert de strijd in Libanon en Oekraïne, waardoor de vraag op tafel ligt hoe lang Europa deze geopolitieke spagaat nog volhoudt. Over de Podcast Arend Jan Boekestijn en Rob de Wijk gaan onder leiding van Hugo Reitsma op zoek naar de nieuwe wereldorde. Wat betekenen oorlog, machtspolitiek en economische verschuivingen voor Europa en Nederland? In elke aflevering duiken zij in de geopolitieke actualiteit. In 2022 werd Boekestijn en De Wijk uitgeroepen tot winnaar in de categorie Nieuws & Politiek tijdens de Dutch Podcast Awards Reageren? Op X: @ajboekestijn en @robdewijk Bluesky: @hugoreitsma.bsky.social Mail: boekestijndewijk@bnr.nl Over de makers: Arend Jan Boekestijn is een Nederlands historicus en voormalig politicus. Hij studeerde geschiedenis en politieke wetenschappen aan de Vrije Universiteit in Amsterdam. Boekestijn is voormalig Tweede Kamerlid (tot 2009). Sinds 1989 is hij verbonden aan de vakgroep geschiedenis van de Universiteit Utrecht en sinds 2016 lid van commissie Vrede en Veiligheid van AIV. Rob de Wijk studeerde eigentijdse geschiedenis en internationale betrekkingen, promoveerde op kernwapenstrategieën, werd hoogleraar in Leiden en richtte in 2007 het Den Haag Centrum voor Strategische Studies op. Hugo Reitsma studeerde rechten en politicologie. Hij werkte eerder als politiek verslaggever en vanuit verschillende conflictgebieden. Hij is auteur van het boek ‘Boekestijn en De Wijk voorspellen de toekomst’ (november 2023).See omnystudio.com/listener for privacy information.

Jauna realitāte - karš Tuvajos Austrumos. ASV un Izraēlas triecieni Irānā turpinās. Makrons paziņo par nepieciešamību palielināt Francijas kodolgalviņu skaitu. Pakistāna veikusu jaunu gaisa triecienu sēriju pa Afganistānas teritoriju, afgāņi atbild ar uzbrukumiem Pakistānas robežposteņiem. Aktualitātes analizē Ģeopolitikas pētījumu centra vadītājs Māris Andžāns un politologs Veiko Spolītis. Irāna rāda zobus pārspēkam Pēc tam, kad Izraēlas raķetes trāpījums 28. februārī bija laupījis dzīvību Irānas augtākajam vadonim Alī Hāmenejī, nomināli viņa funkcijas līdz jauna islāma republikas virsvadītāja iecelšanai uzņēmās Pagaidu vadības padome, kurā ietilpst Irānas prezidents Masuds Pezeškjāns, Irānas tiesu varas augstākais vadītājs Gulāmhuseins Mohsenī-Ežeī un Irānas konstitūcijas sargu padomes loceklis Alirezā Arafi. Tomēr pēdējās dienās izplatījies viedoklis, ka faktiski Irānas režīma priekšgalā jau kopš asiņainās masu protestu apspiešanas janvārī atrodas Augstākās nacionālās drošības padomes sekretārs, atvaļinātais Islāma revolūcijas sargu korpusa ģenerālis Alī Laridžāni. Tieši viņš pirmdienas vakarā, reaģējot uz Savienoto Valstu prezidenta Donalda Trampa izteikumiem par iespējamu sarunu atsākšanu, paziņoja, ka Irāna ar amerikāņiem nekādas sarunas nevedīs. Lai arī amerikāņu un izraēliešu raķetes turpina pārvērst drupu kaudzēs Irānas militāros un administratīvos objektus, un bez augstākā līdera Hāmenejī nogalināto sarakstā ir arī Islāma revolūcijas sargu korpusa komandieris, aizsardzības ministrs, bruņoto spēku ģenerālštāba priekšnieks un vēl kādi desmit augsta ranga militāristi, Teherāna, vismaz savās ārējās izpausmēs, ietur kareivīgu stāju. Irānas raķešu un aviācijas triecienu mērķi ir ne vien Izraēla un Savienoto Valstu militārie un diplomātiskie objekti reģionā, bet arī naftas un gāzes pārstrādes, transporta, arī biznesa un tūrisma infrastruktūra Apvienotajos Arābu emirātos, Saūda Arābijā, Bahreinā, Kuveitā, Katarā un Omānā, tāpat britu militārā bāze Kiprā. Aktivizējušies Irānas sabiedrotie: Libānā bāzētais grupējums „Hezbollah” sācis apšaudīt ar raķetēm Izraēlas ziemeļu rajonus, Irākas šiītu militārie grupējumi ar lidrobotiem uzbrukuši viņu valstī izvietotajām amerikāņu militārajām bāzēm, tiek ziņots, ka Jemenas hutiešu nemiernieki plānojot atsākt uzbrukumus kuģiem Adenas līcī un Sarkanajā jūrā. Pret „Hezbollah” Izraēla jau izvērsusi plaša mēroga karadarbību, kas ietver arī sauszemes operācijas. Irāna vērsusi gaisa triecienus arī pa kurdu autonomijas teritorijām Irākas ziemeļos, jo šeit bāzējas tās režīmam naidīgas kurdu nemiernieku grupas, kas apvienojušās Irānas Kurdistānas Politisko spēku koalīcijā. Kurdu minoritāte Irānas ziemeļos ir tā, kas pirmām kārtām varētu izvērst bruņotu cīņu pret Teherānas varu. Kā jau tika sagaidīts, jūras transporta pārtraukšana Hormuzā likusi pakāpties naftas un sašķidrinātās gāzes cenām globālajā tirgū, tomēr par kādu paniku šai ziņā runāt nenākas. Pirms karadarbības sākuma tirgos valdīja šo resursu pārprodukcija, un lielākie patērētāji kā ASV un Ķīna ir izveidojuši rezerves, kas šobrīd amortizē situāciju. Pakistānai savs „pārmācīšanas karš” Nu jau labu laiku spriedzi Pakistānas valdības un Afganistānā valdošā talibu režīma starpā rada teroristu grupas, kuras rod patvērumu Afganistānā, rīkojot uzbrukumus Pakistānas teritorijā. Lielākā no šīm grupām ir džihāda kaujinieku struktūra Pakistānas Talibans, kas gan nav organizatoriski vienota ar saviem vārdabrāļiem Kabulā, tomēr idejiski un vēsturiski gan. Jau pagājušā gada oktobrī Pakistāna veica gaisa triecienus pa teroristu objektiem Afganistānā, tai skaitā galvaspilsētā Kabulā, kam sekoja vairākas dienas ilgas sadursmes uz robežas. Tad viss beidzās ar trauslu pamieru, taču šī gada februārī Pakistāna piedzīvoja vairākus terora aktus gan Pakistānas Talibana, gan divu citu teroristu struktūru – Islāma valsts un beludžu nacionālistu organizācijas Beludžistānas Atbrīvošanas armija – izpildījumā. Uzbrukumos dzīvību zaudēja vairāk nekā piecdesmit cilvēku, gan militārpersonas, gan civiliedzīvotāji. 21. februārī Pakistāna īstenoja savus jau iepriekš izteiktos brīdinājumus un veica jaunu gaisa triecienu sēriju pa Afganistānas teritoriju. Oficiālā Islamabada apgalvoja, ka mērķēts tikai pa teroristu bāzēm, taču afgāņu puse un arī Apvienoto Nāciju misija vēstīja par upuriem arī starp mierīgajiem iedzīvotājiem, tai skaitā bērniem. Gluži tāpat kā iepriekšējo reizi sekoja afgāņu uzbrukumi Pakistānas robežposteņiem, pēc kam pakistāniešu gaisa un arī sauszemes spēku triecieni tika vērsti nu jau pret Afganistānas bruņoto spēku objektiem – munīcijas noliktavām, komandpunktiem, kazarmām – gan pierobežas provincēs, gan galvaspilsētā Kabulā un otrā lielākajā valsts pilsētā Kandahārā. Talibiem netrūkst kaujas spara un fanātisma, viņu spēki rūdījušies divdesmit gadus ilgā un galu galā panākumiem vaiņagotā cīņā pret amerikāņu un to sabiedroto okupācijas spēkiem. Šī pieredze ietver labas kaujas lidrobotu izmantošanas prasmes, ko jau nācies sajust uz savas ādas pierobežā dislocētajiem pakistāniešu spēkiem. Pakistānas pusē ir nospiedošs militāri tehniskais pārsvars. Marta sākumā pakistāniešu gaisa spēki vairākkārt bombardējuši nozīmīgo Bagramas aviobāzi, kuru Afganistānai savulaik uzbūvēja Padomju Savienība; neliela Afganistānas pierobežas teritorija nonākusi pakistāniešu spēku rokās. Kā tiek atzīmēts, konflikta attīstību veicina arī vispārējais starptautiskais fons, kad pasaules uzmanība koncentrēta Persijas līča rajonā un neviens īsti nav gatavs veltīt uzmanību šim karam Āzijas vidienē. Kodollietussargs „Made in France” Prezidenta Emanuela Makrona uzstāšanās šo pirmdien, 2. martā, Īllongas kodolzemūdeņu bāzē Bretaņā, Francijas rietumu piekrastē, tiek uzlūkota kā lūzuma punkts franču kodolpolitikā. Kopš aukstā kara baigām valsts atomieroču potenciāla palielināšana faktiski bijusi tabu tēma, bet pirmdien šis tabu tika lauzts. Kā paziņoja Makrons, šobrīd, kad Krievija izvērsusi klaju militāro agresiju, nozīmīgi augušas Ķīnas ģeopolitiskās ambīcijas, bet Savienoto Valstu aizsardzības prioritātes strauji mainījušās, Francijas kodolgalviņu skaita palielināšana ir nepieciešamība. Pie tam, kā uzsvēra Francijas vadītājs, franču kodolatturēšanas programma kļūst par visas Eiropas kopēju rūpi. Viņš uzskaitīja sabiedrotos, ar kuriem Francijai šai ziņā jau ir konkrēti sadarbības plāni: Vācija, Polija, Grieķija, Nīderlande, Beļģija, Dānija un Zviedrija. Nav grūti pamanīt, ka ģeogrāfiski šī valstu grupa koncentrējas Baltijas jūras un Ziemeļjūras baseinā. Visciešākā sadarbība plānota ar Vāciju, un tajā pašā 2. martā tika publiskota prezidenta Makrona un kanclera Merca kopīga deklarācija par franču–vācu kodolvadības darba grupas izveidi. Šo franču „kodollietussarga” izplešanu virs pārējo apvienotās Eiropas partneru galvām Francijas prezidents nodēvēja par „izvērsto atturēšanu”. Prezidents gan nepiemirsa norādīt, ka šī iniciatīva nekādi neesot uzlūkojama kā alternatīva NATO kodolatturēšanas spējām, bet gan kā to papildinājums. Kaut ekspertu vērtējuma Makrona uzstāšanās bija veiksmīga, labi līdzsvarojot Francijas nacionālo un Eiropas kopējo interešu motīvus, viņš, protams, saņēma paredzamu kritiku no pašmāju politiķiem, tai skaitā Nacionālās kustības līdera Žordāna Bardellas, kuru uzskata par visai reālu Makrona pēcteci prezidenta krēslā. Tas ir vēl viens faktors, kas liek prezidētam steigties, lai šī iniciatīva būt jau gana tālu attīstīta un nākamais Elizejas pils saimnieks nevarētu to viegli likvidēt. „Nākamais pusgadsimts būs kodolieroču laikmets, un Francija tajā spēlēs savu pilnvērtīgo lomu, turpinot vairot savus spēkus,” pirmdienas runas noslēgumā pauda Emanuels Makrons. Šobrīd Francijai ir apmēram trīssimt kodolgalviņas, ar kurām aprīkotas ballistiskās raķetes uz četrām „Triomphant” tipa atomzemūdenēm, kā arī spārnotās raķetes uz daudzfunkcionālajiem iznīcinātājiem „Rafale”.   Sagatavoja Eduards Liniņš.

Iran is now blocking the Strait of Hormuz, through which 1 in 5 barrels of oil and a quarter of the world's liquefied natural gas transit.As oil and gas prices rise, should Europeans be worried about a new energy crisis?Production: By Europod, in co-production with the Sphera network.Follow us on:LinkedInInstagram Hosted on Acast. See acast.com/privacy for more information.

The Iran conflict isn't some distant headline — it's the intersection of power, policy, and human cost. We are witnessing a multilateral confrontation involving the U.S., Israel, and Iran that has broadened beyond tactical strikes into economic shockwaves, regional instability, and civilian suffering. The strategic choke points like the Strait of Hormuz have become symbols of global leverage and fragility. Civilians are dying, institutions are cracking, and the narratives we rely on are fractured. History is being written in real time, and someone has to interrogate it, not just narrate it. This podcast will do that — with clarity, honesty, and teeth.

Kommer word uitgespreek oor Namibië se brandstofvoorraad na Iran die Straat van Hormuz gesluit het. Ongeveer 20 miljoen vate olie per dag is deur die seestraat verskeep, of sowat 20 tot 30 persent van die wêreldwye olieverbruik, asook 'n vyfde van die wêreld se vloeibare aardgas-vraag. Energieminister Modestus Amutse het die versekering gegee dat die gebeurtenis nie 'n onmiddellike impak op brandstofpryse in die land sal hê nie.

On the fourth day of the US and Israel's war against Iran, Tehran has widened its retaliatory attacks in the Gulf region, with two of its drones hitting the US embassy in Saudi Arabia. Iran has threatened to ''set fire'' to any ship passing the Strait of Hormuz, a crucial oil and gas shipping route. The cost of hiring an oil supertanker from the Middle East to China has doubled since last week, reaching an all-time high of more than $400,000 a day. In the US, Secretary of State Marco Rubio tells journalists "the hardest hits" on Iran are "yet to come". Meanwhile, Vice President JD Vance insists that the conflict will not drag on for years. As the Trump administration seeks to justify its military campaign, what do Americans make of the decision to attack Iran? We hear from voters in Texas.Also: US lawmakers have released Bill and Hillary Clinton's video testimonies about Jeffrey Epstein, totalling around nine hours' worth of footage. A long-lost painting by the Dutch Master Rembrandt has been traced and authenticated by the Rijksmuseum in Amsterdam. And Ethiopia unveils Africa's first unmanned smart police station, powered by artificial intelligence.The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment. Get in touch: globalpodcast@bbc.co.uk