In this interview we discuss the escalating Iran war and what it could mean for oil prices, global energy markets, and the world economy. 

We examine how the conflict in the Middle East could impact oil supply and demand, the strategic importance of the Strait of Hormuz, and why disruptions in this critical shipping route could send oil prices sharply higher and trigger severe energy shortages. I explain potential oil price targets, worst-case scenarios for global energy supply, and what could happen if the war escalates further. 

We also discuss energy stocks, investment opportunities in the oil and gas sector, China’s energy inventories, uranium, small modular reactors, and why energy may become one of the most important assets to hold in the coming years as geopolitical tensions rise and global energy demand continues to grow.