Big Oil’s Iran windfall won't last | The Economist

Is time running out for Big Oil? Vijay Vaitheeswaran, The Economist's global energy & climate innovation editor and co-hosts of the Money Talks podcast, Alice Fulwood and Ethan Wu, discuss tensions around Iran, windfall profits for oil and LNG firms, and how supply disruptions could trigger food shortages, industrial shocks, and accelerate shift towards clean energy. 00:04 - What is the mood at CERAWeek among global energy leaders? 01:47 - How is conflict disrupting oil production and supply chains? 03:43 - Are markets underestimating the duration and damage of the crisis? 05:05 - Does U.S. policy show a lack of clear strategy? 06:14 - Are energy markets too complacent about long-term risks? 06:31 - How vulnerable is the Strait of Hormuz to modern warfare? 07:25 - Will this crisis accelerate the global shift to clean energy? Listen to the full episode:https://econ.st/4dOM48t Subscribe: https://www.economist.com/subscribe Download the App: https://www.economist.com/get-the-app Instagram: https://www.instagram.com/theeconomist/ Facebook: https://www.facebook.com/TheEconomist/ X: https://x.com/TheEconomist #TheEconomist #Strait of Hormuz #Iran