

What Trump’s golden share means for the Nippon deal
50 snips Jun 17, 2025
Growing trade tensions are brewing as the EU boycotts talks with China before a critical summit. Meanwhile, Airbus impressively rakes in $10 billion in orders at the Paris Air Show. The concept of Donald Trump's 'golden share' is shaking up the Nippon Steel deal, showcasing his considerable influence. In the Middle East, military strikes between Israel and Iran are sending shockwaves through global energy markets, highlighting the complex interplay of geopolitics and corporate governance.
AI Snips
Chapters
Transcript
Episode notes
Energy as Conflict’s New Frontline
- Israeli strikes target Iran's domestic energy infrastructure to disrupt its societal functioning.
- Iran retaliates with missile attacks on Israeli oil facilities, escalating tensions affecting energy markets.
Oil Markets Show Cautious Calm
- Oil prices initially surged due to the conflict but later stabilized as markets assessed supply continuity.
- Profit-taking occurred despite ongoing uncertainty, reflecting cautious calm in energy markets.
Potential Market Disruptions Loom
- A major strike on Iran’s export infrastructure or the Strait of Hormuz risks severe global market disruption.
- Iran's past attacks show capability to threaten major oil supply routes if pressured further.