The Peter Zeihan Podcast Series Oil Markets Aren't Worried About Iran || Peter Zeihan
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Jun 23, 2025 Amid rising tensions between Israel and Iran, the discussion highlights the evolving landscape of oil markets. The speaker reassures that, despite threats, the U.S. shale revolution has fortified oil prices against potential disruptions. Listeners are reminded that the current geopolitical climate is far removed from previous decades, making panic buying unnecessary. It’s a deep dive into how resilience and technological advancements shape our response to global crises.
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Oil Prices Less Sensitive Now
- Oil prices barely move despite Israeli attacks on Iran's nuclear sites.
- The global oil market is less sensitive to Middle Eastern conflicts now due to new dynamics.
U.S. Shale Changed Global Oil
- U.S. shale revolution turned America from top oil importer to second largest exporter.
- This shift reduces global dependence on Middle East oil significantly.
Iran's Limited Naval Power
- Iran likely cannot fully close Persian Gulf shipping lanes despite threats.
- Only blocking energy lines that fuel major economies like China would isolate Iran internationally.