Weekend Edition: Beyond the Blockade. The Real-World Cost of the War.
Friday1st May 2026Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.Phil is joined by veteran energy analyst Neil Atkinson to peel back the curtain on a global energy system pushed to the brink by the ongoing conflict in the Gulf. With the Strait of Hormuz effectively closed, they discuss why the market’s hope for $80 oil later this year may be a "pipeline dream" given that actual physical cargoes are already fetching upwards of $150 a barrel. The conversation dives into the structural shifts reshaping the…
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