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Episode 81: Oil at War: Sparta live podcast
In this emergency episode, the team unpacks the fast moving market impact of the Iran conflict, focusing on how disruptions are showing up first through shipping and insurance, then cascading into crude and refined products.
Chapters
(00:50) Emergency episode: What happened, what matters, what to watch
A rapid briefing on the Iran conflict, early market signals, and the key variables for traders.
(02:05) Hormuz, insurance, and the market’s day by day repricing
Why shipping slowed, how war risk insurance became a gating factor, and what changed into Tuesday.
(07:11) Freight market shock…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.