May 21, 2026
Two and a half months into
the blockade of the Strait of Hormuz, what lessons can markets draw
from the resulting global energy shock? Colby Connelly, MEI Senior
Fellow, joins hosts Alistair Taylor and Matthew Czekaj to assess
the crisis’s impact on the energy industry. Together, they examine
how producers are responding to the conflict in both the short and
long term, how this moment differs from past energy disruptions,
and how regional reverberations may shape international energy
policies going forward.
Find Colby's latest Energy Recap Report
here.
Recorded on May 18, 2026.