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Mar 4, 2026 44 min

Emergency Pod: Gulf War III and Commodities

from The HC Commodities Podcast Hosted by Nick Kumleben, Paul Chapman

Nick Kumleben, Director of the Geopolitical Risk Consultancy founded by Niall Ferguson, Greenmantle, rejoins us to discuss the latest events in Middle East. What are the short, medium and long-term consequences of Israel and the US's joint attack on global trade and commodities. What are some non-linear effects and why ultimately duration is key. For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

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Emergency Pod: Gulf War III and Commodities

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This episode is 44 minutes long.

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This episode was published on March 4, 2026.

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