EP147: Iran, Oil, LNG and America's Real Endgame

Venu Gopal Narayanan, independent upstream petroleum consultant, discusses energy wars, the Iran ceasefire, and shifting geopolitics in the latest episode of WTM:Key takeawaysWhy Washington's real motive is LNG market share, not Iranian nukesAmerica as Europe's primary energy supplier, replacing RussiaIran pummelled but not defeated — and what that means militarilyGulf states' vulnerability: bombed for hosting US basesSaudi Arabia's Red Sea pipeline hedge against Persian Gulf disruptionFood security as the overlooked Gulf crisisEurope's unsustainable energy costs and creeping deindustrialisationWhat Beijing learns from the conflict for its Taiwan planningWhy a Russia-India-China summit may be on the cards this yearPakistan's enduring utility value for US