How Has the Iran War Affected Our Investments?

🎉 Upcoming Fundraiser – Support SSAFA, the Armed Forces Charity. Be sure to join us for our SSAFA fundraiser event on Thursday 26th March 2026. 🎟 Tickets & Dinner: Eventbrite – Greatest Car Company Debate (Use code ForcesSupporter15 for 15% off) 🚗 Charity Auction: Bid online now – closes on the night🙏 Can’t attend? Donate online: Support SSAFA hereThanks so much for supporting a fantastic cause.This week on Wolfe Power Club, we dive into the extraordinary impact of the Iran conflict on energy markets and the companies we invested in at the start of 2026.Since our January 5th purchases, major energy companies like ExxonMobil, Shell and BP have seen share price increases of nearly 30%, with total market cap gains across our ten tracked companies reaching $249 billion. We break down what drove these gains, which sectors benefited most and how this volatility is reshaping global energy markets.We also highlight key UK winners, including Harbour Energy and Sirocco Energy, whose valuations soared more than 50% in just 12 weeks. Renewable-adjacent companies like Albemarle Corp also showed growth, reflecting ongoing demand for battery materials in the EV sector.Finally, we examine broader economic impacts, including pressures on US markets and rising costs for UK businesses, providing insight into how energy volatility affects companies and consumers alike.DISCLAIMER: We are not financial advisors. This podcast has no influence or responsibility if your shares will make or lose money in the next year. We are only covering what Alex is spending.Season Two is in Partnership with The SpectatorTickets for the upcoming The Spectator Energy Summit, on Monday 30th November 2026, are available on sale. Use code: WPC50 for 50% off your purchaseIf you would like to partner with The Spectator Energy Summit, please contact Alex on LinkedIn or [email protected] Our SocialsWebsite: https://www.wolfepowerclub.com/YouTube: https://www.youtube.com/@WolfePowerClubLinkedIn: https://www.linkedin.com/company/wolfe-power-club/Instagram: https://www.instagram.com/wolfepowerclub/?hl=enTikTok: https://www.tiktok.com/@wolfe.power.club Wolfe Power Club Production TeamFounder and Host: Alex WolfeDirector of Government Relations: Max AustinDesigner: Nick PelekanosEditor: Adam WoodwardSocial Media Manager: Bella Carter Recorded at Studio 55 - which has produced podcasts, including Breaking the Taboo with Theo Clarke and The ABTO Podcast