How Iran Sanction Waivers Are Reshaping Global Oil Markets

In this episode of The Global Economy Podcast, Lucas and Luna break down the surprising impact of the U.S. Iran oil sanctions waivers issued on June 23, 2026. With the trade-weighted dollar rising and oil prices under pressure, they examine how unlocking billions in Iranian revenue is shifting supply dynamics and affecting emerging market ETFs like EEM and FXI, which dropped 4% and 5% respectively this week. They also discuss the ripple effects on the Strait of Hormuz tensions and what this means for global trade flows. A focused look at a single policy move and its real-world consequences. #IranSanctions #OilMarkets #GlobalTrade #CrudeOil #EMETF #FXI #EEM #StraitOfHormuz #USPolicy #EnergyMarkets #Geopolitics #DollarStrength #SupplyChains #Economics #GlobalEconomy #FexingoBusiness #BusinessPodcast #Podcast Keep every episode free: buymeacoffee.com/fexingo