How the Iran War Is Reshaping Global Energy Flows

In this episode of The Global Economy Podcast, Lucas and Luna examine how the Iran conflict is redrawing global energy trade routes. With energy inflation proving stickier than the Fed expected and the average U.S. household paying $450 more annually on gas, the hosts explore the shift of Asian refiners from Iranian crude to alternative suppliers, the impact on tanker rates and shipping insurance, and what this means for emerging market importers like India and South Korea. They also break down the dollar's role as a safe haven and why the yen carry trade is unwinding. A specific, data-driven look at how geopolitics is fracturing one of the world's most critical commodity markets. #IranWar #EnergyMarkets #OilPrices #GlobalTrade #Geopolitics #EmergingMarkets #DollarStrength #YenCarryTrade #FedPolicy #Inflation #SouthKorea #India #CrudeOil #ShippingRates #TankerMarket #EnergyInflation #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo