市場が軽視するホルムズ海峡封鎖の衝撃

from AI DeepDive with Jonathan · host Jonathan.M.K

「The Rundown」市場は現代史における最大のエネルギー水面下の外交交渉：ヒズボラが関与する交渉など、極秘外交の最前線での直接的な経験を基に、バックチャンネル（水面下）での交渉が実際にどのように行われるかを説明しています。市場の危険な誤認識：現在の市場が状況を危険なほど読み違えている理由を指摘し、今起きている事態を「世界がこれまで経験した中で最悪のエネルギー混乱」であると主張しています。エネルギー市場への具体的な影響：紙上（ペーパー）の原油価格と現物価格の乖離や、ホルムズ海峡の封鎖が長期化した場合の影響について深く掘り下げています。政策の振り返り：政策立案者が本来どう対応するべきだったか（何を変えられたか）についても議論しています。

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This episode was published on March 30, 2026.

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