EPISODE · Mar 26, 2026 · 20 MIN
US-Iran war: Armageddon deferred?
from The Energy Flux podcast · host Seb Kennedy
This emergency episode of the Energy Flux podcast discusses US President Donald Trump's decision to postpone his threat to destroy Iran's electricity system.Host Seb Kennedy takes stock of the outlook for the Middle East energy way. He weighs up the implications of a diplomatic solution versus regime change in Iran on future Middle Eastern energy supply.He explores the challenges faced in either scenario by Qatar's LNG industry, and for Asian LNG buyers who are bearing the brunt of the deepening global energy supply shock.Chapters00:00 - Decoding the significance of the latest 'TACO'03:00 - Regime change and future Middle East energy exports08:28 - The inevitability of irreversible gas demand destruction13:14 - Iran ground invasion: unwinnable war?22:12 - Unenviable choices: global economy and deepening supply deficitSign up for the free newsletter: www.EnergyFlux.news
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US-Iran war: Armageddon deferred?
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