EPISODE · Apr 25, 2026 · 22 MIN
W17 · 25 April 2026 — Hormuz, The Renminbi Shift & What Industrial Policy Actually Means
from Vantcast — The World Edition · host Vancast
This week: Daniel Yergin on why the Strait of Hormuz crisis signals a genuinely different world — and what that means for boards beyond the energy market. The quiet but accelerating infrastructure behind renminbi internationalisation, and why it matters even if you're not in China-adjacent trade. And what the World Bank's new position on industrial policy actually means for executives betting on government support. The IMF's macro layer sitting underneath all of it.
What this episode covers
This week: Daniel Yergin on why the Strait of Hormuz crisis signals a genuinely different world — and what that means for boards beyond the energy market. The quiet but accelerating infrastructure behind renminbi internationalisation, and why it matters even if you're not in China-adjacent trade. And what the World Bank's new position on industrial policy actually means for executives betting on government support. The IMF's macro layer sitting underneath all of it.
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W17 · 25 April 2026 — Hormuz, The Renminbi Shift & What Industrial Policy Actually Means
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