Energy Supply Chains
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Currie: Risks to Energy Supply Chains Never Been Higher
Bloomberg Television· 2026-03-02 10:21
I think the probability of regime change is somewhere around 30%, which means the base case is this thing's going to be a protracted experience in terms of thinking about what this means, in terms of the risk is let's go back to the Iranian asymmetric doctrine. You know, it means proxies, even in this focus on disruptions in the Hormuz Strait, I think are misplaced. Yes, we're going to lose supplies there.I'm not going to say that's not going to happen. It could be 100 million barrels plus, which is the sup ...