Ultimately, the US faces a stark binary choice: defeat Iran or retreat. Both carry profound implications for the post-war Bretton Woods order that has shaped modern economies and the commodity flows that sustain them. Indeed, it is precisely those commodity flows that both define this binary choice and make commitment to either path so difficult. Jeff Currie, Co-Founder of 1947 Oil &amp; Gas, returns to the show to unpack this stark reality, its consequences for the world, and why he decided to launch an oil and gas company.<br><br>For related content and to find out more about HC Group, a search firm dedicated to the energy &amp; commodities sector, visit https://www.hcgroup.global

Trapped in Hormuz: Total War or a New World Disorder? with Jeff Currie

The HC Commodities Podcast

Welcome to the HC Commodities Podcast, a podcast dedicated to the commodities sector and the people within it. I'm your host, Paul Chapman. This podcast is produced by HC Group, a global search firm dedicated to the commodities sector.

Today returning to the show is Jeff Currie, now founder of the 1947 Oil & Gas Company, listed on the London Stock Exchange, senior advisor to Carlisle and board member of Abax and Bohr Drilling. Jeff returns to give us his update and thoughts on what's going on in the Iran-US war, the wider ramifications for the commodities sector, and the wider ramifications for the world.

As always, please do leave us a positive review on the platform you're listening on. It really does support the show. And as always, I hope you enjoy the episode. Jeff, welcome back to the show. Jeff Currie, Great to be here. Paul, it's been almost a quarter since the last time we were talking. Jeff Currie, Great to be here. Jeff Currie, Yeah. So we spoke, we had you, we were lucky to have you on the beginning of the year with your Halo thesis, which will play out a bit in this conversation.

We then had you on for the emergency pod really kind of a week or two after the Iran war had broken out. David, I mean, I think it would have been hard for both of us at that point to imagine the bizarre sort of weekend war, managed war that we're in.

David, and, and I and and and and how much sort of essentially the vital flow of commodities, which is it is to both the US, Iran and other participants has played out in how this war is being conducted.

Trapped in Hormuz: Total War or a New World Disorder? with Jeff Currie

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Trapped in Hormuz: Total War or a New World Disorder? with Jeff Currie

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.