Macro Hive Conversations With Bilal Hafeez

Ep. 354: Nader Itayim on Iran's Hormuz Stranglehold, GCC Tensions, and the Oil Market's Recovery

April 17, 2026·47 min
Episode Description from the Publisher

Nader is Argus' Middle East editor, based in Dubai. Argus is a leading independent provider of global energy and commodity market intelligence. Nader has more than 15 years of experience covering oil and gas in the region, and today heads up the company's Middle East and OPEC coverage. Prior to moving to Argus in 2015, Nader spent five years with the Middle East Economic Survey (MEES) weekly in Cyprus. In this podcast, we discuss: Fragmented GCC Stances Iran's Hormuz "Stranglehold" The "Zero Enrichment" Stalemate The Hormuz Transit Toll US Naval Blockade Tactics Downstream Infrastructure Damage Returning Shut-in Production Bypassing the Strait

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