Episode 41: Inflection Point - The Iran War and the Energy Transition

In this episode, ERM Partners Andrew Probert, Amy McDonald, and Todd Hall join host Mark Lee to explore how the current Iran War and the closure of the Strait of Hormuz are reshaping the global energy landscape. They examine what this means for energy security, interest rates, and capital project decisions, and how it could either slow or accelerate the low-carbon transition. The conversation highlights how policy choices, financing conditions, and supply chain vulnerabilities can turn confli...