25: Strait of Hormuz Disruption: What It Means for Oil Prices and Global Supply

Tensions in the Middle East are reshaping global energy markets, and the impacts are already being felt. In this episode of The Energy Forum, Abhi Rajendran, Skip York, and Kristian Coates Ulrichsen break down the latest developments around the Strait of Hormuz and what they mean for oil supply, global trade, and energy security. As supply chains tighten and demand rises heading into summer, this episode explains why global energy markets may face continued pressure and what to watch for next. This episode was recorded on April 1, 2026.