The HC Commodities Podcast

Real-Ekonomik: The Iran War's Longevity with Nick Kumleben

July 29, 2026·57 min
Episode Description from the Publisher

We return in a special episode to the Iranian-US war to discuss how "Real-Ekonomik" is shaping realpolitik. Nick Kumleben, Director at Greenmantle, the geopolitical risk and strategy consultancy, where Nick handles the energy and commodities portfolio, joins us to discuss the status of the war and its potential future track. We use commodities and more broadly economics to try and understand the strategies and positioning of the various participants and their allies. Who wants peace, who wants all-out war, if any and who is OK with the status quo for now. For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

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